Rainmaker Genome Project

Learn why an Activator business development approach is the best

Learn more

Rainmaker Genome Project

Learn why an Activator business development approach is the best

Learn more

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Brief:
The ultimate guide to corporate development reporting

 

Download DealCloud’s guide on report types and advanced capabilities that will help drive your corporate development success in 2023.

 

Download the brief now

E-book:
Building more profitable relationships in CRE

 

This e-book is an exploration of commercial real estate (CRE) relationship management – what it is and why it’s more important in 2023 than ever before.

 

Download the e-book here

“DealCloud has been an effective tool in helping us manage pipeline and relationships more effectively.”

 

 

 

 

Download the HCAP Partners case study
Conflicts Management:

 

5 questions to ask your deal conflicts software provider

 

Download now
Not just a CRM

Deal, relationship,
and pipeline management

 

DealCloud’s software enables financial and professional services firms to power the dealmaking process — from strategy to origination to execution.

 

Schedule a demo

Cloud-based financial services software for deal sourcing and fund management.

Our platform

Not just a CRM: All-inclusive financial and professional services software

Our data-powered platform delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels. We know that no two firms are exactly the same. That’s why we built our financial and professional services platform to be flexible and easily configured to meet the changing needs of private equity, growth equity, venture capital, real estate, and credit investors, as well as highly acquisitive private and public companies, investment banks; and legal, accounting, consulting, and M&A advisory firms.

 

We provide more than a CRM. No matter your organizational structure, strategy, mandate, or fund size, DealCloud’s cloud-based software creates a single source of truth for your firm’s institutional knowledge.

Business development
Relationship management
Pipeline management
Data management
Third-party data integrations
Marketing
Fundraising and investor relations
Reporting and analytics
Compliance
Learn more about our platform
Schedule a demo

The company we keep

Raymond James financial wealth management logo to showcase use of CRM
Stephens investment banking logo to showcase use of relationship management tool
Perella Weinberg Partners financial service logo to showcase usage of deal sourcing platform
Cinven private equity firm logo to showcase usage of deal sourcing
Apax partners financial services logo to showcase usage of DealCloud CRM for financial services
Riverside global investment firm logo to showcase usage relationship management
Carlyle Group private equity logo to showcase usage of client relationship management software
Fifth Third Securities private banking logo to showcase usage of financial services marketing tool
Read more about our clients

Vertical-specific solutions

To date, we have equipped the world’s most active professionals with the solutions they need to be more effective and more competitive. Explore our financial and professional services software from the seat of professionals in various verticals and contact us to schedule a demo.

Private equity
Growth equity
Venture capital
Fund of funds
Investment banking
Family offices
Corporate development
Real estate
Credit and leveraged finance
Limited partners
Placement agents
Hedge funds
Secondaries

Want to learn more about our platform and the markets we serve?

Download our brochure.

 

Providing the intelligence modern dealmakers need

DealCloud provides deal professionals with the insights they need to execute on their CRM initiatives and technology transformation efforts, as well as day-to-day deal, relationship, and firm management activities.

 

Check out our resources

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Beringer Capital selects DealCloud to strengthen pipeline and relationship management

Beringer Capital, a Toronto, Canada–based private equity firm, has selected DealCloud to strengthen its pipeline and relationship management capabilities. DealCloud will empower Beringer Capital to efficiently centralize data, optimize reporting, manage its pipeline, and foster stronger relationships with limited partners, bankers, lenders, and other...

Read more
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McCabes Lawyers selects Intapp to strengthen client relationship management

Leading Australian law firm McCabes Lawyers have selected Intapp to enhance client relationship management. With Intapp’s relationship intelligence and email marketing capabilities, McCabes can better support its clients and the firm’s growth strategy.

Read more
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DealCloud wins Best Deal Origination Technology at the Private Equity Wire U.S. Awards 2021

Readers of Private Equity Wire, a leading industry publication for the capital markets, named DealCloud Best Deal Origination Technology. The awards recognize excellence among fund managers and service providers, highlighting the achievements of leaders and innovators in a dynamic industry.

Read more
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DealCloud wins “Best Secure Work-Flow Management Provider” at 2021 Private Equity Wire European Awards

JERSEY CITY, N.J.—March 31, 2021 – DealCloud, a leading provider of deal, relationship, and firm management solutions for capital markets firms, was named winner in the “Best Secure Work-Flow Management Provider” category at the 2021 Private Equity Wire European Awards. The awards celebrate excellence across a wide range...

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DealCloud wins “Investment Tech of the Year” at 2021 US FinTech Awards

JERSEY CITY, N.J.— May 5, 2021 — Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announces its DealCloud solution  was named winner of...

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Chosen by top global financial and professional services firms

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Beringer Capital selects DealCloud to strengthen pipeline and relationship management

Beringer Capital, a Toronto, Canada–based private equity firm, has selected DealCloud to strengthen its pipeline and relationship management capabilities. DealCloud will empower Beringer Capital to efficiently centralize data, optimize reporting, manage its pipeline, and foster stronger relationships with limited partners, bankers, lenders, and other...

Read more
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McCabes Lawyers selects Intapp to strengthen client relationship management

Leading Australian law firm McCabes Lawyers have selected Intapp to enhance client relationship management. With Intapp’s relationship intelligence and email marketing capabilities, McCabes can better support its clients and the firm’s growth strategy.

Read more

Schedule a demo

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