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Autumn 2022
Dealmaker Pulse Survey Report

 

In this autumn’s survey, deal professionals, operations leaders, and investor relations and fundraising specialists confirmed that recessionary risks impacted their investment strategies during the previous 6 months.

 

Download the survey report now

DealCloud Wins
Best Deal Origination Technology

 

 

 

Read the press release

“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.

 

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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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Private equity due diligence: 3 ways strong relationships streamline the process

The private capital landscape in 2023 resembles one big boomtime hangover, with plenty of negative returns, falling post-money valuations, and a new class of zombie firms. As unfortunate as these conditions are, they’re a natural consequence of what Fortune journalists call the FOMO-driven check writing...

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Dealmaking in 2023: How to source the best deals in the private capital markets

At its essence, dealmaking involves finding and executing private capital asset purchases for passive investors or your own acquisitive corporation. Dealmakers transact acquisitions to increase the assets’ worth via a variety of growth strategies, and capitalize on their increased value, income generation, or both to outperform market rivals.   Although this...

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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.

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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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Excel Group selects DealCloud as its purpose-built technology

Excel Group, a multi-disciplined hotel private equity firm focused on acquiring premium-branded, limited-service hotels, has selected DealCloud as its purpose-built technology. Excel Group selected DealCloud because of the platform’s configurability, flexibility, and integration with Microsoft. The firm plans to leverage DealCloud for acquisition pipeline tracking, dispositions pipeline tracking,...

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Senske Services selects DealCloud to streamline relationships, deal processes, and reporting

Senske Services, a leading provider of recurring subscription-based residential lawn care, pest control, and other home services, has selected DealCloud as its internal technology system to streamline relationships, deal processes, and reporting needs.    “We’re excited to partner with DealCloud to help streamline our M&A...

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