THIS POLICY IS EFFECTIVE AS OF SEPTEMBER 1, 2011 AND REVISED AS OF OCTOBER 26, 2012
OBLIGATIONS AS A PLATFORM USER
To access the Platform, you must create a login name and password. You must keep your login name and password confidential and secure. You must not share your login name or password with anyone else or permit anyone to access the Platform using your login name and password. You must immediately advise a DealCloud Site Administrator if you have any reason to believe that the security or confidentiality of your login name or password has been compromised.
If you are posting documents on this Platform, you agree that you will not post any: (a) that you are not authorized to post; (b) that you are aware would violate any intellectual property or privacy right, or which you know to be abusive, obscene, pornographic, libelous, defamatory or intentionally false and misleading; or (c) that you know contain computer viruses or programming routines intended to damage, disable, surreptitiously intercept or expropriate any system, data or personal information.
Documents may only be posted in file formats supported by the Platform (including MS Word, Adobe Acrobat, MS Excel and any other file format approved by the DealCloud Site Administrator). All documents posted shall be clear and legible and confirmed as virus-free by a reputable virus screening application. You agree (i) to cooperate with the Site Administrator in correcting any problems associated with documents posted to the Platform by you or on your behalf; (ii) to retain as a back-up copies of the documents posted by you or on your behalf; (iii) to report promptly to the Site Administrator any problems or errors that you observe with respect to documents or information posted to the Platform; and (iv) to notify the Site Administrator promptly by telephone and in writing (e-mail accepted), of all court orders restricting the use, distribution or disposition of any documents or information posted to the Platform by you or on your behalf.
If you are provided secure access to documents posted by a registered firm on DealCloud, you agree that it is illegal to reproduce, distribute or broadcast these documents in any context without express written permission from the Firm that uploaded the documents. Use for any other purpose is expressly prohibited by law, and may result in severe civil and criminal penalties.
You also agree not to use DealCloud for purposes unintended by the platform, or to manipulate the system in order to gain access to Deals or Firms for which you wouldn’t have otherwise had access to. Using the Platform for these purposes is prohibited by law, and may result in severe civil and criminal penalties.
You acknowledge that the documents and information available on the Platform, and the technology created by DealCloud to provide the Platform, are proprietary and HIGHLY CONFIDENTIAL, and you will respect the confidentiality thereof. As between you and DealCloud, DealCloud owns and will own all intellectual property rights in its own technology, including the look and feel of the Platform , the database designs, the architecture of all information technology and any elements of such technology that are intrinsic to such technology.
It is unlawful to screen print or export data to excel with an intent to distribute that data outside the Platform. As such, unlawful reproduction or distribution of data, documents, or images is prohibited by law, and may result in severe civil and criminal penalties.
RESTRICTIONS ON USE
You acknowledge that you do not have the right to reverse engineer, disassemble, decompile, unlock, recreate, copy, license, sublicense, create derivative software from, sell, rent, lease, loan, distribute, transfer or otherwise deal with any of DealCloud's technology. You promise not to assist any third party to do any of the foregoing.
RIGHTS OF TERMINATION
All DealCloud premium subscriptions are paid in advance of the subscription period. The subscription period will be either monthly, quarterly, or annually as determined at time of purchase. If you determine that your DealCloud premium subscription is not to your satisfaction, DealCloud will refund your subscription, prorated to the nearest month-end in your subscription period. You will continue to have access to the premium features you purchased until the end of the current month.
DealCloud CRM systems are industry specific client relationship management solutions for M&A professionals.
Let’s be real: CRM systems are a dime a dozen these days. As the person at your firm heading the hunt for the right client relationship management tool, you were most likely overwhelmed with the 50 million results Google returned from a “CRM Software” keyword search. If you’ve worked with CRM systems in the past you might have a good working knowledge of what you’re looking for, which is great. If you’re new to the hunt, it can be hard to see the forest for the trees.
The most important thing for any company or firm in choosing a CRM is to ensure that it closely aligns to what the operations look like on a day to day basis as well as a year to year basis. Because of this highest of priorities it is impossible to think that a single CRM system that is out in the market has a “one size fits all” solution. That’s why DealCloud CRM for private equity and investment banking is the best choice for M&A professionals: we are a one size fits one size solution.
Most of the CRM products out there are built for selling widgets. Our industry specific solution was built for the buying and selling of companies and the numerous strategic and multi-layered relationships made on the way.
Interested in learning more? Request a demo