The preeminent option for business development and deal execution professionals

The DealCloud Business Development, Deal Management and CRM Platform was developed by experienced M&A advisory and principal investing professionals to address the unique day-to-day needs of dealmakers.

The DealCloud Platform is the opposite of the generic CRM technology retailed by our competitors. These are sales-based CRMs, built for widget distribution and given a cosmetic makeover.

DealCloud offers base versions for all segments of the financial services industry that are tailored by our onshore implementation team to match your firm’s unique business development, coverage and deal execution needs:

    • Pipeline management
    • Document retention
    • Sponsor/intermediary coverage efforts
    • Portfolio management
    • Deal marketing
    • Firm calendars, task assignment and Key Performance Indicator analytics
    • And much, much more …

The same team that tailors your specific deployment also oversees its launch, user training and follow-ups to ensure adoption and make necessary adjustments based on usage patterns.

DealCloud enables its customers to prepare for and navigate the ever-changing regulatory landscape.

    • DealCloud sites are hosted on an ultra-secure private cloud within Amazon Web Services
    • Back-up options include on-premise hosting of your data that meets most internal disaster recovery and registration requirements
    • DealCloud’s searchability and user interface allows client administrators to work efficiently in the back end of the platform and customize the application on an as needed basis, helping drive adoption
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DealCloud Terms of Use



By accessing and using DealCloud ("Platform"), you agree to be bound by the following terms of use.  These terms of use may be changed from time to time and the amended terms posted on this page, and your continued access and use of the Platform will affect your acceptance of the terms of use as modified.



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.





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.



Each party agrees that: (a) the restrictions set forth in these terms of use are reasonable in the circumstances and all defenses to the strict enforcement thereof by each of us are waived;  (b)  a violation of these terms of use will result in immediate and irreparable harm and damage; and  (c)  in the event of any violation of any provision of these terms of use, the party suffering damage shall be entitled to apply for equitable relief by way of temporary or permanent injunction and to such other relief as any court of competent jurisdiction may deem just and proper.



DealCloud may terminate your rights of access to the Platform immediately if you breach any of these terms of use or are suspected of any breach.  DealCloud may inform you of termination by sending a notice of termination. In no event will your right to access the Platform extend beyond the term allocated therefore, as determined by the Site Administrator in its sole discretion.



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.