Market-leading capital markets firms across the private equity, investment banking and advisory, fund of fund, family office, corporate development, venture capital, growth equity, real estate, lending, and LP verticals rely on DealCloud to work more efficiently and competitively. From day one, we’ve worked closely with these firms to develop and deliver products and services that drive meaningful outcomes.
Case Studies
Raymond James needed to find a configurable, enterprise-grade system that could be used across the entire investment bank and act as the central hub for all deal and relationship management.
Growth equity investor, FPE Capital, needed a solution to seamlessly share activities and knowledge across their firm.
Private equity firm, Atlantic Street Capital, needed a technology to track and manage everything from deal sourcing to fundraising to business development.
The real estate investment firm wanted to optimize productivity, streamline the deal execution process, and increase transparency across data outputs to execute on deals more effectively.
This boutique investment bank was seeking the right CRM solution to fit its unique needs.
This alternative investment management firm needed a better solution to stay informed in real-time and formalize relationship management data.
This investment management firm was seeking a solution to streamline operations and improve business outcomes.
The Sterling Organization investments team needed a more collaborative and efficient solution for deal and relationship management.
The J2 Global Corporate Development team needed a more efficient way to manage its pipeline and deal flow.
When it came time to formalize the deal and relationship management functions at the firm, PAI Partners knew they needed a system that was built for their specific purposes.
We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.
For the Deal Advisory team at Gerald Edelman, having a single source of truth for all deal and relationship data for every client and client project was imperative.
See below for a list of select clients who have deployed DealCloud and enjoy the power of purpose-built technology on their dealmaking process.






























































































Deals are complex.
That’s why there’s DealCloud.