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Corporate development software to help from strategy to execution.

Interested in our newsletter curated for corporate development professionals?

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Interested in our newsletter curated for corporate development professionals?

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In today’s competitive market, publicly and privately held companies are tasked with making acquisitions that propel corporate growth in new and exciting ways. No matter if the company’s acquisition targets are identified or unknown, the relationship management and business development processes need to be handled with care by corporate development professionals.

Most companies want to execute on their add-on and roll-up strategies in a thoughtful, methodical way, but they don’t have the resources and tools at their fingertips to get the job done. By creating a single source of truth for all information regarding deals, intermediaries, and other deal sources, DealCloud has enabled corporate development professionals to operate more efficiently and strategically.

To its core, DealCloud believes that every investment thesis is unique, and that the teams that execute on it should have a fully configurable, unified technology platform to act as the central hub for relationship intelligence. We’re proud to deliver these solutions to companies of all shapes and sizes, ranging from high-volume and publicly traded corporate acquirers to those looking for their first add-on.
DealCloud was built to enable corporate development teams and leaders at acquisitive publicly-traded and private companies more effectively manage their deal pipelines and relationships. This technology was built to be configurable, responding to the unique needs of corporations and flexible enough to account for all of the complexities of M&A transactions.

Maintaining visibility on the wide array of strategic acquisition opportunities can be extremely challenging, especially since most corporate development teams are small and have limited resources at their disposal. With DealCloud, deal teams get access to a single source of truth for all potential acquisition targets, industry executives, and a historical view of the relationship. Transaction targets can be thoughtfully categorized in DealCloud by partnership or transaction type, business unit, status, geography, and much more. When the corporation is ready to transact, DealCloud becomes the central hub for deal correspondences, interactions with lawyers, accountants, and consultants, documents, bid records, risk analyses and assessments, comparable deal analyses, and other relevant information.

From strategy to execution

Corporate development teams need to maintain visibility on developments in their industry, as well as keep track of emerging trends. Without DealCloud’s technology, corporate development teams are left managing these complex, often long-term transactions within simple Excel spreadsheets or out of email inboxes. This leaves them at a disadvantage and hampers their ability to compete with other acquisitive companies or private equity buyers.

Especially in today’s fast-paced, competitive environment, dealmakers need software to accelerate the time it takes to find key information and data. With DealCloud’s cloud-based web and mobile application, corporate development teams have all of their institutional knowledge and relationship data available at a moment’s notice.That’s why they leverage DealCloud’s platform to more effectively deploy capital and grow their companies:

 

  • Private company monitoring
  • Business development activity tracking
  • Investment banker coverage
  • Industry analysis
  • Deal and legal document management
  • Investment process creation and management
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Corporate development software features and solutions

An up-to-date deal pipeline is no longer a nice to have for corporate development teams, it’s a must have. With corporate consolidations on the rise and the M&A market white-hot, acquisitive companies must move quickly in order to have a fair shot at deals. No matter if you’re looking to execute an multi-company add-on strategy, merger, divestiture, or one-time acquisition, DealCloud has the tools and capabilities that corporate development teams need. Our software enables deal teams to originate deals through next-generation relationship management and business development solutions.

DealCloud provides corporate development teams with timely alerts on transaction targets who haven’t been contacted in a certain amount of time as well as easy-to-use tools that allow dealmakers to search, sort, and filter their data based on their transaction strategy. When the team is executing a deal, they can take advantage of DealCloud’s workflow tools which ensure proper due diligence as well as automated workflows to occur that reduce the administrative burden associated with repetitive tasks. Whether on the buy-side or sell-side (or both sides), DealCloud’s technology was made with the day-to-day needs of corporate development professionals in mind.

Solution overview

CRM

Rolodexes, spreadsheets, and industry-agnostic CRMs are no longer the best tools for the job. DealCloud’s platform centralizes communication and relationship data and helps corporate development teams maintain and grow their network of deal sources and transaction targets.

Business development

In order to succeed, corporate development teams are increasingly relying on data and technology to support the deal origination process. DealCloud’s software provides corporations with the tools they need to originate add-on deals with ease.

Pipeline management

DealCloud’s corporate development software helps firms transform the way they approach, track, and accelerate deals as they move through every stage in the pipeline, from origination to execution.

Actionable data

Corporate development teams need to maintain visibility on every corner of the market in order to compete. That’s why we created DataCortex, an integrated data solution that allows dealmakers to manage proprietary and third–party private company data in one unified platform.

Marketing

DealCloud’s integrated marketing solution, Dispatch, allows corporate development teams to deploy marketing and prospecting campaigns with ease. Email campaign activity, performance metrics, and analytics are found within your existing DealCloud platform, which makes it easy for dealmakers to nurture relationships with private company executives and other deal sources.

Conflicts

DealCloud’s software enables corporate development teams and their counsel to accelerate conflict resolution by streamlining critical risk-management activities within a unified deal, relationship, and compliance management platform. Gain visibility into increasingly complex and demanding deal terms by centralizing, streamlining, and indexing transaction-related and other documents.

Contact our team of skilled and experienced implementation specialists to schedule your corporate development software demo.

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Data integrations

 

Retain your competitive advantage by leveraging your company’s proprietary data alongside industry-leading third-party data, all in the same platform. Many of DealCloud’s corporate development clients integrate data from the following companies into their day-to-day dealmaking activities:

Want to learn more about our solutions for corporate development teams?

Download our one-pager.

 

Ready for a CRM that’s purpose-built for corporate development?

 

Despite careful consideration and planning, most capital markets firms struggle to implement a CRM solution in a way that serves the firm’s needs. Many firms store vital data in unorganized or unoptimized systems. In fact, countless deal professionals find themselves wasting time on manual data entry or repetitive pipeline updates as they happen.

If this sounds familiar, it may be time to reconsider your current CRM selection and pipeline management process.

The good news is, you’re not alone. With countless CRM migrations under our belt, we have the expertise to craft a strategy for optimizing your CRM using just a few pieces of information about your firm’s size, data, reporting needs, and workflow.

 

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Outcomes driven by corporate development software

 

 

  • Grow and maintain relationships
  • Achieve better market coverage
  • Enhance forecasting capabilities and pipeline visibility
  • Stay compliant and mitigate risk

  • Increase the likelihood of a closed deal
  • Streamline and organize business development activities
  • Establish better transparency across team members and stakeholders
  • Execute deals more efficiently

DealCloud Differentiators

Those who serve in corporate development roles know that it is a very complex line of work, one that requires both great relationship building skills and an ability to maintain speed and efficiency. In order to perform in this role, corporate development teams need specialized technology that can handle the complexities of their day-to-day dealmaking activities.

 

The DealCloud platform is used by corporations of all shapes and sizes, ranging from publicly-traded companies with large appetites for acquisitions to medium-sized companies looking to stay organized as it integrates companies into the fold. Each corporation, upon becoming a DealCloud client, gets a unique configuration of the product which allows them to execute on transactions and operate more efficiently quickly.

Learn more
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DealCloud Differentiator: Workflow management

Most firms have a standard process for managing a live transaction. On the buyside you might need to review a Teaser and CIM, then as a deal progresses prepare a presentation for the Investment Committee, sign a Letter of Intent, etc. On the...

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DealCloud Differentiator: Predictive analytics

Predictive analytics are the next frontier for many private equity and investment banking firms. During the pre-transaction process of completing valuations, both private equity deal teams and investment bankers are likely to compare the prospective M&A deal at play to similar deals that have entered the market...

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The DealCloud team has helped thousands of corporate buyers find greater speed in their dealmaking activities as well as derive greater value from their data. As corporate consolidation and M&A activity continues to be one of the best ways for corporations to grow, corporate development teams are increasingly relying on technology to help them stay competitive against private equity and other buyers. Schedule a demo of the DealCloud platform today to see how your corporate development team can leverage software to fuel its deal, pipeline, and relationship management strategy.

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“In order to identify and build relationships with acquisition targets in a sophisticated manner, we needed a new technology platform. We looked at several options in the market, and only DealCloud could be configured to match our unique, specialized investing preferences.”

Sean Alford

“Our previous CRM platform did not provide the functionality and ease of use to effectively manage our relationships and M&A activity. The DealCloud platform provides a more user-friendly experience, enabling greater transparency and information collection among our team.”

Ryan Gable

Downloadable resources

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Case study: Progress

Prior to deploying DealCloud, the Progress corporate development team managed M&A deal flow using spreadsheets. As deal volume and complexity increased, the team struggled to efficiently manage a growing top-of-funnel. Progress recognized the need for a purpose-built platform to improve operations and track potential M&A targets, leading its...

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How to convince the boss it’s time for a new CRM

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