Family offices software

Single-family and multifamily office investors are tasked with wearing many hats, from sourcing and origination to fundraising, pipeline management, and deal execution. Without the right technology to manage day-to-day operations and activities, family offices lose deals to private equity funds with larger teams and more resources.  


Excel and generic CRMs simply cannot support today’s family office investors because the underlying technology is not equipped for complex relationship and deal structures. DealCloud helps family offices centralize their institutional knowledge and relationship capital in one place — and arms them with the intelligence and data they need to compete in an increasingly crowded market. Our solution ensures that investors find the right people, deliver the right message, participate in winnable deals, and manage key relationships successfully.


DealCloud often gets compared to a CRM, but in reality, our family office software is equipped to do much more than that. Family offices, no matter the size, need the ability to manage relationships, transactions, processes, workflows, and the operations and compliance of the overall firm. Our family office investment software allows family offices to keep track of every relationship by allowing family office investors to categorize, tag, organize, and report on their relationship data (such as companies, contacts, and deals) in any way they choose. The technology adapts to the unique ways each family office works.

From strategy to execution

Firms of all sizes need to maintain visibility on developments in their target industries and geographic regions, as well as keep track of emerging trends. For family offices to successfully manage their growth and maintain best practices, investment management technology is a necessity. DealCloud’s family office software helps family offices manage their deal processes and key relationships. Our family office planning tools enable investment professionals to understand and manage the complex ecosystem surrounding a deal all without duplicative input. That’s why best-in-breed family office, investing, and private equity professionals leverage DealCloud’s platform for the following:


  • Deal and pipeline management
  • Business development activity tracking
  • Intermediary and lender coverage
  • Fundraising and IR
  • Portfolio monitoring and reporting
  • Bid analysis
  • Travel planning
  • Conflicts checks
  • Time tracking

Family office software features and solutions

DealCloud’s software for family office investors centralizes unorganized proprietary and third-party data and transforms it into meaningful intelligence with easy-to-read, interactive dashboards and automated reports. Users can elect to receive notifications and automated reports with predictive insights via email, web, and mobile. Notifications can be scheduled, such as via weekly pipeline reports, or triggered by certain activities within the platform, such as the creation of a new deal or logged note.

Since our family office software was built by financial industry experts, we know that not all family offices operate in the same way. The pipeline, relationship management, and reporting needs of one user, team, division, or company may differ greatly from the next. DealCloud’s family office investment management software provides investment professionals with the tools they need to inform decision making.

Solution overview


Rolodexes and spreadsheets are no longer the best tools for the job. DealCloud’s family office software centralizes communication and relationship data and helps transform day-to-day activities into actionable relationship intelligence.

Business development

In order to succeed, family office investors must embrace the role of technology in drumming up new opportunities. DealCloud’s family office investment software provides business development professionals with all the tools they need.

Pipeline management

DealCloud’s family office software was designed to handle the nuances of complex transactions with many participants. Our family office investment planning technology helps family offices transform the way they approach, track, and accelerate deals as they move through every stage in the pipeline, from origination to execution.

Actionable data

From Preqin to Pitchbook and every data provider in between, DealCloud has partnered with leading capital markets intelligence hubs to provide family office investors with the information they need to strategize and execute on deals right in the DealCloud platform with DataCortex.


DealCloud’s integrated marketing solution, Dispatch, allows family offices to deploy marketing campaigns with ease. Email campaign activity, performance metrics, and analytics are found within your existing DealCloud platform, which makes it easy for investment teams to nurture relationships.


Whether the aim is to accelerate the process of checking for conflicts of interest or designating a single source of truth of auditable data, DealCloud provides all the tools family office investors need to maintain compliance.

Contact our team of skilled and experienced implementation specialists to schedule your family office investment firm software demo.


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Ready for a CRM that’s purpose-built for family offices?

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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  • Grow and maintain relationships
  • Increase market coverage
  • Enhance likelihood of a closed deal
  • Improve pipeline visibility

  • Streamline business development activity management
  • Heighten transparency across team members
  • Accelerate compliance checks
  • Enjoy more efficient due diligence

DealCloud differentiators

Unlike other investment software platforms, DealCloud was built specifically for family offices. Our technology enables family office investors to:


Centralize unorganized data and transform it into meaningful intelligence with easy-to-read, interactive dashboards and automated reports.


Elect to receive notifications and automated reports with predictive insights via email, web, and mobile.


Have the power and precise control to tailor DealCloud on a user-by-user basis so that every individual has the tools and the views in front of them necessary to facilitate the flow of information intuitively, simply, and with the right levels of access.

Schedule a demo of the best family office software

There are many technological advances to be admired in the past several decades, but family office investment software like DealCloud is on the rise because it’s uniquely suited for family office investors. When leveraged properly, our family office investment management software and solutions enable professionals to get the job done right, more quickly, and with greater ease.

It’s time for family office investors to accept the complexities of the industry and choose to leverage only those technologies that are squarely focused on helping move the needle. Schedule a demo of our family office software today.



“As the private equity and family office space continues to grow and evolve, it is more important than ever to employ sophisticated technology solutions like DealCloud. DealCloud is built for private investment firms, and we believe it will significantly improve the effectiveness of our firm’s business development and marketing initiatives, while providing meaningful insight into our relationship management endeavors.”

James Carey

“We needed a quality off-the-shelf product for managing our deal pipeline and coordinating processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel and investment workstream characteristic in making direct investments in private equity and venture capital.”

Gregory Lindae, Managing Director

“We were immediately convinced by the DealCloud platform. Thanks to its track record, the DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. The platform is easy to use and flexible, which allows it to fit in perfectly with every type of Evolem activity. With DealCloud, we are aiming at better monitoring of our interactions with our contacts and improving our deal flow management efficiency.”

Maxime Boyer, Director

“When we were evaluating options for new technology, it was clear DealCloud would be able to streamline processes and workflows across our firm. The DealCloud platform is easily configurable to fit our needs and helps us drive business.”

Yarno Vanovenberghe

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