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