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Fund of funds for investment firms

Today’s most competitive investors are facing a proliferation of data and an increasing number of market participants and deals to track every day. Most fund-of-fund firms want to execute on their investment 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, relationships, and capital deployment, DealCloud has enabled these professionals to operate more efficiently and strategically.

 

DealCloud believes that every investment team and model is unique, and that those who execute on it should have a fully configurable, unified technology platform to act as the central hub for the firm’s intelligence. We’re proud to deliver these solutions to fund of funds now, and will continue to build new solutions that adapt to ever-changing market complexities.

 

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

From strategy to execution

For capital markets firms to successfully manage their growth and maintain best practices, investment in technology is a necessity. DealCloud’s investment firm software helps fund-of-fund firms manage their deal processes and key relationships. Our fund-of-fund firm tools enable investment professionals to understand and manage the complex ecosystem surrounding a deal — including company management, advisors, lenders, sponsors, and investors — all without duplicative input.

 

The FoF model demands that there be visibility on every market development and trend occurring in the industry. And because the returns tend to be lower than traditional investment funds, the margin of error tends to be larger. That’s why they leverage DealCloud’s platform to more effectively deploy capital and grow relationships:

 

  • Fund monitoring
  • Business development activity tracking
  • Fund manager coverage
  • Industry analysis
  • Deal and legal document management
  • Investment process creation and management

 

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Features

DealCloud’s fund of funds investment software 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 weekly pipeline reports, or triggered by certain activities within the platform, such as the creation of a new deal or logged note.

Since our investment firm software was built by industry experts, we know that not all fund of funds 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 and DealCloud’s fund of funds software provides investment professionals with the tools they need to inform decision making.

Solution overview

CRM

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

Business development

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

Pipeline management

DealCloud’s vertical-specific investment firm CRM was designed to handle the nuances of complex transactions with many participants. Our investment firm 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

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

Marketing

 DealCloud’s integrated marketing solution, Dispatch, allows fund of funds 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.

Compliance

 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 investment teams need to maintain compliance.

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

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Data integrations

 

Retain your competitive advantage by leveraging your firm’s proprietary data alongside industry-leading third-party data, all in the same platform.

 

DealCloud’s fund of fund clients integrate data from the following companies into their day-to-day deal making activities:

Want to learn more about our solutions for fund of funds?

Download our one-pager.

 

Ready for a CRM that’s purpose-built for fund of funds?

 

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.

 

Take the assessment
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Outcomes

 

 

  • Achieve better market coverage
  • Grow and maintain relationships
  • Enhance forecasting capabilities and pipeline visibility

  • Stay compliant and mitigate risk
  • Streamline and organize business development activities
  • Establish better transparency across team members and stakeholders

DealCloud differentiators

Unlike other investment firm software platforms, DealCloud was built specifically for fund-of-fund firms. Our technology enables investment professionals 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.

 

Learn more
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Schedule a demo:

There are many technological advances to be admired in the past several decades, but investment firm software like DealCloud are on the rise because they are uniquely suited for fund of funds professionals. When leveraged properly, our investment firm CRM and solutions enable professionals to get the job done right, more quickly, and with greater ease.

It’s time for fund of funds professionals 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 investment firm software today.

Schedule a demo

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“When searching for a provider of a platform to manage our deal pipeline, one criteria was to find a platform that is simple and provides an immediate overview. The DealCloud platform allows us to focus the time spend on assessing investment opportunities and increases pipeline transparency throughout the entire lifecycle.”

Christen Estrup

“DealCloud was the natural choice for us due to their flexible platform and focus on the capital markets industry. The DealCloud platform improves efficiency in our existing processes through a solution customized to our needs while also enabling us to run more advanced analysis across our data sets.”

Christian B. Jensen

“The private markets continue to suffer from an underinvestment in cutting-edge technology and software solutions. For firms to successfully manage their growth and maintain best practices, we see investment in technology as a necessity. DealCloud plays a pivotal role in the way firms manage their deal processes and key relationships.”

Eric Hirsch

“After several months of evaluating numerous technology solutions to replace our investment and relationship management systems, DealCloud emerged as the clear winner. We selected DealCloud for its versatile functionality and found it to be easily adaptable for our firm. The platform will complement our current investment and investor relations processes as our firm continues to scale. As we continue to grow as a firm, DealCloud will allow us to work more efficiently on the investment side and will assist us with building and strengthening our relationships.”

Christopher Faucher

Downloadable resources

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Case study: Raymond James leverages DealCloud

Raymond James Financial is a leading diversified financial services company that provides private client advisory services, capital markets and investment banking, asset management, wholesale and retail banking and other financial services to individuals, corporations and municipalities. In its investment banking division, Raymond James advises in areas such as...

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Deal professionals are always looking for ways to improve efficiency and processes across all areas of their business. By building and enabling application programming interfaces (APIs) between deal management technology and other systems, deal professionals can work more effectively across business...

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