Hedge funds software & CRM

Hedge fund managers constantly think about how to stay one step ahead of their competitors. Using best-in-class software and other sophisticated technology can help fund managers achieve long-term success. When hedge fund staff are looking for a new CRM and investment management solution, it’s important to consider how well each option handles a number of tasks, including managing proprietary data, accessing detailed firm and individual relationship insights, and maintaining an organized database of exposure and performance information.


DealCloud is more than just a CRM. This all-inclusive software — purpose-built for hedge funds — excels in relationship intelligence. DealCloud users gain detailed relationship insights that visualize complex data sets, helping firms and their staff better leverage strong connections in their individual and collective networks. These insights are crucial for being the first to market, especially for those hedge funds with complex, differentiated needs.


When contemplating an individual investment — or an overall investment strategy — hedge fund professionals rely on their complex networks of subject matter experts. DealCloud makes it easy for hedge fund managers to access and leverage these networks by organizing, normalizing, and centralizing insights and data. By accessing this information in one central location, hedge fund managers can spend less time searching across disparate data sets and more time in data analysis and decision-making.


Equipped with custom transaction workflow capabilities, due diligence checklist management, and team collaboration functionalities, DealCloud’s purpose-built hedge fund software offers a state-of-the-art deal and relationship management system to dealmakers and fund managers.

From strategy to execution

In order to stay relevant in a highly competitive market, hedge funds need to track emerging trends and maintain visibility into developments within key, rapidly developing industries. Because DealCloud is built with the unique needs of hedge funds in mind, the software helps fund managers seamlessly communicate with investors, deal sources, service providers, subject matter experts, and other deal participants.


Given the complicated nature of expert network workflows, DealCloud lets users track their interactions and the value of the information provided via the Executive Network and other dashboards. DealCloud’s easy-to-use and flexible dashboard-building capabilities increase efficiency and drive value for limited partners (LPs). By leveraging these dashboards and insights, hedge fund managers find market-leading advantages and competitive insights with greater ease.


Hedge fund managers can capitalize on the DealCloud platform for their end-to-end deal processes:


  • Relationship intelligence
  • Sponsor coverage
  • Idea management for acquisitions
  • Deal and pipeline management
  • Investor relations
  • Third-party data integrations
  • Due diligence management
  • Subject matter expertise management

Hedge fund CRM features and solutions

Using DealCloud’s purpose-built software, hedge fund managers can more easily source opportunities to raise capital and manage relationships with new and existing LPs. The DealCloud platform makes it possible for firms to maintain the firm’s entire investor relations program from one centralized platform. The ability to investigate proprietary insights and institutional relationships helps DealCloud users easily analyze deal information with real-time insights. Hedge fund managers have access to DealCloud’s relationship intelligence dashboards and reports that show detailed relationship scores, calculated based on data across all communications (inbound and outbound emails, phone calls, and meetings) between your firm and its network, letting hedge funds source and execute on deals more effectively. 


In order to keep dealmakers in the loop, DealCloud users can elect to receive notifications and automated reports with predictive insights via email, web, and mobile. Users can schedule and distribute notifications to certain groups at desired cadences, enabling weekly pipeline reports and other relevant information to appear in the inboxes and in the hands of key personnel. These reports can also be triggered by key activities within the platform, such as the creation of a new deal or logged note, enabling real-time action to be taken.

Solution overview


DealCloud’s hedge fund software centralizes communication and relationship data, helping hedge funds transform day-to-day activities into actionable relationship intelligence.

Business development

DealCloud’s hedge fund CRM software provides business development professionals with all the tools they need to originate new deals and investment opportunities with ease.

Pipeline management

DealCloud handles the nuances of complex multiparty transactions. Our hedge fund software helps firms transform the approach, tracking, and acceleration of deals as they move through every stage in the pipeline, from origination to execution.

Actionable data

Hedge funds need to maintain visibility into every corner of the market in order to compete. That’s why we created DataCortex, an integrated data solution that helps dealmakers manage proprietary and third-party data in one unified platform, transforming data into institutional knowledge.


DealCloud’s integrated marketing solution, Dispatch, lets hedge fund managers deploy marketing campaigns and plan industry events with ease. Dealmakers can review email campaign activity, performance metrics, and analytics within the DealCloud platform, making it easy to originate deals, share firm updates, and gain a full and transparent view of every relationship.


DealCloud’s software helps hedge funds accelerate conflict resolution by streamlining critical risk-management activities within a unified platform for deal, relationship, and compliance management. Gain visibility into increasingly complex and demanding deal terms by centralizing, streamlining, and indexing transaction-related documents and other data.

Contact our team of skilled and experienced implementation specialists to schedule your hedge fund CRM software demo.


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Ready for a CRM purpose-built for hedge 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.


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  • Institutionalize proprietary data
  • Manage investor relations
  • Leverage leading-indicator insights

  • Access relationship intelligence
  • Integrate with market-leading data providers
  • Organize sponsor coverage data

DealCloud differentiators

DealCloud provides deal and relationship management software designed for the complex relationships of hedge funds and investors — and helps you keep an organized list of potential new investment strategies.


DealCloud helps hedge funds manage their proprietary relationships and offers relationship insights. By leveraging the Network Analysis dashboard, users can visualize their data to see a breakdown of each contact’s relationship relative to a selected region, industry, contact type, and other contacts. Because the software populates this dashboard using live data, charts cannot be manipulated and represents up-to-date firm-wide intelligence.


 In addition to maintaining good rapport with investors, hedge funds also need to continuously think about their next investment strategy. By using the Suggested Deals and Acquisition Ideas dashboards, users can manage and track all historical deal ideas across the firm, and quickly and easily analyze new strategies.





Schedule a demo of the best hedge fund CRM software

More and more firms are turning to industry-specific, purpose-built technologies like DealCloud because they need a solution that’s uniquely suited to the needs of investment management professionals and their specific responsibilities. When optimally leveraged, DealCloud’s hedge fund software helps professionals get the job done correctly, quickly, and with greater ease.


It’s time for hedge fund managers to leverage technologies squarely focused on moving the needle — technologies built to streamline the complexities of their industry. Schedule a demo of DealCloud hedge fund software today.



“We needed a quality off-the-shelf product for managing our deal pipeline and coordinate 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 work stream 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

“We are service managers that offer more niche-type strategies than your typical direct lending. The innovative nature of these mandates means that our platforms must be equally robust. Choosing the DealCloud platform to digitally manage our capital raising efforts and institutional investor relationships was a natural fit.”

Jess Larsen, Founder and CEO

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