Investment banking and advisory

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Interested in our newsletter curated for investment banking professionals?

The complexities and pace of change in today’s markets require investment bankers to modernize and become more agile. Whether trying to better manage client relationships and the deal pipeline, or struggling to gain better visibility into the current state and staffing of active engagements, advanced technology is needed to modernize deal and relationship management.


DealCloud provides investment bankers with an all-in-one solution, allowing them to build meaningful client relationships, analyze active pursuits and market trends, and streamline deal execution — enabling them to boost win rates and operational efficiency.

From strategy to execution

Buyers and sellers rely on intermediaries to manage the day-to-day developments of a deal ― and nothing short of the ideal outcome is acceptable. DealCloud is purpose-built investment banking software that adds value across coverage and product groups, and drives a centralized, collaborative, and uniform deal process from prospecting through execution.


That’s why best-in-class investment banking professionals leverage DealCloud to run a sophisticated deal process from start to finish:


  • Build deal winning relationships
  • Keep a bird’s eye view of the industry
  • Institutionalize team progress
  • Fast-track counterparty list creation
  • Centralize deal document management
  • Streamline engagement execution

Investment banking software features and solutions

DealCloud is far more than just investment banking CRM software — it’s the industry-leading solution for end-to-end deal and relationship management. DealCloud is purpose-built to help investment bankers and advisors boost win rates by providing a holistic view of relationship, pipeline, and market insights, as well as advances features and capabilities:


  • Integrated third-party market data
  • Automated relationship intelligence
  • Real-time institutional knowledge sharing
  • Streamlined reporting and automation
  • Centralized data and integration with Microsoft 365

Solution overview:

Relationship management

Efficiently discover and nurture meaningful client relationships with a comprehensive view of the firm’s multidirectional relationships across industries, sponsors, and lenders. DealCloud centralizes emails and meeting notes, and applies relationship intelligence for each contact. The software also automatically captures changes to contact information and sends reminders when it’s time to nurture key relationships.

Pipeline management

Accelerate the deal pipeline, as well as forecast upcoming staffing needs and incoming fees, with a centralized view of all active deals and parties involved throughout the deal lifecycle. DealCloud is designed to handle the nuances of complex market transactions involving many participants, and transforms pipeline management as a result.

Business development

Stay aligned throughout the pursuit and secure more deals. DealCloud unifies deal pipeline and third-party market data with the firm’s knowledge and experience, relationship insights, and business development activities and workflows — all within a central location.

Execution and process management

Streamline engagement execution with a comprehensive, detailed view of how teams are resourced and how they’re progressing in their pursuits and engagements. DealCloud simplifies counterparty list building, centralized staffing, workflow management, task automations, and approvals.

Firm and knowledge management

Increase firmwide knowledge to keep teams well-informed and improve decision-making. DealCloud provides a single destination for investment bankers and advisors to find and reference communications, workflows, files, and other data relating to active and historic deal pursuits and engagements.

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

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Want to learn more about our solutions for investment banks, merchant banks, and M&A advisory firms?


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Ready for a CRM that is purpose-built for investment banking and advisory?


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

Outcomes driven by investment banking software



  • Create better outcomes for your clients
  • Enhance likelihood of a closed deal
  • Increase market coverage
  • Improve pipeline visibility

  • Streamline business development activity management
  • Heighten transparency across team members
  • Accelerate compliance checks
  • Increase deal execution efficiency

DealCloud differentiators

Unlike other investment banking CRMs and software platforms, DealCloud was built specifically for investment banks. Our technology enables investment banking 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. 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.


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.


Since our platform was built by industry experts, we know that not all investment banks 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.

Schedule a demo – the best investment banking software

There are a great many technological advances to be admired in the past several decades, but purpose-built technologies like DealCloud are on the rise because they are uniquely suited for capital markets professionals. When leveraged properly, our investment banking software and solutions enable professionals to get the job done right, more quickly, and with greater ease.


It’s time for investment banking 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 banking software, today.


“We extensively examined the marketplace of providers of enterprise CRM systems to the investment banking industry. We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and private capital marketplaces. We had a very effective implementation experience and receive outstanding service from the industry experts on DealCloud’s Account Management team.”

Leslie Ann B. Curry, Managing Director and Chief Experience Officer

“DealCloud has a deep understanding of the Investment Banking business and offers off-the-shelf capabilities specifically designed for our business that we don’t see with other large CRM platforms. The platform will provide new insights on our business and enable us to maintain the high level of service we provide to clients.”

Simon Upton, Chief Operating Officer

“My colleagues and I carry out our marketing and deal management functions on DealCloud. DealCloud is a powerful and versatile solution for our team. We researched several alternatives and, after one DealCloud demonstration, we found a truly superior solution for managing our pipeline and our marketing initiatives.”

Rich Anderson

“Through DealCloud we are able to deploy our unique and extensive processes that captures a broad universe of data and efficiently put that to work for our clients benefit.”


Max Eckstein

“Having 50 years of collective experience across a diverse range of industries it was important for us to have one centralized location for all of our deal sourcing efforts which houses all of our institutional knowledge. The DealCloud team did an amazing job in helping us aggregate all of this information, enabling us to do our work in a more efficient manner.”

Brian Alas

“After a thorough search of multiple possible CRMs to replace Salesforce we chose DealCloud as the best fit for our team. The technology they have built is well-ahead of the other CRMs. We believe it will make us more productive and efficient as a company. Ultimately, it will allow Cornerstone be more successful and better serve our clients.”

Scott Bushkie

“DealCloud was the obvious choice for BRGCA. It’s a true end-to-end solution that solves the major issues with managing deal execution. With deal teams in five cities, we can work seamlessly across a single platform.”

Roger Johnson

“DealCloud helps us to see verified data right next to our proprietary notes and activity logs. It’s so valuable to have all of that information organized and centralized in one location for all of our team members to see.”

Dan Ward

“As our firm continues to grow, we are focused on making sure that we have an information solution that can be a foundational platform for us. After reviewing alternative platforms, DealCloud is unique in its ability to grow alongside us and provide numerous ways for our Shamrock team to harness and leverage our data and knowledge base.”

Andy Howard

“We sought out a platform that would help us understand which activities are most productive, which relationships are most active and what our inbound/outbound lead funnel looks like. After much research, we believe that DealCloud is the best path forward for us.”

Taylor Curtis

“Over the past few decades, FOCUS has adopted a methodology for identifying unique businesses, structuring a deal that ensures the business will prosper, running a distinct investment banking process, and closing a strategic transaction. We selected DealCloud to technology-enable this process and to support our bankers throughout the United States. We found the DealCloud platform to be highly configurable to conform to our proven methodology.”

Rick Thompson

“DealCloud’s solution provides us with a more effective and efficient collaboration engine across our business workflows, enabling us to enhance our client relationships, while increasing the company’s performance. We are also very satisfied with the agility and the bespoke support provided by their team of experts.”

Michel Degryck

“We have been looking extensively for a full-fledged CRM and project management system that can cope with the complexity of our business. DealCloud is specifically designed for M&A services and thus provides us with everything we need without losing flexibility. DealCloud offers a state of the art integration with Office 365, which helps us to keep better track of our projects and increase efficiency and transparency for ourselves and our clients.”

Jan-Willem Ditters

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