Investment banking and M&A advisor software

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Complex market dynamics demand that modern-day investment bankers and M&A advisors be increasingly agile. Without the right tools and technology at their disposal, buyer identification is arduous, due diligence tends to be slower, and getting the deal to close is much harder.


DealCloud’s platform enables investment bankers and advisors to track activities on the buy-side and sell-side, originate and develop more relationships, create tailored buyer lists, and much more. In creating a fully configurable platform, DealCloud has enabled investment bankers, M&A advisors, merchant bankers, and corporate finance professionals to execute on their client responsibilities with speed and accuracy. We’re proud to provide a technology backbone to intermediary firms of all sizes, ranging from regional and boutique firms to large, multinational banks.


To its core, DealCloud believes that every investment opportunity is unique, and that the investment banking teams who execute on it should have a fully configurable, unified technology platform to act as the central hub for relationship intelligence. The development and rise of vertical-specific CRMs, like DealCloud, has made it easier for investment banks and advisory firms to keep all their contacts, activities, and other critical information in one place. But DealCloud is more than just CRM. Equipped with transaction workflow capabilities and team collaboration functionalities, DealCloud’s investment banking software offers a state-of-the-art deal and relationship management system for investment banking professionals.

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 users have the power and precise control to tailor our investment banking software 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, which in turn makes your firm more efficient.


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


  • Private company monitoring
  • Business development activity tracking
  • Sponsor and lender coverage
  • Industry analysis
  • Travel planning
  • Deal marketing and buyer list creation
  • Deal and legal document management
  • Conflicts checks

Investment banking software features and solutions

Over the last ten years, we’ve developed countless tools and features on top of our core CRM platform that enable investment banking professionals to do the administrative and time-intensive parts of their job more quickly and efficiently. The time saved using DealCloud’s investment banking CRM software gives professionals more time to build and grow relationships that lead to closed deals.


DealCloud allows investment banks to execute mandates seamlessly. Advisors and intermediaries who use DealCloud can expect configurable deal processes backed by high-power support from a team of deal professionals.


DealCloud provides a single source of truth to help dealmakers manage relationships, execute deals, and easily connect with external solutions and third-party data providers. Our investment banking software empowers investment banking professionals to harness the cumulative intellectual capital of their people and processes. Our investment banking software can also act as an equalizer between firms of different sizes. DealCloud’s investment banking CRM software offers a way for boutique advisors and firms with lean teams to compete more effectively, increase customer engagement, and win more mandates.DealCloud supports the day-to-day needs of advisors and intermediaries, including:


  • End-to-end activity tracking
  • Relationship management
  • Sponsor coverage
  • Deal origination
  • Fee estimation and tracking
  • Industry group management
  • Targeted buyer lists

Solution overview:


DealCloud’s investment banking CRM software centralizes communication and relationship data and helps investment banks 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 banking CRM software provides business development professionals with all the tools they need to originate the platform and add-on deals with ease.

Pipeline management

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

Investment banking and advisory firms need to maintain visibility on every corner of the market in order to compete. That’s why we created DataCortex, an integrated data solution that allows dealmakers to manage proprietary and third–party data in one unified platform, empowering them to transform that data into institutional knowledge.


DealCloud’s software enables investment banking professionals to accelerate conflict resolution by streamlining critical risk-management activities within a unified deal, relationship, and compliance management platform. Gain visibility into increasingly complex and demanding deal terms by centralizing, streamlining, and indexing transaction-related and other documents.

Reporting and analytics

DealCloud’s investment banking CRM software unifies data, systems, and people with fully interactive reporting on your most important metrics, accessible anywhere, at any time. Since DealCloud was designed with the busy dealmaker in mind, every dashboard, chart, graph, tearsheet, data sheet, and profile can be customized to meet each user’s preferences and interests.

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

Contact us

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.


“DealCloud provides us with a huge array of analytics on, not just our own significant deal flow, but also insight that we are gleaning from across the market. These analytics are proving incredibly powerful when it comes to pitching. It’s also providing the entire business with game-changing insight into everything we are doing with our clients. When we are speaking to a client we are able to see everything we are doing with them across our business – what we’ve shown them, how we’re working with them, and when we last spoke to them. It’s truly everything we could want to know about how any one of our relationships are working and evolving, making us an even more compelling force in the mid-market.”

Jonathan Boyers

“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

Schedule a demo