“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