Limited partners management software

Today’s limited partners (LPs) require access to complex reports and custom dashboards on demand. Generic CRM platforms simply can’t address the need for real-time data for every stage of the investment lifecycle because they were built for a different business model — one that doesn’t take into account an LP’s complex relationship, deal, and funding structures.


DealCloud provides investors and partners with a data-powered platform that comes equipped with industry-leading fund administration, deal management, fundraising, and investor relations capabilities. No matter the size of your fund, the specificity of your preferences, or breadth of your investment appetite, the platform can be easily configured to help you manage your allocations, communications, and fundraising processes.


The world’s leading limited partners and investors are inundated with data. Without technology, the purpose and value of this data is hard to quantify. When limited partners leverage software like DealCloud, they are able to organize, tag, and report on that data. From tracking progress on negotiations, due diligence processes, or voting developments, limited partners can use software to inform their day-to-day activities.


Central to the DealCloud software platform for limited partners is the ability to track fund investments at every stage, with every fund manager or GP. Our software makes it easy for limited partners to organize and visualize data based on key factors such as fund strategy, capital allocations, deal teams, deal sources, and much more. DealCloud comes equipped with traditional CRM capabilities to manage transactions and relationships — as well as advanced features and functions that sophisticated limited partners need.


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From strategy to execution

The true value of DealCloud’s software for limited partners is that it was built specifically for limited partners, with their unique needs in mind. Limited partners maintain a complex web of relationships with GPs, advisors, bankers, brokers, and other intermediaries, placement agents, accountants, consultants, lawyers, and other deal influencers. Without technology, LPs are at a disadvantage as they collect deal memorandums and industry insights, because those cannot be transformed into institutional knowledge. With DealCloud, every data set that a limited partner cares about comes to life and can be reported on.


LPs expect the funds they invest in to have a sophisticated, technology-driven approach to investing, and they hold themselves accountable to this same level of finesse. Best-in-class limited partners and investors can leverage DealCloud’s platform for the following:


  • Business development activity tracking
  • GP communication
  • Intermediary coverage
  • Fund manager coverage
  • Deal and legal document management
  • Travel planning
  • Compliance and risk management
  • Increased visibility into deal and pipeline management

Limited partner software features and solutions


Embedded into the fabric of DealCloud’s limited partner software platform is a flexible data structure that allows leading LPs to find information and report on it quickly. When limited partners use DealCloud’s software, seemingly disparate data can be connected together for deeper analysis and intelligence. Whether reporting on direct investments, co-investments, real assets, partner deals, or fund investments, every data point related to an LP’s query can be accessed with just a few clicks. With the ever-increasing demands on the average limited partners’ time, PDF, Word, and Excel reports can be pre-formatted, templatized, and exported in just one click. For those LPs on the go, this data can be accessed from the desktop, mobile device, and email.


DealCloud was built with the complex transactions that limited partners execute on daily in mind. No matter what your unique needs are, our core software, integration layer, and third-party data streams in addition to an expert client support team will ensure your firm’s success.

Solution overview


Rolodexes and spreadsheets are no longer the best tools for the job. DealCloud’s platform built for limited partners centralizes communication and relationship data and helps transform day-to-day activities into actionable relationship intelligence.

Business development

Limited partners are tasked with managing relationships and running business development campaigns that support deal sourcing. With DealCloud, LPs can centralize and optimize all BD activity and receive alerts when action is needed.

Pipeline management

From initial interest to due diligence, to structuring and setup to closing and funding, DealCloud’s software for limited partners enables step-by-step transaction monitoring. As deals move through the pipeline, it’s easy to keep yourself and all key stakeholders informed.

Actionable data

From Preqin to Pitchbook and every data provider in between, DealCloud has partnered with leading capital markets intelligence hubs to give limited partners the information they need to strategize and execute on deals.


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 limited partners need to maintain compliance.

Reporting and analytics

From Excel-like bulk editing functionality, to one-click tear sheet reports, to charts and graphs with real-time data, DealCloud provides limited partners with the reporting, analytics, and data visualization tools limited partners need in the modern world of dealmaking.

Contact our team of skilled and experienced implementation specialists to schedule your limited partners software demo.

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Ready for a CRM that’s purpose-built for limited partners?


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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  • Strengthen fund management capabilities
  • Improve pipeline visibility
  • Streamline business development activity management

  • Heighten transparency across team members
  • Accelerate compliance checks
  • Enjoy more efficient due diligence

DealCloud differentiators

What sets DealCloud apart from other software providers is that DealCloud’s core software was built by dealmakers, for dealmakers. With deep and focused attention on the needs of capital markets firms, DealCloud has amassed expertise on how the world’s leading limited partners firms operate. From day one of being a DealCloud client, limited partners gain access to a team of data scientists and industry experts who understand fundraising cycles, the complexities of capital allocation, and the need to maintain strong relationships with general partners (GPs) and fund managers.


DealCloud also knows that no two limited partner firms are exactly alike. This is why our team will get to know your unique needs, current pain points, and existing operational challenges to identify all the ways that the DealCloud software can create new efficiencies. Because the pipeline, relationship management, and reporting needs of one LP may grow and change over time, we help limited partners build a central hub for all of the firm’s intelligence. With comprehensive training and onboarding programs, DealCloud provides every user with the tools they need to focus on what’s important and leave administrative burdens in the past.

Schedule a demo of the best limited partners software

Over the past decade, DealCloud has emerged as the technology provider of choice to capital markets of all sizes and strategies. DealCloud has a deep commitment to providing LPs with the sophisticated reporting and analytics tools they need, and as a result has grown its limited partner client base significantly over the years.


DealCloud’s product offerings continue to facilitate key outcomes for limited partners, including pipeline analysis, fundraising, task management, intermediary and GP coverage, geographic coverage, and much more. With quarterly product releases and an innovative product roadmap, the DealCloud product gets better and more useful to limited partners with each passing year.

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