Limited partners

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, but importantly, comes equipped with advanced features and functions that sophisticated limited partners need.

Schedule a demo

From strategy to execution

The true value of DealCloud’s software for limited partners is that it was built specifically for limited partners, and 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 a limited partner cares about comes to life and can be reported on.

LPs expect the funds into which they invest to have a sophisticated and technology-driven approach to investing and hold themselves accountable to the 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

Schedule a demo

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 investment, 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:

CRM

Rolodexes and spreadsheets are no longer the best tool 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 enabled 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 provide limited partners with the information they need to strategize and execute on deals.

Compliance

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.

Data integrations

Get out of spreadsheets and harness the power of your proprietary data alongside industry-leading third-party data, all in the same platform.

DealCloud’s LP clients integrate data from the following companies into their day-to-day deal making activities:

Ready for a CRM that is 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.

Take the assessment

Outcomes

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.

Learn more

DealCloud differentiator: Scheduled reports

Most firms report on their pipeline, fundraising activity, and market coverage on a regular basis, so the concept of scheduling reports for delivery to your inbox makes sense. For firms that use Excel spreadsheets to manage everything, this might feel like an unattainable dream as the process today usually...

DealCloud differentiator: Dashboards

Dashboards – probably the most popular buzzword used by software companies to describe how simple and easy to consume data is from their platform. What’s not to like? Dashboards can roll up vital information, they can surface information you might not be aware of, and they look cool. The problem...

Schedule a demo – 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.

Schedule A Demo

Downloadable resources:

Connecting the dots of your technology ecosystem

Deal professionals are always looking for ways to improve efficiency and processes across all areas of their business. By building and enabling application programming interfaces (APIs) between deal management technology and other systems, deal professionals can work more effectively across business...

How limited partners leverage technology to streamline everyday workflows

Private equity dealmakers are constantly thinking about the best way to manage both their deals and relationships with limited partners. According to a recent report by Deloitte, “General partners (GP) have worked closely with limited partners (LP) to develop a cadence in reporting that is both useful...

Software for limited partners: 3 must-have dashboards

What kinds of software do limited partners need? Best-in-class limited partners and institutional investors watch the market diligently and manage relationships with general partners (GPs) expertly, and have long demanded greater transparency and accountability from private equity investors. Many LPs have placed an increased emphasis on environmental social...

4 reasons why dealmakers need a best-in-class CRM

As a verticalized deal relationship management solutions software, DealCloud leads as the capital market technology software. DealCloud has the ability to cater and meet the unique needs of each firm while managing complex relationships and deal structures of the capital markets with their best-in-class CRM platform for dealmakers. DealCloud...

DealCloud named most promising capital markets technology provider by CIO Review magazine

DealCloud's data-powered platform enables dealmakers and principal investing professionals to execute on transactions while reducing their total cost of ownership (TCO) and administrative burden New York, NY - December 2, 2019 – DealCloud, the leading platform for deal, relationship, and firm management...

The top five ways a connected technology ecosystem benefits financial services firms

What are the benefits of a connected technology ecosystem for financial services firms? Robust integration between systems underpins the ability for capital markets and financial services firms to get accurate and up-to-date data quickly. This information is critical and required in order to drive well-informed decision-making. What caused this shift...

Limited partners

From strategy to execution