Private equity software and solutions

An industry as complex as private equity demands purpose-built technology that’s easily configured to meet your firm’s unique needs. With increased competition in the market, it’s more challenging than ever for private equity firm leaders to grasp how markets shift on a daily basis. These trends have a serious impact on your firm’s ability to achieve long-term success.


DealCloud’s data-powered private equity software is specifically designed for private equity firms, giving PE professionals the power to execute deals at the highest levels. No matter the size of your firm or the specificity of your investment mandate, our software can be easily configured to align with your current business development and portfolio management processes.


DealCloud often gets compared to a CRM, but in reality, the software is equipped to do much more than that. Private equity firms, no matter the size, need the ability to manage relationships, transactions, processes, workflows, and the operations and compliance of the overall firm. Our software allows private equity firms to keep track of every relationship by allowing dealmakers to categorize, tag, organize, and report on their relationship data (companies, contacts, deals, etc.) in any way that they choose. Put simply, the technology adapts to the unique ways each private equity firm works. And because the tagging and reporting capabilities are so flexible, these firms are able to track their progress towards goals such as fundraising, capital deployment, and dealmaker productivity.


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From strategy to execution

Today’s LPs will accept nothing less than a sophisticated and technology-driven approach to investing. Private equity firms need to respond to those demands by having a data-driven and scientific way of executing on their investment theses. Not only does DealCloud allow private equity professionals to develop investment theses by combining the power of proprietary and third-party data, but it allows them to actually execute on that vision. No matter if your firm is geographically, deal size, or industry-focused, DealCloud helps PE investors take a handshake and transform it into a closed deal within our private equity software.


Best-in-class private equity professionals leverage DealCloud’s private equity software for all of the following:



Private equity software features and solutions

Whether your firm just closed its first fund or if it has completed hundreds of transactions, our private equity software can help your firm grow and become more efficient. Over the last ten years, we’ve developed countless tools and features on top of our core CRM platform that enables private equity investors to do the administrative and time-intensive parts of their job more quickly and efficiently. The time saved using DealCloud gives professionals more time to build and grow relationships that lead to closed deals.


One great feature of DealCloud’s purpose-built private equity software is our one-click tear sheets. Most firms have the need to create reports consistently (daily, weekly, monthly, quarterly, or at any other cadence). These reports include deal pipeline updates, fundraising status reports, or industry and sub-industry progress reports. Many firms spend countless hours generating these reports in Excel spreadsheets, and waste time sorting and formatting the report every time it needs to be created.


DealCloud also has automated the entire report generation process so that before any meeting or call, dealmakers can leverage and share real-time data with the click of a button. Best of all, the process is simple. Our implementation team will, upon becoming a DealCloud client, will assess all of your day-to-day, week-to-week, and month-to-month reporting needs. Once all of your data is cleansed and organized in the platform, the DealCloud team will not only set up these one-click tear sheets for your firm, but teach your deal professionals how to create new and unique Word document, PDF, and Excel reports. To read more about our private equity software and all of the features built specifically for financial services firms, continue reading below.


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Solution overview:


With the increasingly complex nature of relationships in the capital markets, Rolodexes, spreadsheets, and industry-agnostic CRMs are no longer the best tool for the job. DealCloud’s industry-specific platform centralizes communication and relationship data and helps private equity firms 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 private equity 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 private equity 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

Private equity 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 integrated marketing solution, Dispatch, allows private equity firms to deploy marketing campaigns with ease. Email campaign activity, performance metrics, and analytics are found within your existing DealCloud platform, which makes it easy for dealmakers to originate deals, share updates on the firm, and gather a full and transparent view of every relationship.

Fundraising and investor relations

Gone are the days of investor relations and fundraising teams and LP data being siloed. Best-in-class private equity firms are operationalizing their IR efforts in the same platform where all deals and relationships are centrally managed, bringing all of the firm’s data and mandates together in one single source of truth.

Reporting and analytics

DealCloud’s private equity 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.


DealCloud’s software enables private equity investors 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.

Contact our team of skilled and experienced implementation specialists to schedule your private equity software demo.

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Want to learn more about our solutions for private equity firms?

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Ready for a CRM that is purpose-built for private equity?


Despite careful consideration and planning, most capital markets firms struggle to implement a CRM solution in a way that serves the firm’s needs. For many, vital data is stored 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, just a few pieces of information will enable us to tell you how to optimize your CRM based on your firm’s size, data, reporting needs, and workflow.


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  • Increase Market Coverage
  • Enhance likelihood of a closed deal
  • Improve pipeline visibility
  • Streamline business development activity management

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

DealCloud differentiators

Unlike other private equity CRMs and software platforms, DealCloud was built by private equity investors, for private equity investors. Our technology centralizes unorganized data and transforms it into meaningful intelligence with easy-to-read, interactive dashboards and automated reports. Users can 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.

Since our platform was built by industry experts, we know that not all private equity firms 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. That’s why our users 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.

A single source of truth

The development and rise of vertical-specific CRMs, like DealCloud, has made it easier for private equity firms to keep all their contacts, activities, and other critical information in one place. With these advances, dealmakers are better able to manage relationships and develop coverage models. DealCloud defines a “single source of truth” as the place where all of your firm’s data and information surrounding is accounted for and easily accessed. The benefit of this approach is that there is a clear defined process and workflow for finding answers and making decisions.

When a single source of truth exists within a firm, deal professionals can share who is going to what conferences and industry trade shows, for example. Dealmakers can use DealClod to log their social activities with bankers and business owners. This information is important for others to know, including which contacts are covered and which need to be contacted. By sharing information, you create a company ecosystem and a lifecycle that ensures every deal and relationship is managed in a sophisticated and efficient manner.

Compared to other private equity platforms

Over the past 10 years, hundreds of private equity firms have struggled to configure generic CRM platforms to meet their unique needs. Even some software providers that claim to be designed for private equity investors fail to meet basic expectations. As a result, thousands of investors have turned to DealCloud’s team of consultants to transform the way the firm uses technology. Because our platform comes equipped with tools and features that can’t be found in any other private equity software tool, including private equity compliance and analytics features, DealCloud has emerged as the clear choice amongst firms globally. No other front-office technology provider has achieved a comparable level of market penetration in the capital markets.

We believe that CRM platforms that are built generically will never achieve investors’ desired outcome. The underlying technology, unfortunately, cannot be retrofitted to manage the complex relationships and deal structures of a diverse portfolio. Our platform, proprietarily built on a flexible and multi-relational database model, provides a meaningful alternative to these generic platforms and delivers unrivaled value to our clients. From the beginning, we have understood the complexities of the industry and have designed and innovated our product — as well as our User Interface (UI) and User Experience (UX) — to serve a vast number of asset classes. Put simply, our technology is without equal in the market because of the unmatched outcomes and greater value we have generated, outpacing that of any competitive private equity CRM platform.

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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 private equity solutions enable professionals to get the job done right, more quickly, and with greater ease.

It’s time for private equity 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 private equity software, today.


“We chose DealCloud as one tool to assist us with designing and developing a more proactive and coordinated European origination and execution strategy. The platform was perfect to help us deliver on this aim and we are seeing efficiencies and improvements across the board already.”


James Smallridge

“We leverage DealCloud’s data solutions to see who is attending various trade shows and conferences, and to set up meetings while we’re there. It’s helped us increase our efficiency, meet more people, and deepen our relationships.”

Phil Olson

“As we start to deploy our third fund, we’ve expanded our team and continued to build our coverage of key deal sources as well as our sector reach. Across the industry, DealCloud helps our team drive consistent touches with our most prolific relationships.”

Peter Shabecoff

“With DealCloud’s deep experience in Private Equity, we knew the team would deliver a relationship management platform that fit our operating-focused sourcing and execution strategy. By tracking all of our interactions and pushing out daily reports and summaries, DealCloud puts real-time, actionable business intelligence in the hands of our team. In addition, the efficient implementation of the platform has allowed us to stay focused on deal execution.”

Robert Gamble

“DealCloud is a comprehensive, intuitive, purpose-built platform that can help drive efficiencies and provide transparency for all relevant stakeholders. Because we cover two very large and diverse sectors, we have a wide network of industry contacts and a large global base of existing and prospective investors, DealCloud will allow us to better track, analyze and interact with these diverse audiences.”

Emily Sharko

“We know the importance of managing all of the relationships that touch our firm. We are excited to start using the DealCloud platform to meet our needs.”


Paul Ginsberg

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