Real estate investor CRM software that powers modern dealmaking
DealCloud’s software provides real estate fund managers with intelligent pipeline tracking, powerful deal analytics, and collaborative workflows, so real estate fund managers can focus on meeting investor demands and closing deals.
Business processes can make or break a deal, so it’s important that real estate fund managers streamline their team’s workflows for seamless collaboration. From messages to tasks and files, everything is updated in real time and centralized on DealCloud’s platform. That means real estate fund managers have an at-a-glance view of deal progress, teams have constant clarity around next steps that need to happen, and institutional investors get the transparency they require.
Single Source of Information
When time is of the essence, fund managers don’t have time to hunt around for the latest information. Because DealCloud centralizes all data in one place, real estate fund managers can sort, navigate, and pull exactly the data they need in a matter of seconds.
360-Degree View of the Portfolio
Real estate fund managers can easily sort and segment data with out-of-the-box reporting and data visualization. DealCloud identifies high-value actions needed to increase performance and allows fund managers to generate portfolio, financial and loan reports in minutes, keeping institutional investors satisfied.
Designed to Scale
DealCloud’s ease of scalability and customization further empowers fund managers to take on bigger, more complex deals. By tracking data for every deal a real estate fund manager has ever closed, lost, or pursued, they can dig into the data to get insights that can inform their ongoing approach and provide the transparency institutional investors demand.
Best-in-Class Risk Management
The larger the system, the greater the security risk. DealCloud has addressed this by protecting enterprise value with institutional grade data security and risk management controls that real estate fund managers can trust. We maintain SOC2 Type 2 certification and standards for security, processing integrity, and confidentiality.