Transaction advisory services

Transaction advisory service providers compete for opportunities that emerge and are won nearly as quickly as subsequent due diligence reports must be provided to clients. From strategy through execution, firms must ensure alignment across advisory teams to meet these tight timelines, win more deals, and grow the business. However, driving this alignment can feel impossible when your firm relies on disconnected apps, data sources, and workflows.

DealCloud provides transaction advisory teams with a comprehensive view of their deal and relationship ecosystem — along with detailed workflow and knowledge management capabilities — to drive team alignment on their deal pursuits while accelerating service delivery. With DealCloud, advisory leaders and partners can harne­­ss insights and nurture relationships to pursue and win more deals while bringing their team into focus to accelerate the time-to-impact of services delivered.

From strategy to execution

Managing the network of relationships and day-to-day developments between an advisory team and all of ­the parties involved in prospective or current engagements across disparate apps and data sources consumes significant time that could be better spent growing the business. DealCloud provides a single source of truth that is tailored to the needs of various users, so individuals always have the information that is most relevant to their role in moving the business forward.

From tracking rumored deals through delivering due diligence reports, leading transaction advisory professionals can leverage several key capabilities in DealCloud to streamline their processes:


  • Monitor portfolio companies
  • Cover sponsors and other parties
  • Track business development activities
  • Manage deal pipeline and documentation
  • Reference insights from previous deals
  • Track prospective and current engagements
  • Manage engagement staffing
  • Create due diligence workflows and assign tasks

Solution overview:

Relationship management

Nurture and build new relationships with buyers and vendors by centralizing emails, meeting notes, and applied relationships scoring for each contact. DealCloud also automatically captures changes to contact data and sends configurable alerts to nurture relationships with key contacts.

Business development

Easily track opportunities, build stronger pitches, and stay aligned throughout your deal pursuit by unifying firm knowledge, relationship insights, and market news surrounding rumored deals — all within a central location alongside your firm’s current deal pipeline, workflows, and related activities.

Pipeline management

Analyze, drive, and anticipate the staffing requirements of your deal pipeline by institutionalizing pipeline management across sectors. Users can configure their view based on deal characteristics, make updates, sync relevant communications, and add deal notes directly from Microsoft Outlook.

Execution and process management

Gain a comprehensive, detailed view of how transaction advisory teams are resourced and progressing in their pursuits and engagements. Centralize staffing, workflow management, task assignments, and approvals via automated reporting of updates to team pipelines and due diligence reports.

Firm and knowledge management

Leverage a single destination to find and reference the communications, workflows, files, and other data relating to each deal pursuit and engagement.

Reporting and analytics

DealCloud’s investment banking CRM 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.

Schedule a demo – the best deal and relationship management software for transaction advisory professionals