Venture capital CRM

DealCloud is custom-fit for the complex relationships and transaction structures of venture capital firms. We offer VCs an enterprise-grade, cutting edge, and single-source solution that outpaces traditional CRM platforms. Although generic systems are built to meet the needs of sales and retail organizations, DealCloud was thoughtfully built to support a many-to-many relationship object model.

When we say fully configurable, we mean it: It’s easy to access and configure any field or data set, regardless of fund size or investment preferences. During the implementation process, we equip clients with custom network coverage reports and dashboards, so the entire firms feels the technology’s impact from Day One. With DealCloud’s configuration, clients are able to track what they need and eliminate what they don’t. All functionalities are also available on DealCloud’s mobile app, making it easy for professionals to keep their fingers on the pulse of the fast-moving VC landscape.

DealCloud often gets compared to a CRM, but in reality, the software is equipped to do much more than that. Our venture capital software allows venture capital 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 venture capital firm works. From tracking your executive network pipeline to looking up funding history data to monitoring board seats and liquidity preferences, DealCloud has been refined to help the most competitive venture firms execute on deals more effectively and build more meaningful relationships.

From strategy to execution

Today’s venture capital professionals 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 venture capital professionals’ complex relationship, deal, and funding structures.

In a hypercompetitive funding landscape, VCs need to maintain visibility on developments in their industries and track emerging trends. That’s why they leverage DealCloud to more effectively deploy capital in the following areas:

Deal and pipeline management
Executive network management
Lender coverage
Business development and activity tracking
Industry analysis
Round-by-round funding analytics
Deal and workflow management
Deal and legal document management

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Venture capital software features and solutions

When venture capitalists are focusing on new deal sourcing, it can be challenging to manage relationships and keep track of data. One proven strategy being deployed by venture capital firms to help solve these challenges is to invest in venture capital software built specifically for venture capital professionals. DealCloud’s venture capital CRM can increase your firm’s competitive advantage by helping you manage your deal pipeline, execute on deals more effectively, and build more meaningful relationships.

We’ve also developed countless tools and features on top of our core venture capital software that enable venture capital professionals 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.

Solution overview

CRM

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

Venture Capital 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.

Compliance

DealCloud’s software enables venture capital professionals 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.

Reporting and analytics

DealCloud’s venture capital 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.

Contact our team of skilled and experienced implementation specialists to schedule your venture capital software demo.

Data integrations

Enrich any field, report, or dashboard by infusing third-party data alongside your firm’s proprietary insights.

VC firms use DealCloud to integrate data from the following companies into their day-to-day dealmaking activities:

Want to learn more about our solutions for venture capital firms?

Download our one-pager.

Ready for a CRM that’s purpose-built for venture capital?

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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Outcomes

Achieve better market coverage
Grow and maintain relationships
Enhance forecasting capabilities and pipeline visibility
Stay compliant and mitigate risk
Add more value post-investment

Increase the likelihood of closed deals
Streamline and organize business development activities
Establish better transparency across team members and stakeholders
Execute on deals more efficiently
Create robust, customized reports

DealCloud differentiators

DealCloud’s venture capital software was built by financial services professionals, for venture capital professionals. One great feature of DealCloud’s software for venture capital firms 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.

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: Push-button tear sheets

Most firms have consistent reporting formats that need to be generated on an agreed-upon schedule, like weekly or monthly. Great examples of this are a firm's pipeline report, fundraising status, or a client-facing buyers list report. For most firms, generating these reports means putting together a Microsoft...

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...

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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 venture capital software enables professionals to get the job done right, more quickly, and with greater ease.

It’s time for venture capital 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 venture capital software, today.

“DealCloud complements our ability to source opportunities and drive competitive returns across all our investments. It enables us to focus our time on building and maintaining meaningful relationships instead of sifting through dense spreadsheets of data.”

Ryan Selkis

“We reviewed many deal flow management tools and chose DealCloud due to its flexibility and ability to adapt to our needs as we scale. Along with managing and streamlining our day-to-day operations, we use DealCloud to capture and share data that allows us to opportunistically identify and execute transactions.”

Anup Arora

“DealCloud provides an integrated solution to manage data across all parts of our business and was easily customizable to track our impact metrics for both our venture and project investments. DealCloud has helped us improve our deal flow process throughout the lifecycle of a transaction and allows us to move faster in making investment decisions.”

Rhea Hamilton

“We looked at a number of solutions to help us manage our deal flow, execution, and relationship management. What stands out about DealCloud is that their technology was built with intimate knowledge of the needs of investors and what it means to manage deals and relationships across the entire lifecycle. DealCloud has become essential to my day and it has made our whole team more efficient as we collaborate — and is especially useful in a world that suddenly relies on more remote work and interactions.”

Paul Jordan, Vice President

“We combine transitional capital with transformational expertise to help companies achieve exit readiness on their founder’s timetable, and we needed a platform that was as innovative and progressive as our deals are. The DealCloud platform and team have been incredible to work with powering our dealmaking process.”

Sam Kentor

“DealCloud’s broad adoption in the market speaks to the need for a comprehensive platform for deal professionals, rather than simply a generic customer relationship management (CRM). We are excited to be a part of the continued success of the company.”

Joe Maxwell

“We are a firm made up of entrepreneurs and problem solvers ready to make a difference in the startup world. We needed a solution that would be able to keep up with and meet all of our needs. DealCloud was the best option for us on the market.”

Dean Hatton

“As a hyper-focused venture firm, we hold ourselves to a high standard when it comes to being process-driven and methodical in our approach to investing. We rely on DealCloud to organize our deal and relationship management efforts and to centralize data pertaining to our portfolio companies, capital and services providers, and talent network so that we can focus on being value-added partners to our brands and operators.”

Dan Gluck

Downloadable resources

How to convince the boss it’s time for a new CRM

Your firm has already sunk significant resources into its current financial services CRM system; making a case for abandoning that investment requires you to clearly demonstrate that the system’s limitations are creating sufficient missed opportunities to mandate change. Being a change agent within a capital markets firm is...

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 venture capital firms can use pipeline technology to manage deals at every stage

For venture capital (VC) firms, finding the proper technology to manage deals at every stage of the pipeline has always been a challenge. Never has this been more apparent than in 2020 — a volatile year for the capital markets at large. No one could have anticipated that...

Organize your VC deal flow management for a stronger pipeline

Experienced venture capital (VC) deal professionals know that their firms must closely manage all opportunities as they enter and exit the firm’s purview. However, without a VC deal flow management strategy in place, firms risk running a disorganized operation full of unmeasurable processes and crossed wires. Consequentially, their...

4 best practices for sourcing venture capital deals

Despite the economic upheaval caused by COVID-19, venture capital (VC) funding continues to surpass all previous records. However, it’s not because VC firms are funding a higher number of deals; in fact, the overall deal count hasn’t increased during the last 6 years. The reason behind...