Intelligent deal, relationship, and pipeline management.

Powered by DealCloud.

Designed by former bankers and investors, the DealCloud platform offers the next-gen reporting and data analysis tools capital markets firms need.

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Flexible tech for complex transactions

We built DealCloud with the complexities of real-life transactions at the forefront.

  • Report on deals by size, industry, geography, fund, strategy, or other unique category your firm cares about.
  • Leverage interactive dashboards that reveal deeper, real-time data with every click.
  • Circulate polished PDF, Word, and Excel reports to your team and stakeholders with a single click.
  • Eliminate administrative burden by centralizing the firm’s data all in one place.

Helping deal professionals work more efficiently

DealCloud makes it easy to connect, collaborate, and execute on deals.

Putting data directly in your hands

Our mobile application is optimized for on-the-go dealmaking. Access custom tear sheets, reports, dashboards, documents, and all the data you need from the palm of your hand.

  • Quickly access dashboards and reports
  • Receive notifications and alerts
  • Keep deals moving , any time and anywhere
  • 360-degree relationship information for rapid meeting prep
  • Access your data even when offline

Cloud solutions for dealmakers

Relationship Management

DealCloud auto-ingests and centralizes communication data, helping you keep track of day-to-day activities that lead to deeper relationships.

Pipeline Management

Ditch the confusion and disorganization. DealCloud allows you to monitor every deal as it enters and progresses through your firm’s unique pipeline stages.

Business Development & Marketing

You need to source and originate deals, and DealCloud offers the tools to get the job done, from tiering contacts to sending bulk communications.

“DealCloud has quickly become our go-to solution for our M&A and financing pipeline, deal execution, and client relationship management.”

Union Square Advisors

“DealCloud gives us a birds-eye view of ongoing developments in the market so that we can streamline and focus our deal sourcing and BD efforts.”

Monroe Capital

“DealCloud is a comprehensive and intuitive platform that drives efficiencies and provides transparency for all relevant stakeholders.”

Pine Brook Partners

See the platform in action

See it for yourself! Our team is comprised of capital markets industry experts who understand your firm’s data and technology needs.

We can show you how market-leading firms are leveraging technology to get an edge against their competition.

Schedule a demo

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