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Our cloud-based software is designed for the complex needs of partner-driven capital markets firms.
Our technology empowers you to harness the cumulative intellectual capital of your people and processes. With the DealCloud platform, you’ll get a single source of truth to help you manage relationships, execute deals, and easily connect with external solutions and third-party data providers.
You have the knowledge, and DealCloud has a proven track record for transforming that knowledge into actionable intelligence.
Together, we’ll deliver more success for your firm.
DesktopAdd or modify data from your email and calendar. All data is automatically captured and appropriately tagged within DealCloud so you can stop wasting time on manual data entry and close more deals.
MobileOur mobile apps are completely configurable and optimized for on-the-go dealmaking. Access custom tearsheets, reports, dashboards, documents, and all the data you need from the palm of your hand.
Our platform is securely hosted on Microsoft Azure’s enterprise-grade cloud computing platform. Our focus and investment is, and always will be, on our clients’ data security.
Use our Word and Excel plugins to access all the information in the DealCloud platform. Excel and Word treat DealCloud data like any other data point, which opens the door for pivot tables, SUMIFs, and other data analysis. Create a report template, save it, and hit refresh — and you have on-demand reporting in your preferred format.
Read more about our Excel Add In >
Read more about our Word Add In >
Push-button reportsDealCloud enables teams to download and design preformatted reports based on any data set from either web or mobile interfaces. Reduce administrative burden by scheduling these reports to be sent to yourself, a team member, or group of people as a PDF or Word Document at a cadence that works best for you.
Our “Work on behalf of” feature makes it possible for users to execute on work within the DealCloud platform on behalf of someone else. This enables members of your team to work together and lean on each other for support with ease.
SearchOur robust, type-ahead search functionality looks across deals, companies, documents, locations, industries, and interactions so you can find what you need faster. Save your favorites for even faster navigation.
Offline modeAll cached content is available in offline mode, so you can work wherever, whenever. All newly entered interactions and tasks are saved in the outbox and synced once a connection is reestablished.
Don’t let the business cards you collect at conferences and events collect dust. Scan them directly into DealCloud as contacts for faster data entry.
Our custom Add Ins for the Google suite and Microsoft Outlook allow you to automatically sync emails, contacts, events, and attachments directly into the platform.
ImplementationOur implementation team is focused on understanding your existing processes and data sets. With hundreds of implementations under their belt, they partner with every client to ensure a smooth, thorough, and strategic transfer so your team is set up for success from day one.
Account management and client successEvery DealCloud client is assigned an account team to oversee your needs as your team grows, and as your needs evolve. They act as a partner and are singularly focused on helping you make DealCloud work for your firm’s purposes (no matter how complex or unique).
Managed servicesFor complex data configurations and more robust projects, our Professional/ Managed Services team provides consultative, results-driven support. Our team of consultants, data experts, and API integration experts work closely with clients on an as-requested basis to develop unique capabilities that give firms a competitive edge.
Live supportWith a platform as unique and complex as DealCloud, there are sure to be questions. Our Product Support team is focused on helping you resolve those questions and get you back to closing deals.
DealCloud UniversityDealCloud University (DCU) empowers you with confidence in understanding our platform and your ability to achieve your firm’s goals. Our on-demand training resources are readily available via the DealCloud platform so you can conveniently find answers quickly — accessible 24/7.
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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