background

Data management software solutions

Schedule a relationship management-focused demo with our team today!

 

Dealmakers and professionals in the financial and professional services ecosystem need robust data management solutions. Thanks to a constantly evolving market and increasing competition, it’s vital that professionals and firms keep their data organized in order to focus their efforts on deals, strategy, and relationships. Prioritizing, protecting, and properly analyzing the large quantities of data that legal, consulting, accounting, and capital markets firms manage can be a challenge. With DealCloud — the leading global financial and professional services CRM solution — data management can be drastically simplified.

 

Implementing a generic, industry-agnostic CRM system — one that isn’t built with financial and professional services firms in mind — often only meets a portion of your firm’s needs and becomes a roadblock to success in an increasingly competitive market. DealCloud’s deal and relationship management technology helps dealmakers and professionals focus their efforts in order to deliver on results, based on the firm’s proprietary and third-party data.

 

DealCloud recognizes the importance of building a single source of truth for dealmakers and professionals that’s purpose-built for complex, ever-evolving, and robust data sets. Sync your third-party data— leveraging providers such as Pitchbook, Equilar, Preqin, S&P Global and more — to the DealCloud platform to build a bridge that seamlessly connects all of your data, and all of the people who manage that data, within a single solution. Automate and audit existing data with ease and rest easy knowing your data is housed in one centralized, secure solution.

 

In addition to centralizing your firm’s data all in one place, DealCloud software provides the data management tools and functionality you need to keep data clean, accurate, and organized. We recognize that, regardless of firm size, migrating data from one platform to another can be challenging, as can implementing top tier data governance and stewardship programs. At DealCloud, we’ve aligned our entire organization around these common pain points and, as a result, we have the product capabilities, client support, and training capabilities to ensure you can achieve expert data management programs.

 

To learn more about how DealCloud’s data management solution can do more than a traditional CRM, schedule a demo.

 

Schedule a demo

Improving firmwide access to the data that matters most

DealCloud was built by industry experts to serve the unique needs of financial and professional services firms. That’s why we know how crucial it is to properly manage and protect the data that your firm leverages. We’ve created dedicated data management solutions, including the ability to merge entries, audit data, bulk import and export, and other mission-critical tasks, centering dealmakers’ day-to-day needs.

 

DealCloud lets your firm organize, guard, and properly report on data, no matter your organizational size, structure, or market. Our purpose-built solution not only creates a single source of truth for your firm’s institutional knowledge and data, but also includes next-generation functions that help users manipulate, update, and ratify data at scale, at the pace of real-time transactions.

 

Professionals in private equity, investment banking, venture capital, accounting, consulting, legal, and other financial and professional services sectors require purpose-built CRM technology that’s easily adaptable to the way they execute on live deals. When equipped with DealCloud’s suite of data-management tools and solutions, dealmakers and industry professionals can create 360-degree views of their data, keep them updated, and focus their efforts on deals and relationships.

 

Countless financial and professional services firms have implemented DealCloud and unlocked data management capabilities that empower their firms to deliver results more quickly. With DealCloud’s integrations for Microsoft Excel, Word, and Outlook, dealmakers can see not just a holistic view of their data, deal, and relationship management tasks, but keep that information updated as deals progress and due diligence unfolds. Thanks to DealCloud’s mobile application and cloud-based desktop application, data from within the platform can be accessed and updated from wherever a dealmaker wants to work.

 

Using DealCloud’s DataCortex solution, financial and professional services firms gain access to industry contact data, private and public company data, deals, news, and other sources of researched data — all in one inclusive solution. Save time by searching third-party data sets directly within DealCloud and eliminate the need to toggle between multiple sites. We’ve proudly partnered with some of the best financial and professional services data providers, including Pitchbook, Equilar, Preqin, S&P Global Market Intelligence, and other leading data providers.

 

Implement DealCloud at your private equity firm to access key data management tools and best practices:

 

  • Audit and optimize existing data within DealCloud
  • Check, manage, and mitigate duplicate data
  • Monitor incomplete or missing data
  • Define user permissions to edit and delete appropriate data
  • Sync data across various platforms, including web, mobile, and Microsoft Outlook
  • Upload and export large quantities of data with ease
  • Revert changes and recall data that’s accidentally deleted or changed
  • Save time by bulk editing and updating existing data
  • Organize data entry using list management
  • Automate relevant updates to your firm using data automation rules

Our data management and data migration expertise

DealCloud offers a best-of-breed data management solution trusted by global firms of all types and sizes. We’ve developed extensive best practices to streamline your day-to-day data access. Data management training is a critical component of being a DealCloud client. Users gain access to DealCloud University — an online resource with how-to videos and interactive documentation — that helps your teams learn data management best practices, tips, and tricks that drastically reduce administrative burden, save time, and allows dealmakers and professionals to focus on transactions as they unfold in real time.

 

Contact us

DealCloud data management features

Deduplication and entry merging

DealCloud’s easy-to-use Merge Entries tool helps maintain strong data across the firm so you can combine metadata and references from multiple entries into a single entry — eliminating duplicate records for a single entry or at scale.

Data cleanliness reports

 DealCloud offers data cleanup dashboards you can leverage to pursue cleaner, more actionable data. These dashboards break down various important pieces of missing or incomplete data in a given list, profile, report, widget, or other area of your firm’s CRM.

Data centralization

DealCloud makes it easy for professionals to house their contacts, activities, and any other critical data in one place. With these advantages, dealmakers can better manage relationships, execute on transactions, and expand their portfolios.

Revert changes

 At DealCloud, we know mistakes happen. That’s why our platform allows certain users to leverage deletion logs. Leaders can see the date records were deleted, the user who made the deletion, its source, the affected list, and the number of deleted entities. When needed, users can undelete the record(s).

 

Bulk edit

In the financial and professional services space, deals move fast. Sporting intuitive spreadsheet functionality, DealCloud users can add, delete, filter, reorder, swap, view, hide columns, and add data quickly — all of which will be immediately applied across a user’s or firm’s DealCloud instance.

Data import and export

When your firm becomes a DealCloud client, a meaningful implementation process imports only the most valuable data into your CRM. From there, your firm can configure rules and permissions that enable greater data cleanliness and reduced risk of data loss, defining who can import data, export data, and at what frequency.

 

DealCloud differentiators

Unlike traditional CRMs, DealCloud is built to serve the industry-specific data management needs of financial and professional services firms. Our technology solution centralizes your firm’s disorganized proprietary and third-party data, transforming it into meaningful intelligence, all while providing dealmakers and professionals with built-in tools that make it easy to update, edit, import, export, and leverage their intelligence. Customize your notifications and automate your pipeline reporting with predictive insights via email, web, and mobile interfaces delivered at the cadence you prefer.

 

Update your permissions and tailor DealCloud on a user-by-user basis so every individual gets the appropriate tools and views they need for their role. Streamline the identification and management of conflicts of interest and avoid reputation-damaging regulatory infractions with our conflicts management solution.

 

Learn more

background

DealCloud Differentiator: Data management tools

Your firm’s ability and willingness to maintain strong, clean data right from the start is critically important. Great data stewardship is one of the easiest ways to ensure that every member of your team is getting the most out of...

Read more
background

DealCloud Differentiator: Bulk Editor

Chances are, you or your firm deals with large amounts of data. This data wouldn’t mean much if it weren’t for the ways in which you organize, separate, interpret, and process it. A few cells, lines of information, or data are easy to manage - but what about a...

Read more
background

DealCloud Differentiator: Permissions and user groups

We know that not all DealCloud clients operate in the same way. The pipeline, relationship management, and reporting needs of one user, team, division, or company may differ greatly from the next. That’s why our users have the power and precise control to tailor DealCloud...

Read more

Schedule a demo of DealCloud

Although the past several decades have ushered in a number of data-management advances, purpose-built technologies like DealCloud are on the rise because they’re uniquely suited for financial and professional services firms. Our financial and professional services data-management platform helps your team members get their work done accurately, quickly, and more easily.

 

It’s time for financial and professional services firms to address the complexities of our industry with an all-in-one CRM and data management solution squarely focused on helping move the needle. Schedule a demo of our financial and professional services data management software today.

Schedule a demo

Downloadable resources

background

Case study: Raymond James leverages DealCloud

Raymond James Financial is a leading diversified financial services company that provides private client advisory services, capital markets and investment banking, asset management, wholesale and retail banking and other financial services to individuals, corporations and municipalities. In its investment banking division, Raymond James advises in areas such as...

Read more
background

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...

Read more
background

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...

Read more

Learn how to accelerate your firm’s growth

background

The need for private capital data management is more important than ever

Leading GPs, LPs, and advisers share key insights with DealCloud on the opportunities that new datasets can offer, and the emerging challenges that exist.   Does the mere availability of data make life easier? Does our ability to mine new datasets mean we can do more in less time? We...

Read more
background

Best practices for the modern, data-driven private equity firm

How third-party data can deepen intelligence, and the importance of data stewardship, by Preqin and DealCloud. This article was originally published on the Preqin website.    Every private equity fund manager has come to terms with the importance of data; both the game-changing potential of good data and the pitfalls of...

Read more
background

Why alternative asset managers need tech-enabled data

This article was originally published by the Puget Sound Business Journal. To read the original, click here.   Have you ever noticed how many scenes in science fiction and military movies take place in a command center? Whether...

Read more
background

How investor relations and fundraising professionals can use data to reach fundraising goals

Investor relations (IR) teams constantly deal with all forms of data, such as annual revenue, quarterly guidance, progress against key initiatives, and relationships with limited partners (LPs). Tasked with crafting a compelling story about fund performance, portfolio company enhancement, and strategic value, IR and fundraising professionals struggle...

Read more
background

How a data management platform can increase market coverage

Capital markets firms are actively evaluating their data management platform (DMP) solutions and finding a relatively high degree of market awareness about the shortcomings and pain points in this area. According to KPMG’s report, Data Management Trends in Capital Markets: Turning Tides, 27% of capital markets respondents...

Read more

Schedule a demo

Contact us