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