DealCloud redefines



For financial services professionals, relationships are paramount. We believe that marketing analytics should be put in the hands of deal and fund professionals, where it can be used to fuel day-to-day interactions and conversations.


With DealCloud Dispatch, our financial services marketing software, you can view email campaign activity, performance metrics, analytics, and more within your existing DealCloud instance. This integration makes it easier than ever for team members to gather a full and transparent view of every deal and every relationship.


The DealCloud Dispatch marketing platform centralizes a capital markets firm’s business development and marketing activities into one, unified platform. In addition to viewing your automated email campaign activity, our financial services marketing software allows members of your marketing and business development team to create custom landing pages and web forms to track conversions and engagement (opens, clicks, etc.) Together, these data points create a true single source of truth for all relationship intelligence. Using the DealCloud Dispatch marketing platform can help your marketing and business development team drive new opportunities and nourish existing relationships in a scalable way.


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Financial services marketing software features and benefits

We understand that financial professionals in all markets we serve, expanding across the private equity, investment banking and advisory, venture capital, and real estate markets, require practical, functional, and useful marketing automation software. DealCloud Dispatch is marketing automation for financial services made easy. Using our financial services marketing software, deal professionals from all markets are able to easily communicate with their clients, prospects, and internal stakeholders. Additionally, with DealCloud Dispatch, users can perform many functions from launching their next promotional email campaign without having to import, export, or segment targeted leads since everything is already integrated into the DealCloud CRM to sending an internal memo. With DealCloud Dispatch, users are also able to see engagement metrics including which email campaign opens, clicks, and general engagement.


The history of DealCloud Dispatch

After launching DealCloud, our team of financial and technology professionals realized the need to create a marketing automation software that can be used within the DealCloud platform. Just as firms in the capital markets work to grow profits per partner, our marketing automation software continues to grow and evolve to best serve the needs of our clients. Our client support and account management teams are here to help users develop an integrated marketing strategy using marketing automation for financial services that can help scale money-making relationships effectively.

DealCloud Dispatch overview:

Email marketing

Using Dispatch, users can effectively communicate with clients, prospects, and internal stakeholders to ensure constant interaction and foster better communication.

Custom web pages

In our financial services marketing software, users can produce and launch new and customized web pages directly from DealCloud and seamlessly integrate the data into the DealCloud platform.

Custom forms

With custom forms, users can create ways for clients and prospects to download content and directly integrate that data into Dispatch.

Advanced reporting and analytics

DealCloud Dispatch unifies reporting and data analytics within the platform so users can view engagement metrics directly in the Dispatch platform.

Built-in CRM

In Dispatch, users can create email campaigns targeting their contacts already in their existing DealCloud CRM, eliminating the need for multiple sources of record.

Create and share collateral

Users can easily create and share collateral using Dispatch, DealCloud’s financial marketing automation tool, and track which contacts are engaging with their content.

Contact our team of capital marketing technologists to learn more about our marketing automation features or to schedule your financial services marketing software demo.

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Supporting the future of marketing automation software

Just like the DealCloud platform is much more than a generic CRM, Dispatch takes financial services marketing automation capabilities to the next level. With Dispatch, financial professionals are able to take advantage of a robust repository of information and unique metrics that are already tracked by the firm in DealCloud. Use Dispatch’s unique features to drive new business development opportunities through marketing automation. Within minutes of sending an email marketing financial services campaign through Dispatch, clients begin to see the power of incorporating marketing data alongside the other information they track in DealCloud. With the power of financial services marketing automation, firms can use Dispatch to create opportunities that can help them win business.

DealCloud differentiators

Using Dispatch, DealCloud’s financial services marketing software, your firm will have access to features not found in generic marketing automation software. We understand financial professionals have unique and specific needs, driving us to create Dispatch and update the add-on with modern features and tools. Our financial services marketing platform lets you email the contacts in your existing DealCloud CRM, eliminating the need for multiple sources of record. In other marketing automation software, contact data quickly becomes out of date and list-building filters are limited. In addition, since data security is imperative for financial services firms, we created Dispatch to include built-in security, ensuring that the data always remains protected. Other advantages of using Dispatch over a generic marketing automation software include push-button reports, offline mode, and more.

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Capitalize on every marketing and business development initiative

To compete in the crowded capital markets, firms must announce their successes, advertise their strike zone, and establish their credibility at every opportunity. With our financial services marketing software, Dispatch, you can send sophisticated and branded communications to your key institutional relationships — including deal announcements, industry analysis/reports, press releases, fundraising communications, and much more—next to our advanced CRM and capital markets pipeline management tools.


Dispatch is more than distribution: In our software, you’ll collect the engagement metrics on each campaign and better understand the ROI of your marketing activities. Start by sending:


  • Deal announcements
  • Industry analyses and reports
  • Company press releases and announcements (automate this!)
  • Fundraising communications
  • Promotional emails
  • New hire announcements
  • Event and webinar invitations
  • Holiday cards
  • Regular news letters

An inside look into Dispatch Pages: attract and acquire the information that drives business

It’s difficult to attract attention, so when you do, it’s vital to collect the information you need. With Dispatch Pages, users can design, customize, and launch unique landing pages and embed webforms that capture the details you need to power your next event, marketing initiative, or campaign.

We understand that financial professionals are always on the go and need a simple, easy-to-use way to communicate and engage with clients and prospects. Dispatch Pages can be accessed from anywhere (and on any device!) at the click of a button and once landing pages or web forms are deployed, all submissions and inputs received flow directly into DealCloud, streamlining the way new information is gathered and distributed into the system. Submissions captured in Pages and webforms flow seamlessly into DealCloud to be capitalized on in real-time.

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DealCloud’s financial services marketing software, Dispatch, can help to fuel new business development opportunities. Using our marketing platform, you are able to have a single source of truth for all contacts and engagement data and use that relationship data to inform marketing and communications decisions. Since all marketing data lives in DealCloud alongside deals, fundraising, and similar data points, it’s easy to show which contacts who engaged with an email campaign went on to generate revenue for the firm. As a result, Dispatch helps firms get more out of your marketing efforts by incorporating marketing data into your existing day-to-day workflows while quantifying the impact that marketing provides on revenue. If your firm still doesn’t “get” the value of marketing, consider using Dispatch to make it clear. To learn more about how Dispatch can add value to your firm, schedule a demo.

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“With DealCloud, we have a solution built specifically for our needs giving a single, all-encompassing view of clients, people networks, and prospects.”

Dan Surowiec

“By giving us a centralized view of our relationships and highlighting opportunities, DealCloud allows us to continue our history of successfully partnering with portfolio companies and investors through all market cycles.”

Greg Racz

“My colleagues and I carry out our marketing and deal management functions on DealCloud. DealCloud is a powerful and versatile solution for our team. We researched several alternatives and, after one DealCloud demonstration, we found a truly superior solution for managing our pipeline and our marketing initiatives.”

Rich Anderson

“Blue River has decided to deploy DealCloud to have clear and instant visibility on our data. Allowing us to set up processes which track the success of our deals in a coherent way of both buy-side and sell-side. We have been able to streamline our outreach while setting up appropriate notifications allowing the team to work in an even more efficient manner.”

Bryan Berent