Designed to handle the nuances of complex transactions within financial and professional services
Take control of your firm’s deal pipeline with our robust pipeline management software. Financial and professional services firms that have invested in our software have been able to focus on the deals and relationships that matter. With vertical-specific technology designed to handle the nuances of complex transactions with many participants, DealCloud has a strong track record of helping firms transform the way they approach every stage of a deal, from origination to execution.
Because our deal management software comes equipped with traditional CRM capabilities, we allow dealmakers and professionals to track and manage deal flow in the same place where relationships with individuals and other firms are managed. With DealCloud’s purpose-built and flexible technology layer, gathering insights across these seemingly disparate data sets is easy to learn and easy to adopt into your daily workflows.
On that note, we know that financial and professional services firms need to act quickly in order to win deals, and that’s why our platform comes equipped with one-click report downloads. This makes it possible for everyone in your organization to have accurate, up-to-date, robust summaries of every deal as they move through the pipeline towards closing.
- Fully configurable workflows
- Better transparency across teams
- Faster due diligence
- Single source of truth for all deals
- One-click report downloads