background

Relationship management software

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

 

Harness the power of
 DealCloud Relationship Management.

Download the guide to DealCloud’s most innovative
firm-wide relationship management solution yet:

Relationship Management Suite Brochure

background

Equip your dealmakers with modern relationship management solutions

Tenured investment professionals know that strategic relationship facilitation and a strong understanding of outcome-driven analytics are vital to the delivery of successful results. In an age when new connections are more attainable than ever before, the ability to manage a dealmaker’s complex web of relationships can no longer be...

Read the blog.

With competition fiercer than ever, it’s critically important for financial and professional services firms to keep their strategies close and their relationships closer. With DealCloud — the leading financial and professional services CRM solution in multiple countries, including the U.S., Germany, India , and more — it’s possible.

 

Because of the increasingly complex nature of these relationships, Rolodexes and spreadsheets are no longer the best tools for the job. DealCloud’s CRM platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence.

 

Leveraging a generic, industry-agnostic CRM system can become a roadblock to success in the increasingly competitive and crowded financial and professional services industry. DealCloud’s deal management CRM technology empowers dealmakers to harness the cumulative intellectual capital of their people and processes. With DealCloud’s CRM for financial and professional services , professionals get a single source of truth to help them manage relationships, execute deals, and easily connect with external solutions and third-party data providers such as PitchBook, FactSet, Preqin, and more. Using DealCloud’s marketing automation tool, Dispatch, and our third-party data tool, DataCortex, dealmakers can integrate email marketing analytics and third-party data to help them manage relationships and identify opportunities.

 

To learn more about how DealCloud’s platform is more than just a CRM and can help firms stay competitive and achieve success, schedule a demo.

 

 

Schedule a demo

Made for the modern professional; designed by deal and technology experts

DealCloud was founded specifically with the needs of financial and professional services firms in mind. That’s why we built our purpose-built CRM to be flexible and easily configured to meet the changing needs of private capital markets; legal, accounting, and consulting firms; and highly acquisitive private and public companies, investment banks, real estate investment firms, and M&A advisory firms. Our deal and relationship management technology was purpose-built as a financial and professional services CRM that serves dealmakers and professionals across many markets. No matter your organizational structure, strategy, mandate, or fund size, DealCloud’s cloud-based CRM creates a single source of truth for your firm’s institutional knowledge.

 

Financial and professional services CRM features and benefits

Industries as complex as financial and professional services demand purpose-built financial and professional services CRM technology that’s easily configured to meet their unique firm needs. DealCloud is custom-fit for these complex relationships and transaction structures and adapts to the specific ways each firm works. With DealCloud’s Microsoft Excel, Microsoft Word, and Microsoft Outlook integrations, dealmakers and professionals have a comprehensive single source of truth and a 360-degree view of their deal and relationship management.

Designed for the complex needs of financial and professional services firms, DealCloud offers vertical-specific solutions to help organizations drive growth, increase efficiency and profitability, operate with transparency, manage risk and compliance, and deliver client success.

 

Schedule a demo

Customer relationship management software features:

Relationship scoring

Relationship scores can be leveraged to produce insights on relationship strength and historical changes over time, creating a rich database of relationship intelligence for the entire firm. DealCloud’s relationship intelligence solution allows financial and professional services firms to architect a scoring strategy within their CRM that fits their unique needs and organizational structure.

Flexible relationship ownership

Enforce accountability and reward task and relationship ownership with DealCloud’s flexible tagging capabilities. Firms are able to ensure proper coverage of deals, people, and opportunities through an intelligent tagging layer designed for complex financial and professional services firms.

Automated activity capture

DealCloud’s activity capture feature gives you comprehensive activity insights by automatically syncing email and event details alongside associated relationships in DealCloud. To ensure that your firm is optimizing your dataset, DealCloud’s activity capture allows administrators to set specific criteria around email and event communications that are synced to the platform.

Contact collection and upkeep 

With DealCloud’s signature scraping functionality, you can easily create and maintain contact records. The Signature Collection tool automatically captures contact signatures to add net-new accounts, enrich records with key details, and update profiles as contacts change roles, departments, and companies.  

 

Fully configurable permissions

DealCloud users are able to tailor the platform on a user by user basis so that every individual has the tools and the views in front of them necessary to facilitate the flow of information intuitively, simply, and with the right levels of access.

Actionable relationship intelligence

DealCloud allows users to access proprietary and third-party contact data, along with relationship details that help dealmakers make more informed decisions.

 

Embracing real-time dashboards, reports, and notifications

Whether drilling down into the touchpoint history with individuals, managers, and partners or calculating a firmwide relationship score, firms rely on DealCloud’s tailored dashboards, reports, and notification engine to guide their actions. Increased transparency into the health of these complex relationships in our CRM helps firms execute on business development efforts more quickly and with more confidence.

If your firm is using a generic CRM system, often your only option for generating reports is to buy additional third-party tools and manage a separate vendor relationship. DealCloud is different. Rather than lock you into a single type of reporting, you can choose to run reports on the web through dashboards, in Microsoft Excel, or via Microsoft Word using DealCloud platform extensions, or by using push-button tear sheets. Tear sheets in DealCloud are pre-formatted report templates that allow anyone at your firm to run a report that’s been preformatted at any time from the web or mobile.

 

Schedule a demo

DealCloud differentiators

When we say the DealCloud CRM is fully configurable, we mean it: It’s easy to access and configure any field or data set to fit your firm’s exact needs. In a competitive market, modern dealmakers must use their time wisely and leverage CRM software to help. DealCloud’s mobile app, along with functionalities such as the business card scanner, “work on behalf of” feature, scheduled reports, and more, help dealmakers to be more efficient, especially when on the road. With DealCloud’s configuration, clients are able to track what they need and eliminate what they don’t.

background

The ultimate guide to capital markets relationship management

Rising competition and pressure to deploy capital requires that private equity firms put their best foot forward to actively enhance the quantity and quality of deals entering their funnel. Dealmakers want to see every available deal, including add-on opportunities, co-investments,...

Read more
background

DealCloud Differentiator: Workflow management

Most firms have a standard process for managing a live transaction. On the buyside you might need to review a Teaser and CIM, then as a deal progresses prepare a presentation for the Investment Committee, sign a Letter of Intent, etc. On the...

Read more
background

DealCloud Differentiator: Dashboards

Dashboards – probably the most popular buzzword used by software companies to describe how simple and easy to consume data is from their platform. What’s not to like? Dashboards can roll up vital information, they can surface information you might not be aware of, and they look cool.   The problem...

Read more
background

DealCloud Differentiator: Microsoft Word add-in

Lots of systems give you the ability to export to Excel, including DealCloud which can handle Microsoft Excel reporting in ways many CRMs can’t.   There are times though where Excel just won’t cut it for what you are trying to report on. Rows and Columns are great, but...

Read more

Schedule a demo of our CRM software

DealCloud’s data-powered financial and professional services CRM delivers vertical-specific solutions that enable dealmakers and professionals to execute deals at the highest levels. We know that no two financial and professional services firms are exactly the same, and our CRM for financial and professional services empowers firms to harness the cumulative intellectual capital of their people and processes. With the DealCloud platform, dealmakers get a single source of truth to help them manage relationships, execute deals, and easily connect with external solutions and third-party data providers. They have the knowledge, and DealCloud has a proven track record for transforming that knowledge into actionable intelligence. To learn more about how DealCloud is more than just a financial and professional services CRM that can help firms stay competitive and achieve success, schedule a demo.

Schedule a demo
1Asset 12

Relationship intelligence for the modern era

 

DealCloud enables firms to build custom categorization and tiering systems that streamline relationship management efforts.

 

Instead of guessing, let the data dictate who should receive the first call or email of the day.

Real-time dashboards, reports, and notifications

 

Whether calculating a firmwide relationship score, or drilling down into the touchpoint history with individuals, managers, and partners, firms rely on DealCloud’s tailored dashboards, reports, and notification engine to guide their actions.

 

Increased transparency into the health of these complex relationships helps firms execute on business development efforts more quickly and with more confidence.

 

Downloadable resources:

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
background

Marketing communications in the modern capital markets firm

To successfully compete, capital markets firms need to differentiate themselves from the competition, showcase their talent, highlight their strengths, and tout their successes to bolster their credibility and stay top-of-mind with clients and other key stakeholders — and they need the right technology in place to make that...

Read more

Related content:

background

Investment bankers need relationship management tech to find buyers in today’s remote environment

After the pandemic caused a severe reduction in dealmaking volume, closing new deals has become the top priority for private equity firms heading into 2021, according to DealCloud’s Fall 2020 Dealmaker Pulse survey. Nearly...

Read more
background

Sourcing, relationship management complexities, and the new normal for dealmakers

The way dealmakers source deals and manage relationships has been forced to evolve as the deal landscape continues to change amid the new normal of the global pandemic. With the new normal, trends have emerged on both the buy-side and the sell-side that are shaping the way dealmakers...

Read more
background

Capital markets technology transformation begins with these 3 simple steps

Technology transformation within capital markets firms is a proven strategy for helping financial services professionals better address their LP and client expectations. In a recent webinar that DealCloud co-hosted with LionPoint, we shared insights from our global client base and how they managed technology transformation. In order...

Read more
background

How creating a single source of truth enhances firmwide efficiency

Technology and the development of vertical-specific CRMs has made it easier for firms to keep all their contacts, activities, and other critical information in one place. With these advances, dealmakers are better able to manage relationships and develop coverage models.   A purpose-built platform, such as a CRM,...

Read more
background

Scrap the spreadsheets: How to successfully migrate data and transfer knowledge in financial services firms

Historically, capital markets firms have operated by using spreadsheets, emails-as-a-filing-cabinet, back-of-napkin notes, memos, and people’s memories. Now, these same firms are looking introspectively to expose their own internal operational shortcomings, as well as the opportunities that lie within the margins. Further to this point, we have surveyed over 2,500...

Read more

    01

“When we are speaking to a client we are able to see everything we are doing with them across our business – what we’ve shown them, how we’re working with them, and when we last spoke to them. It’s truly everything we could want to know about how any one of our relationships are working and evolving, making us an even more compelling force in the midmarket.”

Jonathan Boyers

“DealCloud has given our team the necessary tools to proactively engage the market. FMI is a relationship driven business, and this technology allows us to stay on top of those connections to ensure we are provided the most value across the full deal lifecycle.”

Andrew Henderson

“Our previous CRM platform did not provide the functionality and ease of use to effectively manage our relationships and M&A activity. The DealCloud platform provides a more user friendly experience enabling greater transparency and information collection among our team.”

Ryan Gable

“In order to identify and build relationships with acquisition targets in a sophisticated manner, we needed a new technology platform. We looked at several options in the market, and only DealCloud could be configured to match our unique, specialized investing preferences.”

Sean Alford

“We sought out a platform that would help us understand which activities are most productive, which relationships are most active and what our inbound/outbound lead funnel looks like. After much research, DealCloud was the best path forward for us.”

Taylor Curtis

“Relationships and domain knowledge are core to our model. A trusted system of record that is tailored to our unique needs as an advisor has become critical to knowledge sharing and coordination amongst our growing team, and ultimately to our continued success.”

Chris Cavanaugh

“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

“DealCloud offered us the ability to move to a cloud-based platform and to map complex relationships [Their] implementation team was able to capture, migrate and map our rich historical data, and customize the platform around our needs.”

Mike Hompesch

“A key reason for our decision to choose DealCloud is its purpose-built architecture. Traditional CRM platforms are based on the sales department pipeline model, which doesn’t align with the way leading law firms like Baker McKenzie operate to develop client relationships. With DealCloud, we will have a solution built specifically for our needs giving a single, all-encompassing view of clients, people networks, and prospects.”

Dan Surowiec

“We selected DealCloud for its versatile functionality and found it to be easily adaptable for our firm. The platform will complement our current investment and investor relations processes as our firm continues to scale. As we continue to grow as a firm, DealCloud will allow us to work more efficiently on the investment side and will assist us with building and strengthening our relationships.”

Christopher Faucher

Schedule a demo

Contact us