Today’s most successful financial and professional services firms rely on reports and data analytics to inform their decision-making and strategy development. With transactions constantly evolving, dealmakers and professionals need real-time reports that help them zero in on the most time-sensitive and high-priority items.
DealCloud unifies data, systems, and people with fully interactive reporting on your most important metrics, accessible anywhere, at any time. And since DealCloud was designed with the busy dealmaker in mind, every dashboard, chart, graph, tear sheet, data sheet, and profile can be customized to meet each user’s preferences and interests.
Our technology empowers you to harness the cumulative intellectual capital of your people and processes. With the DealCloud platform, you’ll get a single source of truth to help you manage pipelines and relationships, execute deals, and easily connect with external solutions and third-party data for financial and professional services providers such as Pitchbook, Equilar, Preqin, and more. With DealCloud, dealmakers have access to our integrated marketing tool that allows them to use data analytics for business development and marketing. To learn more about DealCloud and our data analytics capabilities, schedule a demo.