Reporting and analytics for capital markets firms

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.

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Purpose-built for financial and professional services firms

The development and rise of vertical-specific CRMs, like DealCloud, has made it easier for financial and professional services firms across private equity, growth equity, limited partners, real estate, legal, accounting, consulting and more to keep all their contacts, activities, and other critical information in one place. With these advances, dealmakers and other firm professionals are better able to manage relationships and develop coverage models. DealCloud defines a “single source of truth” as the place where all of your firm’s data and information surrounding is accounted for and easily accessed. The benefit of this approach is that there is a clear defined process and workflow for finding answers and making decisions.

When we say the DealCloud platform is fully configurable, we mean it. Just as the platform can be configured to fit your firm’s needs, DealCloud’s best-in-class reporting capabilities allow dealmakers and other firm professionals to use data analytics to dynamically create custom reports, saving time that can be re-allocated to other key activities.

DealCloud is purpose-built for all markets across the financial and professional services industry, including:

DealCloud CRM reporting and analytics benefits:

Since our platform was built and designed for the use of deal and relationship professionals, getting a properly formatted report emailed to you on a schedule, as an attachment, is something easily accomplished and generating a project’s weekly status report, which previously took hours to complete, can take less time using DealCloud.

Creating templated reports, such as weekly deal tear sheets, using the scheduled report functionality in DealCloud may allow for weekly pipeline meetings to be replaced, since team members are provided with the information they need in a detailed and concise format at the click of a button.

Reporting and analytics software features:

Single source of truth

DealCloud has made it easier for financial and professional services firms to keep all their contacts, activities, and other critical information in one place. With these advances, dealmakers are better able to report on what matters most to their firm.

One-click preformatted report downloads

Tear sheets in DealCloud are pre-formatted report templates that allow anyone at your firm to run a report that’s been pre-formatted at any time from the web or mobile with one click of a button.

Real-time analytics

DealCloud’s third-party data integration solution, DataCortex, provides real-time analytics and enables you to make critical decisions more quickly and identify new, meaningful opportunities.

Cross-team transparency

The DealCloud platform enables you and your team to manage and increase visibility into firmwide deal pipeline and relationships at any time from any device.

More informed decision-making

With DealCloud, users have access to an abundance of proprietary and third-party data analytics that can inform decision making in real time.

Increased institutional knowledge

Schedule a demo of our reporting and analytics software

DealCloud unifies data analytics for financial and professional services, 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 and firm professional in mind, every dashboard, chart, graph, tearsheet, data sheet, and profile can be customized to meet each user’s preferences and interests. DealCloud provides a single source of truth to help dealmakers and other firm professionals manage relationships, execute deals, and easily connect with external solutions and third-party data providers. Our technology isn’t just a CRM — it empowers financial and professional services firms to harness the cumulative intellectual capital of their people and processes. To learn more, schedule a demo.

Schedule a demo

DealCloud differentiators

Unlike other CRMs and software platforms, DealCloud was built by industry professionals for industry professionals. Our technology centralizes unorganized data and transforms it into meaningful intelligence with easy-to-read, interactive dashboards and automated reports. Users can elect to receive notifications and automated reports with predictive insights via email, web, and mobile.

Notifications can be scheduled, such as weekly pipeline reports, or triggered by certain activities within the platform, such as the creation of a new deal or logged note.

Since our platform was built by industry experts, we know that not all firms operate in the same way. The pipeline, relationship management, and reporting needs of one user, team, division, or company may differ greatly from the next. That’s why our users have the power and precise control to tailor DealCloud 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.

DealCloud Differentiators: Report scheduling, dashboards, and push-button tear sheets

Easily create accurate, role-based reports with these 3 key DealCloud features DealCloud unifies data analytics for capital markets firms with fully interactive reporting on their most important metrics — then makes it all accessible, anywhere, any time. With dealmakers frequently on the road and in meetings, mobile-accessible data is essential. Every...

DealCloud Differentiators: Microsoft add-ins

DealCloud’s add-ins for Microsoft Excel, Outlook, and Word seamlessly integrate your data, processes, and workflows across sources In today’s competitive environment, every capital markets firm needs a fast, flexible way to access data, proprietary information, and high-value reports. DealCloud helps your firm meet your users where they are — using...

At financial and professional services firms, time is at a premium. Our solutions were designed to help busy dealmakers and firm professionals execute on deals and manage their pipelines from anywhere with just a few clicks.

Our solution enables teams to download and design preformatted reports based on any data set from either a web or mobile interface. Reduce administrative burden by scheduling these reports to be sent to yourself, a team member, or group of people as a PDF or Word Document at a cadence that works best for you.

Real-time data on your team’s activities and progress

In this competitive and fragmented marketplace, financial and professional services firms need every employee to be working smart and toward the firm’s shared goals. Best-in-class firms report on resource allocation, dealmaker performance, business development activity, travel, and much more.

Tracking these key “human capital” metrics in DealCloud provides the firm’s leadership with the intelligence they need to execute on the firm’s mandates, while increasing visibility into initiatives that drive results.

Downloadable resources:

Best practices for the modern, data-driven private equity firm

How third-party data can deepen intelligence, and the importance of data stewardship, by Preqin and DealCloud. This article was originally published on the Preqin website. Every private equity fund manager has come to terms with the importance of data; both the game-changing potential of good data and the pitfalls of...

Top 5 ways technology enables PE firms to better leverage data

Harvesting insights from data can yield tremendous returns for any organization, but only recently have private equity firms, family offices and other investor classes taken to the trend. Now more than ever, a lean, goal-oriented data program has been proven to provide private equity investors an...

Private equity analytics: Using data to discover deals

As a private equity professional, you need to maintain visibility on every corner of the market in order to successfully compete for deals. Technology is the single most important driver in this feat, giving professionals the ability to move quickly, stay organized, and achieve a sustainable competitive advantage in...

Data and reporting in real estate

Today’s real estate investors and operators will accept nothing less than a sophisticated and technology-driven strategy for deploying capital. They require a complete, purpose-built real estate investor software that meets the unique needs of CRE investment teams ― regardless of their structure, size, and specialties. Every...

How to combat your competition with the power of proprietary data

Over the last few months, countless articles and reports published by Boston Consulting Group, The Economist, The WSJ and Forbes all sounded the alarms about a particular narrative: changing macro conditions are forcing a new reality on the private capital markets and the professionals that...

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,...

“DealCloud allows us to surface data in ways we weren’t able to do before. We now have full visibility across most activities in the firm. DealCloud has had a significant impact on how we do sourcing, how we do our reporting, how we collaborate, and how we run our day-to-day operation. It forms a solid foundation for our data-strategy for the years to come.”

Christopher Conradi

“We process an extraordinary amount of documents, and have countless meetings, emails, and phone calls. We leverage DealCloud to help us turn our day-to-day activities into business development opportunities, and the solution helps us execute and report on deals more efficiently.”

Anthony Mariano

“DealCloud’s customization has helped us to sync our Investor Relations and Business Development efforts, and we have taken advantage of DealCloud’s reporting capabilities and APIs.”

Patrick Weston

“DealCloud enables us to focus our time on nurturing and growing our brands to their full potential instead of locating and sifting through dense spreadsheets of data. By tracking all of our interactions and pushing out daily reports and summaries, DealCloud puts real-time, actionable business intelligence in the hands of our team.”

Robert Gamble

“One of the most important values of our company is analytical thinking and DealCloud is enabling us to do exactly that with their intuitive and customizable platform. We are now able to not only have detailed information on all of our extensive industry focuses but also able to make informative decisions based on the data stored within the DealCloud platform.”

Stan Cutter

Reporting and analytics for capital markets firms

Purpose-built for financial and professional services firms

DealCloud CRM reporting and analytics benefits: