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DealCloud

DealCloud, an Intapp company, provides a single-source deal, relationship, and firm management platform designed for investment banking and private equity professionals.

Is this your company?

Email: sales@dealcloud.com

Phone: +1 866 981 7979

Web: https://www.dealcloud.com/

products

• DealCloud Investment Banking Platform
  End-to-end deal management with pipeline tracking, relationship intelligence, document management, and analytics. Customizable dashboard views, integration with email and third-party data, mobile access, and collaborative tools for deal teams.
  
• DealCloud CRM
  An intuitive and customizable CRM tool designed specifically for capital markets, offering deep integrations, robust reporting capabilities, and streamlined workflows for managing investor relationships and deal pipelines.
  
• DealCloud Platform
  The DealCloud Platform provides tools for deal sourcing, pipeline management, and investor relations, integrating diverse data sources and enhancing collaboration through a centralized platform.
  
• DealCloud Investor/LP Management
  Centralizes data, tracks communications, automates investor updates, delivers fundraising analytics and workflows, and integrates with email/calendars to streamline IR management.
  
• DealCloud Onboarding & Compliance
  Centralizes onboarding workflows for fund and investment management, manages KYC/AML, regulatory data, investor communications, document retention, and integrates with leading compliance tools.
  
• DealCloud Reporting & Dashboards
  Enables GPs to build customized performance dashboards, automate delivery of KPI and IRR reports, monitor fundraising progress, and maintain transparent LP communications.
  
• DealCloud DataCortex
  Enables financial advisors to generate, store, and collaborate on client service documents, investment memoranda, proposals, and reports, while integrating sophisticated workflow automation, compliance, and analytics.
  
• DealCloud
  Configurable proposal and pitchbook templates; analytics; client engagement workflows; integrates with financial data feeds and CRM systems.