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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.
Email: sales@dealcloud.com
Phone: +1 866 981 7979
Web: https://www.dealcloud.com/
products
DealCloud Investment Banking Platform
Category: M&A Advisory Tools
Category: Investment Banking CRM
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..
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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..
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DealCloud Platform
Category: Investor Onboarding Solutions
The DealCloud Platform provides tools for deal sourcing, pipeline management, and investor relations, integrating diverse data sources and enhancing collaboration through a centralized platform..
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DealCloud Investor/LP Management
Category: Investor Relationship Management (IRM) Systems
Centralizes data, tracks communications, automates investor updates, delivers fundraising analytics and workflows, and integrates with email/calendars to streamline IR management..
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DealCloud Onboarding & Compliance
Category: Client Onboarding Systems
Centralizes onboarding workflows for fund and investment management, manages KYC/AML, regulatory data, investor communications, document retention, and integrates with leading compliance tools..
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DealCloud Reporting & Dashboards
Category: Performance Reporting Tools
Enables GPs to build customized performance dashboards, automate delivery of KPI and IRR reports, monitor fundraising progress, and maintain transparent LP communications..
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DealCloud DataCortex
Category: Document Generation Software
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..
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DealCloud
Category: Proposal Generation Systems
Configurable proposal and pitchbook templates; analytics; client engagement workflows; integrates with financial data feeds and CRM systems..
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