DealCloud Overview
What is DealCloud?
DealCloud is a data-powered platform delivering vertical-specific solutions for capital markets and financial services professionals. It is far more than a traditional CRM; it is a purpose-built, flexible platform for managing relationships, sourcing and executing deals, and connecting with external data providers. Designed to meet the evolving needs of investment bankers, private equity professionals, and other capital markets players, it provides a single solution to track the entire deal lifecycle, from pipeline management to due diligence and closing.
Who it's for:
This platform is for financial services firms including investment banks, private equity and venture capital firms, hedge funds, and corporate development teams that need a comprehensive system to manage both relationships and complex deal execution.
Our verdict:
Our verdict is that DealCloud is a powerful, industry-specialized platform that effectively bridges the gap between CRM and deal management, offering the depth and flexibility required by sophisticated financial services firms.
DealCloud Details
DealCloud Platforms supported
Cloud, SaaS, Web-Based
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
On-Premise Linux
On-Premise Windows
DealCloud Support options
Email Help Desk
FAQ Forum
Knowledgebase
Phone Support
DealCloud Training options
Documentation
In-Person
Live Online
Videos
Webinars
DealCloud Related Categories
DealCloud Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
DealCloud Features
Most valued DealCloud features by users
Accounting
Benchmarking
Bonds / Stocks
Client Management
Client Portal
Commodity Futures
Compliance Tracking
Data Import/Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Rebalancing
Real Estate
Risk Management
Ad hoc Reporting
Budgeting/Forecasting
Dashboard
Key Performance Indicators
Top DealCloud Alternatives & Competitors
Juniper Square is an innovative software and solutions provider transforming how commercial real estate private equity and investment partnerships are managed. It delivers a modern, efficient, and effective platform desi... Read More
Backstop Solutions Group exists to help the institutional and alternative investment industry maximize the value of their time. Recognizing that every minute matters, Backstop provides best-in-class, cloud-based producti... Read More
Vantage Software provides a centralized hub for investment performance reporting and analysis. It allows investment firms to aggregate firm-wide data, perform drill-down analyses, and consolidate results for comprehensiv... Read More
AppFolio Investment Management is a comprehensive software platform designed specifically for the real estate investment sector. It acts as a central hub to streamline and automate the complex operations associated with ... Read More
SourceScrub is a data and research platform dedicated to the private company ecosystem. Its mission is to transform the M&A and private investment industry by helping users find, research, and connect with privately held... Read More
Diligent Equity, formerly EquityEffect, is a fully integrated portfolio and cap table management platform tailored for venture capital firms. It provides a single source of truth for viewing all portfolio company cap tab... Read More
AIM is a premier Private Equity solution built on the Salesforce platform, designed to consolidate data into a single central system to enhance operational efficiency. It optimizes workflows to support business scaling a... Read More
FundCount is an integrated software suite that combines accounting, investment analysis, and reporting functionalities tailored for the wealth management industry. It provides a unified platform to track portfolios, calc... Read More
AlternativeSoft is a best-in-class software platform dedicated to fund selection and portfolio construction, widely used by institutional investors. It provides sophisticated analytical tools for screening, comparing, an... Read More
MRI Software offers a comprehensive Commercial Property Management suite designed to provide large-scale property firms and institutional owners with the freedom to scale their businesses. It is a centralized, highly tai... Read More