DealCloud: Deal and Relationship Intelligence Software
DealCloud helps investment banks, private equity, and legal firms manage the investment lifecycle. It is designed for teams that need to identify warm paths and track complex deal structures.
At a glance
- Category
- Sales
- Best for
- Investment Banks, Private Equity Firms, Financial Advisory Firms, Real Estate Developers, Legal and Accounting Firms
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Deal Sourcing and Screening, Diligence and IC Preparation, Fundraising and Investor Relations, Exit Execution, Relationship Mapping
- Integrations
- Outlook, Preqin, PitchBook, FactSet, Esri
- Official website
- www.dealcloud.com
DealCloud is a CRM and relationship intelligence platform built for professionals in regulated sectors. It helps firms organize deal flow and maintain institutional knowledge of their network.
The software is designed for investment banking, private equity, real assets, legal, and accounting firms. It supports a range of activities from initial deal sourcing and screening to diligence and exit execution.
Key capabilities include the ability to identify warm paths between contacts and log activities from Outlook to reduce manual data entry. It also supports enriching internal records with data from third-party providers.
Buyers should confirm that this enterprise-grade tool aligns with their organizational size and technical requirements, as it is designed for firms with complex data needs.
Key Features
Uses AI to identify warm paths, measure relationship strength, and find connections across partners and clients.
Logs emails and meetings from Outlook to maintain a shared history of engagements.
Supports population of records with market intelligence from providers such as Preqin, PitchBook, and FactSet.
Supports the creation of custom workflows to standardize due diligence and execution with embedded compliance.
Provides prebuilt schemas and data structures for private capital, investment banking, and legal firms.
Use Cases
Identify opportunities from intermediaries and firmwide networks to focus on likely deals.
Coordinate workstreams and maintain audit-ready materials for investment committees.
Manage LP relationships, pipelines, and capital activity within a controlled system of record.
Track buyer coverage and manage the process for disciplined exits.
Visualize connections across bankers, investors, and clients to prioritize outreach.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
It is designed for professional firms in regulated markets, specifically investment banks, private equity firms, legal, accounting, and real asset developers.
It automatically logs emails and meetings from Outlook, which may reduce the manual effort required to maintain engagement records.
Yes, it offers workflow configurability and flexible data models that can be adapted to a firm's specific operating model and permissions.
Source category: Sales
Source subcategory: CRM
