DealCloud
Purpose-built technology for the capital markets.
Overview
DealCloud, an Intapp company, provides a single-source deal, relationship, and firm management platform to capital market firms. It is highly configurable and designed to manage complex relationships and processes. The platform combines features of a traditional CRM with industry-specific functionalities for deal sourcing, pipeline management, and investor relations, serving private equity, investment banking, and other financial institutions.
✨ Key Features
- Deal & Pipeline Management
- Relationship Management (CRM)
- Fundraising & Investor Relations
- Customizable Dashboards & Reporting
- Data Integration & Management
- Mobile App
- Compliance & Audit Trails
🎯 Key Differentiators
- Deep specialization in capital markets workflows
- Extremely high level of configurability without code
- Strong integration with third-party financial data providers
Unique Value: DealCloud provides a single source of truth for all firm activities, from relationship management to deal execution, tailored specifically to the language and workflows of the capital markets.
🎯 Use Cases (5)
✅ Best For
- Centralizing deal flow and communication for investment banks.
- Tracking relationships and interactions with LPs and portfolio companies for PE firms.
- Automating reporting for pipeline reviews and fundraising updates.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Standard B2B sales teams not in financial services
- Firms needing deep back-office fund accounting features in the same platform
🏆 Alternatives
Unlike generic CRMs like Salesforce, DealCloud is purpose-built for finance, reducing the need for extensive and costly customization. Compared to other industry CRMs, it offers a higher degree of flexibility and a broader set of features for various financial services verticals.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All plans tier)
🔒 Compliance & Security
💰 Pricing
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