Logo of DealCloud

DealCloud

Website LinkedIn Twitter

Last updated on

Company health

Employee growth
44% decrease in the last year
Web traffic
1% decrease in the last quarter
Financing
March 2017 - $10M

Ratings

G2
4.4/5
(17)
Glassdoor
4.1/5
(232)

DealCloud description

DealCloud is a software platform designed for financial firms, especially those in private capital markets. It helps manage relationships, source deals, and track the progress of investments all in one place. DealCloud uses automation and AI features to streamline tasks like generating personalized emails and summarizing key information. It's known for its industry-specific focus, robust data management capabilities, and features that promote collaboration within firms.

Who is DealCloud best for

DealCloud is a deal management software designed for financial firms, especially those in private capital markets. It centralizes deal tracking, investor relations, and portfolio management. DealCloud helps streamline and automate workflows, improve collaboration, and offers robust reporting capabilities. Users appreciate its industry-specific focus and data management tools.

  • Best fit for small to mid-sized businesses in the financial sector.

  • Ideal for private equity, investment banking, and real estate investment firms.

DealCloud features

Supported

DealCloud offers a CRM designed for investor relationship management and interaction tracking.

Supported

DealCloud supports deal tracking with pipeline management, targeted buyer lists, and investor status monitoring.

Supported

DealCloud generates customizable reports, including portfolio performance and risk analysis.

Supported

DealCloud supports workflow automation through pipeline management, customization, and integrations.

Supported

DealCloud offers account and opportunity management tools, especially for financial services.

DealCloud pricing

The commentary is based on 3 reviews from DealCloud G2 reviews.

No pricing information available on the website. Contact sales for a quote.

See the DealCloud pricing page.

DealCloud alternatives

  • Logo of Dialllog
    Dialllog
    Streamlines M&A deal flow with contact management and insights.
    Read more
  • Logo of Affinity
    Affinity
    Relationship intelligence CRM. Automates data, reveals insights, closes deals.
    Read more
  • Logo of Salesforce Financial Services Cloud
    Salesforce Financial Services Cloud
    Connects financial advisors with clients, boosting growth and satisfaction.
    Read more
  • Logo of Rocketlane
    Rocketlane
    Collaborative client project management for predictable, profitable delivery.
    Read more
  • Logo of MadeMarket
    MadeMarket
    Deal management CRM built for investment bankers.
    Read more
  • Logo of Navatar
    Navatar
    Relationship intelligence for dealmakers, powered by Salesforce.
    Read more

DealCloud FAQ

  • What is DealCloud and what does DealCloud do?

    DealCloud is a relationship management platform built for dealmakers in financial services. It streamlines deal sourcing, tracking, and execution through automation and AI-driven insights. DealCloud centralizes all deal information, boosting collaboration and efficiency for private capital market firms.

  • How does DealCloud integrate with other tools?

    DealCloud integrates with other tools through its open API and pre-built connectors. This allows for seamless data flow between DealCloud and other platforms, enhancing workflow automation and data management. It connects with various CRM, marketing automation, and financial data platforms.

  • What the main competitors of DealCloud?

    DealCloud's main competitors include Aumni for venture capital portfolio management, Sourcescrub for deal origination and research, and Zapflow for deal flow and investor relations management. HubSpot Sales Hub and AlphaSense are also alternatives, catering to broader sales and market intelligence needs, respectively.

  • Is DealCloud legit?

    DealCloud is a legitimate software platform used by many financial firms, especially in private capital markets. It helps manage deals and investor relationships, and streamlines workflows. Glassdoor reviews give it a 4.1 rating, suggesting it is safe and reliable for its target users.

  • How much does DealCloud cost?

    DealCloud doesn't publicly disclose pricing information. Contact their sales team for a customized quote based on your specific needs and the size of your firm.

  • Is DealCloud customer service good?

    DealCloud's customer service receives mixed reviews. While some users appreciate the scheduled demos and helpful resources, others mention less user-friendly aspects of the platform. Overall, the software seems to provide adequate customer support for its core financial management features.

Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

NEW: Introducing Gralio Screen Buddy

An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.

For Individuals
Streamline your daily tasks, get helpful AI tips, and find the right tools for your workflow.
For Businesses
See how your team really works, uncover automation opportunities, and get software recommendations tailored to your processes.