Compare DealCloud vs Canopy vs Onehub

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Crozscore:

79%
what is this?
30%
interest rising

Crozscore:

68%
what is this?
28%
no significant changes

Crozscore:

83%
what is this?
80%
48%
no significant changes
DealCloud screenshot view 3 more Canopy screenshot view 2 more Onehub screenshot

Software Description:

DealCloud is a pioneer in M&A software. The Company was formed in 2010 by a team of former deal professionals with deep knowledge of the private capital markets. DealCloud has quickly emerged as a global leader in providing deal management, workflow, and technology solutions to all participants in the private capital markets, including private equity and growth capital firms, sell-side banks, publicly traded companies, and debt capital investors. DealCloud is well known for their client service and the team takes great pride in the delivery of the platform and the strength of their relationships with clients. DealCloud understands the pace of deal execution and is committed to working at the same cadence as their clients to deliver fast and accurate outcomes. The team is fully committed to the success of their clients.

Software Description:

Getting a complete and accurate view of a High Net-worth Individual’s entire wealth portfolio is a challenge for both the individuals and their wealth managers due to the sheer complexity of their assets which are also spread across multiple bank accounts. To address this, we have built Canopy, a platform that allows all assets to be aggregated and viewed as a single portfolio, advanced portfolio analytics, generation of custom reports, and more.

Current aggregation providers typically require data feeds or manual data entry. However, data feeds from private banks remain a challenge to obtain outside of US, and even then, data feeds are not available for alternative investments, holdings with hedge funds or other non-financial assets etc. Here at Canopy, we overcome the lack of data feeds by accepting data in conventional electronic formats including Excel, CSV and electronic PDFs.

Software Description:

Onehub offers straightforward enterprise file sharing for businesses of any size.

Onehub features:

VIRTUAL DATA ROOMS
Whether you're in M&A, accepting bids from multiple vendors, or just want an additional layer of privacy, Onehub virtual data provide you with the augmented protections you need.

CLIENT PORTAL
Customize your Workspaces and choose to run Onehub on your own domain to streamline communications with your clients, customers and vendors.

ITEM-LEVEL INVITATIONS
Invite users to the exact folder, subfolder, or file you want them to see. Share precise files without granting permission to an entire Workspace or folder.

ROLES
Assign narrowly defined roles as needed, limiting access to your files with strict permissions such as Downloader, Printer, and Viewer.

AGREEMENTS
Share your work on your terms by enacting custom agreements users must accept before accessing your files.

YOUR LOGOS AND COLORS
Upload your company logo and pair it with a custom color to create a truly branded experience. Create different color schemes across different Workspaces for an easier, more visual workflow.

CUSTOM DOMAINS
Give your Workspaces a fully polished look by accessing them from a domain of your choosing. Once activated, all invitations and links will point users to your custom domain.

WHITE LABEL
Add white label support to your account to remove all Onehub branding so that it looks and feels more familiar to your users. Additionally, you can forward Onehub communications through a custom email alias of your choosing.

OBJECT-LEVEL SECURITY
The Onehub permissions system is simple yet incredibly powerful. Add permissions to your account, a Workspace, a folder, a file, or a single link. This gives you complete control over what users can view, print, download and modify.

AUDIT TRAILS
Keep track of who has accessed your content and which files have been seen, downloaded, or edited.

DOCUMENT WATERMARKS
Automatically generate watermarks across your documents to identify your materials, help prevent leaks, and protect your property.

Features:

  • Third-Party Plugins/Add-Ons
  • General Account Ledger
  • Budgeting
  • Gantt Charts
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Email Integration
  • Forecasting
  • Data Visualization
  • Contact Sharing
  • Contact Management
  • Batch Permissions & Access
  • File Sharing
  • External Integrations
  • Customer Management
  • Multi-Currency
  • Notifications
  • Multi-User
  • 2-Factor Authentication
  • API
  • Data Export
  • Data Import

Features:

  • Customer Management
  • External Integrations
  • Multi-User
  • Notifications
  • Multi-Currency
  • Data Export
  • Data Import
  • API
  • 2-Factor Authentication

Features:

  • Password & Access Management
  • History/Version Control
  • Dashboard
  • File Sharing
  • Google Apps Integration
  • Multi-User
  • Notifications
  • API
  • 2-Factor Authentication

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

  • Enterprise file storage and sharing.

  • Easy virtual data room creation

  • Create branded client portals

Team

$29.95
3 user(s) / month
Included in plan:
  • Unlimited Workspaces
  • 1 TB storage
  • Enterprise Grade Security
  • Custom branding

Business

$99.95
5 user(s) / month
Included in plan:
  • Unlimited Storage
  • Enterprise grade security
  • Custom branding
  • Data room
  • Audit trails

FAQs:

    Does this service offer an API?
  • Yes, the DealCloud platform has an API.

  • What are some applications this service is commonly used in tandem with?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service integrate with any other apps?
  • DealCloud has an API enabling the platform to integrate with a variety of applications.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, the DealCloud platform has a user online university which include tutorials and FAQs. In addition there is a certified platform trainer available for on-site training. As well as costumer support and an account management team to address any additional inquiries.

  • Who are the main user groups of this service?
  • Deal professional, such as investors and advisors leverage DealCloud's deal management platform, data, and exceptional capital market expertise to power their deal teams to consistently higher levels of performance.

  • What is this service generally used for?
  • To help deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies on a single platform.

  • What platforms does this service support?
  • DealCloud is supported by Apple/app store and Microsoft.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the DealCloud platform offers multi-user capabilities.

FAQs:

    Who are the main user groups of this service?
  • Financial institutions, private banks, family offices, wealth managers, external asset managers etc.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • CRM, Portfolio Management tool, Accounting tool etc.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • Does this service integrate with any other apps?
  • Yes, it does.

  • Does this service offer an API?
  • Yes, it does.

FAQs:

    Does this service integrate with any other apps?
  • Onehub features a tight integration with Google Docs.

  • Who are the main user groups of this service?
  • Law firms, financial services, SMB and mid-market companies, industrial, pharma

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. Create Workspaces to hold folders and files. Use our role-based permission to narrowly define how users can interact with your content.

  • What platforms does this service support?
  • Web-based, native iOS and Android apps.

  • Does this service offer guides, tutorials and or customer support?
  • Video tutorials and live support.

  • What is this service generally used for?
  • File storage and sharing, collaboration, data rooms and client portals

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Singapore
Employees:
11-50
Likes:
74
Followers:
38

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
1.59k
Followers:
641

Other:

Who uses DealCloud
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Canopy
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Onehub
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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