DealCloud

croz
score 82/100

Main Category:

Financial Services Software

Other Categories:

Business Intelligence (BI) Software, Reporting Dashboard Software, CRM Software, Investment Management Software

Pricing:

trial/premium

Suitable for:

Enterprises

Native Applications:

Web App, Windows, Macintosh Android

Vendor Information:

DealCloud

What is DealCloud?

The DealCloud Platform offers the finest capabilities to power the deal making process, going beyond the limitations of traditional CRMs putting clients capital to work.

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.

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DealCloud Awards

DealCloud currently scores 82/100 in the Financial Services category. This is based on user satisfaction (94/100), press buzz (43/100), recent user trends (falling), and other relevant information on DealCloud gathered from around the web.

The score for this software has improved over the past month. What is this?

www.dealcloud.com

Financial Services Market Radar

DealCloud Product Overview

Languages Supported: English

DealCloud Features

2-Factor Authentication
A/B Testing
Analytics
API
Balance Sheet
Batch Permissions & Access
Billing/Invoicing
Budgeting
Calendar Management
Contact Management
Contact Sharing
Conversion Tracking
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Document Comparison
Email Integration
Expense Tracking
External Integrations
File Sharing
File Transfer
Forecasting
Google Apps Integration
Inventory Tracking
Keyword Tracking
Lead Management
Lead Scoring
Link Tracking
Marketing Automation
Multi-Currency
Multi-User
Notifications
P&L
Project Management
Scheduling
SEO
Social-Media Integration
Supplier Management
Task Scheduling/Tracking
Tax Management
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
BitCoin
PayPal
Stripe
Sales Automation
Dashboards
Reports
Visualization
Pipeline Management

DealCloud FAQs

Does DealCloud offer an API?

Yes, the DealCloud platform has an API.

What are some applications DealCloud is commonly used in tandem with?

DealCloud has an API enabling the platform to integrate with a variety of applications.

Does DealCloud integrate with any other apps?

DealCloud has an API enabling the platform to integrate with a variety of applications.

Does DealCloud 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 DealCloud?

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.