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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.

DealCloud Awards

DealCloud currently scores 82/100 in the Financial Services category. This is based on user satisfaction (94/100), press buzz (42/100), recent user trends (falling), and other relevant information on DealCloud gathered from around the web.

The score for this software has declined over the past month. What is this?
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Financial Services Market Radar

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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.

What is DealCloud 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 DealCloud support?

DealCloud is supported by Apple/app store and Microsoft.

Does DealCloud offer multi-user capability (e.g. teams)?

Yes, the DealCloud platform offers multi-user capabilities.

DealCloud Alternatives

DealCloud Alternatives & Competitors

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