Zelig Associates Selects DealCloud

New Client Announcement


Zelig Associates, a FinTech-focused investment bank with a global presence, has selected DealCloud as their CRM and deal management system. With offices in London, New York, Toronto, Munich and Tel Aviv, Zelig Associates provides financial and strategic advisory services to entrepreneurs, corporates and investors operating in the FinTech sector globally.

“Following a thorough analysis of multiple different solutions in the market, DealCloud stood head and shoulders above the competition,” says Gerd Weissenboeck, Co-Founder and Managing Partner at Zelig Associates. “DealCloud is the perfect deal-management solution to support the continued rapid growth of our business across effective deal origination through to best-in-class deal execution.”

Zelig Associates takes a relationship-driven approach and provides quality investment banking advisory services to its clients which is built on deep domain knowledge and a global network of trusted relationships. The firm provides M&A Advisory, Fundraising Advisory, and Strategic Advisory services across the capital markets, banking, insurance, investment and wealth management, payment services, B2C model, and horizontal technology industries.

“As Zelig intermediates cross-border, high-profile transactions, they require a single source of truth for data and relationships,” says Michael Santos, Head of Client Development for DealCloud in the EMEA region. “DealCloud is proud to support such a highly reputable FinTech advisory firm, and we look forward to helping their bankers drive meaningful outcomes for their clients.”


About Zelig Associates
Zelig Associates is an independent investment bank focused exclusively on FinTech. From offices in London, New York, Toronto, Munich and Tel Aviv, we provide financial and strategic advisory services to entrepreneurs, corporates and investors operating in the FinTech sector globally. For further information, please visit: https://www.zeligassociates.com

About DealCloud
DealCloud, an Intapp company, provides a single-source deal, relationship, and fund management platform to enable over 600 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit www.dealcloud.com.

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