Founded in Charlotte, NC
We believe that capital markets technology solutions must have the flexibility to adapt to meet each firm’s unique needs. We also believe that generic CRMs like Salesforce, Microsoft, and the resellers of these platforms will never achieve a firm’s desired outcome, because the underlying technology cannot be retrofitted to manage the complex relationships and deal structures of the capital markets. We believe our unique understanding of investors and advisors has enabled us to create an alternative to these generic platforms that delivers unrivaled value to our clients.
We embrace the complexities of the industry and are squarely focused on helping capital markets firms drive market-leading outcomes.
DealCloud, an Intapp company, was founded in 2010 by a team of former deal professionals with deep knowledge of the capital markets. In 2018, we joined Intapp — the market leading cloud solution provider in the professional services industry — to help partner-led firms shift to a modernization strategy and gain a growth edge in today’s competitive marketplace. Together, we are transforming the way dealmaking is done.
Founded in Charlotte, NC
Expanded into NYC market with office in Hoboken, NJ
Launched next generation deal, relationship, and fund management platform
Launched DealCloud DataCortex product
Opened first office in London
Expanded EMEA operations
Expanded NYC area presence with new Jersey City office
Teamed up with Intapp
Launched DealCloud Dispatch product
Opened state-of-the-art office in Charlotte, NC
600+ Clients (and counting!)
In order to stay competitive in an increasingly fragmented and crowded market, firms are being tasked with modernizing every aspect of their operations, from organizational structure to business development to execution. And in order to preserve a culture of success and to attract top talent, firms are also expected to be innovative in how they use technology.
Don’t go it alone. Choose to work with DealCloud.
We have served as a partner and change maker for over 600 capital markets firms to date. Our dedicated teams are available to provide guidance, and we’re proud to share our best practices and blueprints for making modernization faster and more meaningful.
CB Insights 145+ Tech Startups Focused On Transforming Capital Markets In One Market Map recognizes DealCloud as an innovator in Financial Services Software. The research highlights software and services companies that address pain points for financial services professionals. In creating the market map, CB Insights leveraged a variety of...
In an article titled "Private Equity Turns to Big Data to Find Deals" (by Jaewon Kang, September 23rd, 2018), DealCloud was highlighted as a solution that helps middle-market buyout firm Falfurrias Capital track and analyze target acquisitions and industries. The article quotes Rob Cummings, chief technology officer...
DealCloud was recently featured by the Charlotte Business Journal in the article How international growth factors into this Charlotte fintech firm's future by Caroline Hudson. In the article, DealCloud Co-Founder Ben Harrison and Manager of EMEA Operations Connor Chapman discuss DealCloud's recent growth, expansion of DealCloud's Charlotte office, the...
Recently, the staff at The Tech Tribune compiled a list of technology start ups in New Jersey that they deemed to be the best., and DealCloud was honored to be recognized in their list. The Tech Tribune team considered several factors including the companies' leadership teams,...