DealCloud adds 200th New Client of 2018

Press & News

Earlier this week, DealCloud was honored to add its 200th new client of 2018. The milestone was reached on October 29th, 5 months after adding 2018’s 100th client on May 30th.  Year to date, DealCloud has experienced a 40% growth in new clients added (by count) versus the full year 2017.

DealCloud named a Top 10 Tech Startup in New Jersey

Press & News

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.

Relevance, a Tailored Approach and Best Practices: The DealCloud Difference


Within each industry there are certain complexities that make the tracking and management of data more difficult. In the manufacturing industry, for example, it’s important to track inventory, project statuses, equipment and time sheets. In the real estate industry, on the other hand, connectivity to multiple listing service (MLS) is a must-have. In the world … Continued

Welcome to the Disruption


Generic CRMs like or Microsoft Dynamics are incredible development platforms that support a variety of industries. With market caps of $91B (NYSE:CRM) and 718B (Nasdaq: MSFT), it’s hard to argue with the kind of success that and Microsoft have.

The myth of the end-to-end system

Downloadable Resources

Fund Managers that are evaluating technology solutions are generally presented with 2 options: an End to End System or a Best of Breed solution. On the surface, the End to End system looks appealing. For many firms though, surface level is where the appeal stops.   This guide will explore whether the End to End … Continued

DealCloud adds 100th new client of 2017

Press & News

Earlier this month, DealCloud was honored to  add its 100th new client of 2017. DealCloud’s clients span the private capital markets including Private Equity, Growth Equity, Venture Capital, Investment Banking, and Corporate Development teams, who leverage DealCloud’s market leading technology platform to power their deal making process and key relationship management.

Overcoming a failed CRM Implementation

Downloadable Resources

Adopting and rolling out technology can be a difficult process for an organization to undertake. Many organizations are sold on a vision that software or technology will improve process, save time, and ultimately save money as well. As recently as 2016, it was estimated that more than 50% of IT projects fail. So why is … Continued

DealCloud Differentiator: One-to-Many Relationships


One-to-Many relationships doesn’t sound that complicated. You send one email to many people, probably daily. It’s not unfair to think that your CRM *should* be able to handle this. Consider this in the context of a deal you’re working on: the Company, Financial Sponsors, Advisors on the buy and sell side, Legal Counsel, Accountants, and … Continued