DealCloud Differentiator: Scheduled Reports

Differentiators

Most firms report on their pipeline, fundraising activity, and market coverage on a regular basis, so the concept of scheduling reports for delivery to your inbox makes sense. For firms that use Excel spreadsheets to manage everything, this might feel like an unattainable dream as the process today usually requires numerous people to update a … Continued

DealCloud Differentiator: Push Button Tear sheets

Differentiators

Most firms have consistent reporting formats that need to be generated on an agreed upon schedule, like weekly or monthly. Great examples of this are a firm’s pipeline report, fund raising status, or a client facing buyers list report.   For most firms, generating these reports means putting together an excel spreadsheet and spending time … Continued

DealCloud Differentiator: De-Duplication

Differentiators

“Garbage in, garbage out” is a saying used to describe the need to ensure clean data goes into a system so that clean data can be reported out. It even has its own wikipedia page.   The reality though is that its hard to ensure that everything going into a CRM is clean, especially when … Continued

DealCloud Differentiator: Microsoft Word Add In

Differentiators

Lots of systems give you the ability to export to Excel, including DealCloud which can handle Excel reporting in ways many CRMs can’t.   There are times though where Excel just won’t cut it for what you are trying to report on. Rows and Columns are great, but not for when you need to create … Continued

DealCloud Differentiator: Excel Integration

Differentiators

Excel is so ingrained in the daily process of the private capital markets, it would be nearly impossible to replace it as the workhorse for analysis and reporting. Many CRM systems offer the ability to export data seen on screen to Excel, but with 3 important caveats:   The data is exported as a CSV … Continued

DealCloud Differentiator: Dashboards

Differentiators

Dashboards – probably the most popular buzzword used by software companies to describe how simple and easy to consume data is from their platform. What’s not to like? Dashboards can roll up vital information, they can surface information you might not be aware of, and they look cool.   The problem with Dashboards in most … Continued