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Family Offices

From sourcing and origination to fundraising, pipeline management, and deal execution, single and multifamily office investors are tasked with wearing many hats. Without the right technology to manage day-to-day operations and activities, family offices lose deals to private equity funds with larger teams and more resources.  

 

Excel and generic CRMs simply cannot support today’s family office investors because the underlying technology is not equipped for complex relationship and deal structures. DealCloud helps family offices centralize their institutional knowledge and relationship capital in one place — and arms them with the intelligence and data they need to compete in an increasingly crowded market. Our solution ensures that investors find the right people, deliver the right message, participate in winnable deals, and manage key relationships successfully.

From strategy to execution

Firms of all sizes need to maintain visibility on developments in their target industries and geographic regions, as well as keep track of emerging trends. That’s why best-in-breed family office, investing, and private equity professionals leverage DealCloud’s platform for the following:

 

  • DEAL AND PIPELINE MANAGEMENT
  • BUSINESS DEVELOPMENT ACTIVITY TRACKING
  • INTERMEDIARY AND LENDER COVERAGE
  • FUNDRAISING AND IR
  • PORTFOLIO MONITORING AND REPORTING
  • BID ANALYSIS
  • TRAVEL PLANNING
  • CONFLICTS CHECKS
  • TIME TRACKING

Want to learn more about our solutions for family offices?

Download our one-pager.

 

 

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Outcomes

 

 

  • Grow and maintain relationships
  • Increase market coverage
  • Enhance likelihood of a closed deal
  • Improve pipeline visibility

  • Streamline business development activity management
  • Heighten transparency across team members
  • Accelerate compliance checks
  • Enjoy more efficient due diligence

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