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Limited Partners

Today’s limited partners (LPs) require access to complex reports and custom dashboards on demand. Generic CRM platforms simply can’t address the need for real-time data for every stage of the investment lifecycle because they were built for a different business model — one that doesn’t take into account an LP’s complex relationship, deal, and funding structures.

 

DealCloud provides investors and partners with a data-powered platform that comes equipped with industry-leading fund administration, deal management, fundraising, and investor relations capabilities. No matter the size of your fund, the specificity of your preferences, or breadth of your investment appetite, the platform can be easily configured to help you manage your allocations, communications, and fundraising processes.

From strategy to execution

LPs expect the funds into which they invest to have a sophisticated and technology-driven approach to investing and hold themselves accountable to the same level of finesse. Best-in-class limited partners and investors can leverage DealCloud’s platform for the following:

 

  • BUSINESS DEVELOPMENT ACTIVITY TRACKING
  • GP COMMUNICATION
  • INTERMEDIARY COVERAGE
  • FUND MANAGER COVERAGE
  • DEAL AND LEGAL DOCUMENT MANAGEMENT
  • TRAVEL PLANNING
  • COMPLIANCE AND RISK MANAGEMENT
  • INCREASED VISIBILITY INTO DEAL AND PIPELINE MANAGEMENT

Want to learn more about our solutions for limited partners?

Download our one-pager.

 

 

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Outcomes

 

 

  • Strengthen fund management capabilities
  • Improve pipeline visibility
  • Streamline business development activity management

  • Heighten transparency across team members
  • Accelerate compliance checks
  • Enjoy more efficient due diligence

Schedule a Demo

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