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

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Data integrations

Get out of spreadsheets and harness the power of your proprietary data alongside industry-leading third-party data, all in the same platform.

DealCloud’s LP clients integrate data from the following companies into their day-to-day deal making activities:

Want to learn more about our solutions for limited partners?

Download our one-pager.

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

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