Software for Limited Partners: 3 Must-Have Dashboards


What kinds of software do limited partners need? Best-in-class limited partners and institutional investors watch the market diligently and manage relationships with general partners (GPs) expertly, and have long demanded greater transparency and accountability from private equity investors. Many LPs have placed an increased emphasis on environmental social good (ESG) and corporate social responsibility (CSR) … Continued

Three Dashboards Every Investment Bank Needs


Despite the wild and turbulent twists and turns that 2020 has presented, buyers and sellers still rely on intermediaries to manage the day-to-day developments of every deal ― and nothing short of the ideal outcome is acceptable. As many investment bankers are operating from their home offices at this point in time, it’s more important … Continued

Ride the Strong Performance Wave Well Into 2019 with These Two Dashboards


According to a report released by Golub Capital last week, “U.S. middle-market private companies enjoyed the strongest earnings growth in years, propelled by high demand for products and services.” Those positive numbers have piqued the interest of private capital markets participants struggling to maintain consistency and order amidst geopolitical tumult. With almost half of U.S. … Continued

DealCloud Differentiator: Dashboards


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

How a Real Estate Investment CRM Can Improve Property Management


Real estate investors face considerable challenges that are unique to their industry. Keeping everyone at the firm connected, utilizing a single tool to communicate with clients—these factors make finding the best real estate CRM taxing. Many real estate investment management softwares don’t offer configurable workflow management, deal and relationship management, and team collaboration capabilities, all … Continued

DealCloud Featured in CRM Magazine

Press & News

DealCloud’s founder and president of financial services, Ben Harrison, was recently featured in CRM Magazine in an article titled “Whether B2B or B2C, Buyers Are Still Human.”   The article features insights from industry experts like Harrison highlighting while businesses and the CRM technology that supports them have often been stratified depending on whether they … Continued

What We Learned at DealCloud Connect20


From October 27 to 29, Intapp hosted Connect20. For the DealCloud Connect20 track, we assembled leaders from the capital markets and investment banking industries to talk about the accelerated technological transformation we’re witnessing as a result of the global pandemic, and to offer thoughts on the future. Here are a few highlights of what we … Continued

Key Features to Look For in an Investment Banking CRM


Complex market dynamics demand that modern-day investment bankers and M&A advisors be increasingly agile. Without the right tools and technology at their disposal, buyer identification is arduous, due diligence tends to be slower, and getting the deal to close is much harder. While not all generic CRM platforms may be able to diminish the concerns … Continued

Data and Reporting in Real Estate


Today’s real estate investors and operators will accept nothing less than a sophisticated and technology-driven strategy for deploying capital. They require a complete, purpose-built real estate investor software that meets the unique needs of CRE investment teams ― regardless of their structure, size, and specialties. Every investment opportunity is unique, and the teams who execute … Continued

Product Release: Summer 2020 Updates & Enhancements


When we shared the results of our inaugural Dealmaker Pulse Survey, we weren’t surprised to find that modern technology provides a competitive advantage. Hot on the heels of that finding, DealCloud’s Summer 2020 product release focuses on further modernizing our application ecosystem, revamping user interfaces to speed up the time to results, and decreasing the … Continued