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DEALCLOUD REDEFINES

Actionable data

You need to maintain visibility on every corner of the market in order to compete. That’s why we created DataCortex, an integrated data solution that allows dealmakers to manage proprietary and third – party data in one unified platform, empowering them to transform that data into institutional knowledge.

The solution is fully integrated into the DealCloud platform, so you can easily run complex reports, analyze industry trends, and evaluate potential synergies in the same hub where you originate deals and manage relationships. DealCloud DataCortex enables you to make critical decisions more quickly and identify new, meaningful opportunities.

Technology is the single most important driver in successfully competing for deals, giving professionals the ability to move quickly, stay organized, and achieve a sustainable competitive advantage in today’s private capital markets landscape. With DealCloud’s financial data management solution, DataCortex, capital markets professionals have access to real-time actionable data when sourcing and closing deals. Over the past few years, having a deal and relationship management technology platform with data management software that provides your firm access to actionable financial data and analytics has become not just nice-to-have, but an absolute necessity. To see how DataCortex can help your firm stay competitive when managing deals, schedule a demo.

With DataCortex, capital markets professionals have access to industry contact data, private and public company data, deals, news, and sources. Leveraging DealCloud’s financial data management platform allows for the following:

 

  • Increased Market Coverage
  • Enhanced Likelihood of a Closed Deal
  • Improved Pipeline Visibility
  • Streamlined Business
  • Development Activity Management
  • Heightened Transparency Across Team Members
  • Accelerated Compliance Checks More Efficient Due Diligence
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Data-driven deal and relationship management

 

Gone are the days of managing business development activities in Excel spreadsheets and disparate software systems.

 

No matter what part of the investment lifecycle you focus on, DataCortex harmonizes every data set that the firm owns or outsources. The outcomes? Better company, advisor, sponsor, and LP coverage; more efficient deal execution; and increased industry coverage.

Financial data management platform overview:

One-Click Tear Sheet Downloads

Tear sheets in DealCloud are pre-formatted report templates that allow anyone at your firm to run a report that’s been pre-formatted at any time from the web or mobile with one click of a button.

Enhanced Reporting Capabilities

DealCloud’s data management platform unifies data, systems, and people with fully interactive reporting on your most important metrics, accessible anywhere, at any time. Since DealCloud was designed with the busy dealmaker in mind, every dashboard, chart, graph, tearsheet, data sheet, and profile can be customized to meet each user’s preferences and interests.

Single Source of Truth

DealCloud has made it easier for capital markets firms to keep all their contacts, activities, and other critical information in one place. With these advances, dealmakers are better able to manage relationships and develop coverage models. 

 

Third-Party Data Integrations Available

With DataCortex, you have access to third-party financial data from our partners such as Pitchbook, Preqin, FactSet and others that are integrated directly into the DealCloud platform.

Increased Insights

Using DataCortex gives you access and increased visibility into financial data that you can use to source and execute on deals and inform where you should be spending your time.

Streamlined Business Development

In order to succeed, capital markets professionals must embrace the role of technology in drumming up new opportunities. DealCloud’s financial data management software provides business development professionals with all the tools they need to originate the platform and add-on deals with ease.

 

Schedule a demo of DealCloud

There are a great many advances in data to be admired in the past several decades, but purpose-built technologies like DealCloud fare on the rise because they are uniquely suited for capital markets professionals. When leveraged properly, our financial services data management platform enables professionals to get the job done right, more quickly, and with greater ease.

It’s time for capital markets professionals to accept the complexities of the industry and choose to leverage an all-in-one CRM and data management solution that is squarely focused on helping move the needle. Schedule a demo of our financial data management software, today.

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Want to learn more about our DataCortex solution and data partners?

Download our one-pager.

 

Want to see DataCortex in action?

Check out our recent webinar and demo:

 

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“Our team’s personal relationships and connections help get deals done, but our firm also aggregates hundreds of thousands of data points about the market and effectively sharing that knowledge internally enables our bankers to leverage the broader firm’s knowledge and drive great outcomes for our clients. DealCloud has helped us harness our data, enabling our teams to focus on relationships more effectively.”

Nick Enthoven

“We leverage DealCloud data solutions to see who is attending various trade shows and conferences, and to set up meetings while we’re there. It’s helped us increase our efficiency, meet more people, and deepen our relationships.”

Phil Olson

“Blue River has decided to deploy DealCloud to have clear and instant visibility on our data. Allowing us to set up processes which track the success of our deals in a coherent way of both buy-side and sell-side. We have been able to streamline our outreach while setting up appropriate notifications allowing the team to work in an even more efficient manner.”

Bryan Berent

Schedule a Demo

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