Fundraising and investor relations CRM
Today, investor relations (IR) and fundraising professionals are expected to synthesize complex data to tell a story about fund performance and progress towards fundraising goals. When it comes time for capital calls and deal roadshows, these professionals must have access to real-time analytics.
Gone are the days of housing institutional knowledge in a software platform built for another business model ― instead, IR and fundraising teams are operationalizing their efforts by leveraging DealCloud, a purpose-built solution.
With DealCloud, the entire firm – from sourcing and origination, to LP communications, is made easy. By centralizing all of the firm’s most critical proprietary and third-party data, DealCloud enables the entire firm, including fundraising and investor relations managers, to have visibility and insight into the firm’s key activities and initiatives.
Our platform is easy to use and can be accessed on-the-go via our next-generation mobile app, at home or in the office via our cloud-based desktop application, or from the inside of your email inbox. No matter the firm’s size, strategy, or operating model, implementing the DealCloud platform allows dealmakers to access a single source of truth and be free from the burden of data management.