background
DEALCLOUD REDEFINES

Fundraising and investor relations

 

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.

 

  • IMPROVED COMMUNICATION WITH INVESTORS
  • ENHANCED REPORTING AND ANALYTICS
  • SINGLE SOURCE OF TRUTH
  • SEAMLESS THIRD-PARTY DATA INTEGRATIONS
  • IMPROVED VISIBILITY ON INVESTMENTS
  • MORE SOPHISTICATED MARKETING CAPABILITIES
1Asset 12

Integrated fundraising and IR data at your fingertips

 

Having IR-specific data housed within the same platform as the firm’s proprietary information, documents, and relationship data creates a more seamless day-to-day experience for all team members. It also increases transparency across internal and external stakeholders.

 

By partnering with third-party data providers such as Preqin, DealCloud gives firms a fuller view of every data point when and where they need it.

Want to learn more about our solutions for fundraising and IR?

Download our one-pager.

 

1Asset 12

Real-time dashboards, reports, and notifications

 

DealCloud offers a best-in-class solution for IR and fundraising teams who track limited partner investment appetite, fund commitments by date and size, LP touchpoints, and many other critical data points.

 

Because “investor coverage” can look very different from one firm to the next, the fully configurable DealCloud platform is uniquely suited to meet the needs of the modern-day professional ― equipping them with custom reports, dashboards, and notifications that are packed with actionable intelligence.

    01

“We needed a platform that would be able to keep up with our fast-paced environment, strengthening our investor relations, and supporting our fundraising activity. We are committed to constantly improving our communication with our investors and increasing efficiency of our fundraising processes, thus have introduced one of the best tools available in the market.”

Monika Nachyla

“From the first demo it was clear to us that DealCloud would enhance our business. Unlike other technology providers, DealCloud is tailored to the financial services industry and provides a seamless CRM, project management and operational KPI monitoring platform. DealCloud has driven efficiencies in our business as our investor communications, deal and regulatory processes are now fully integrated on one platform.”

Gianpaolo Pera

“We selected DealCloud for its simplicity of use and versatile functionality. The platform is intuitive and will complement our origination and investor relations processes.”

Jolyon Latimer

Schedule a Demo

Top