background
DEALCLOUD REDEFINES

Relationship management:
Leading capital markets CRM solution

With competition and dry powder more prevalent than ever, it’s critically important for professionals in the capital markets to keep their strategies close and their relationships closer. With DealCloud—the leading capital markets crm solution in multiple countries, including the United States, Germany, India , and more—it’s possible.

 

Because of the increasingly complex nature of these relationships, Rolodexes and spreadsheets are no longer the best tool for the job. DealCloud’s CRM platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence.

 

Leveraging a generic, industry-agnostic CRM system can become a roadblock to success in the increasingly competitive and crowded capital markets. DealCloud’s deal management and capital markets CRM technology empowers dealmakers to harness the cumulative intellectual capital of their people and processes. With DealCloud’s CRM for financial services, dealmakers get a single source of truth to help them manage relationships, execute deals, and easily connect with external solutions and third-party data providers such as Pitchbook, FactSet, Preqin, and more. Using DealCloud’s marketing automation tool, Dispatch, and our third-party data tool, DataCortex, dealmakers can integrate email marketing analytics and third-party data to help them manage relationships and identify opportunities. To learn more about how DealCloud’s platform is more than just a CRM and can help firms stay competitive and achieve success, schedule a demo.

 

Made for the modern professional; designed by deal and technology experts

DealCloud was founded specifically with the needs of capital markets professionals in mind. That’s why we built our capital markets CRM to be flexible and easily configured to meet the changing needs of private equity, growth equity, venture capital, real estate, and credit investors, as well as highly acquisitive private and public companies, investment banks, and M&A advisory firms. Our deal and relationship management technology was purpose-built as a capital markets CRM that serves dealmakers across many markets. No matter your organizational structure, strategy, mandate, or fund size, DealCloud’s cloud-based capital markets CRM creates a single source of truth for your firm’s institutional knowledge.

Capital markets CRM features & benefits

Industries as complex as private equity, investment banking, venture capital, and more, demand purpose-built capital markets CRM technology that’s easily configured to meet their firm’s unique needs. DealCloud is custom-fit for the complex relationships and transaction structures at those firms and adapts to the unique ways each firm works. With DealCloud’s Microsoft Excel, Word and Outlook integrations, dealmakers have a comprehensive single source of truth and a 360 view when it comes to deal and relationship management.

Designed for the complex needs of partner-driven capital markets firms, DealCloud offers vertical-specific solutions to help organizations drive growth, increase efficiency and profitability, operate with transparency, manage risk and compliance, and deliver client success.

 

Schedule a demo

Customer relationship management software features:

Relationship Tiering

Tiering has proven to be successful because it quickly describes the relationship with another contact or firm, and it helps teams to more quickly grasp the overall value (or potential value) that entity has. Since each firm and each investment mandate is unique, DealCloud’s technology allows financial services firms to architect a tiering strategy within their CRM that fits their unique needs and organizational structure.

Flexible Relationship Ownership

Enforce accountability and reward task and relationship ownership with DealCloud’s flexible tagging capabilities. Firms are able to ensure proper coverage of deals, people, and opportunities through an intelligent tagging layer designed for complex financial services firms.

Icon for Business Development Software

Historical View of Communication

With DealCloud, users are able to track client and prospect communication directly within the platform. Tools such as the Outlook integration aid with tracking conversations.

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.

 

Fully Configurable Permissions

DealCloud users are able to tailor the platform on a user by user basis so that every individual has the tools and the views in front of them necessary to facilitate the flow of information intuitively, simply, and with the right levels of access.

Better Relationship Intelligence

DealCloud allows users to access proprietary and third-party contact data, along with relationship details that help dealmakers make more informed decisions.

 

Embracing real-time dashboards, reports, and notifications

Whether drilling down into the touchpoint history with individuals, managers, and partners or calculating a firmwide relationship score, firms rely on DealCloud’s tailored dashboards, reports, and notification engine to guide their actions. Increased transparency into the health of these complex relationships in our CRM helps firms execute on business development efforts more quickly and with more confidence.

Many times, if you are using a generic CRM system, your only option for generating reports is to buy additional third party tools that help create reports which requires additional cost, and managing a separate vendor relationship, which is not something most people are looking to do. DealCloud is different. Rather than lock you into a single type of reporting you can choose to run reports on the web through Dashboards, in Excel or Word using DealCloud platform extensions, or by using push button Tear sheets. 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.

 

DealCloud differentiators

When we say the DealCloud capital markets CRM is fully configurable, we mean it: It’s easy to access and configure any field or data set to fit your firm’s exact needs. In a competitive market, modern dealmakers must use their time wisely and leverage CRM software to help. DealCloud’s mobile app, along with functionalities such as the business card scanner, “work on behalf of” feature, scheduled reports, and more, help dealmakers to be more efficient, especially when on the road. With DealCloud’s configuration, clients are able to track what they need and eliminate what they don’t.

Schedule a demo of our CRM Software

DealCloud’s data-powered capital markets CRM delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels. We know that no two capital markets firms are exactly the same, and our CRM for financial services empowers firms to harness the cumulative intellectual capital of their people and processes. With the DealCloud platform, dealmakers get a single source of truth to help them manage relationships, execute deals, and easily connect with external solutions and third-party data providers. They have the knowledge, and DealCloud has a proven track record for transforming that knowledge into actionable intelligence. To learn more about how DealCloud is more than just a capital markets CRM that can help firms stay competitive and achieve success, schedule a demo.

1Asset 12

Relationship intelligence for the modern era

 

DealCloud enables firms to build custom categorization and tiering systems that streamline relationship management efforts.

 

Instead of guessing, let the data dictate who should receive the first call or email of the day.

Real-time dashboards, reports, and notifications

 

Whether calculating a firmwide relationship score, or drilling down into the touchpoint history with individuals, managers, and partners, firms rely on DealCloud’s tailored dashboards, reports, and notification engine to guide their actions.

 

Increased transparency into the health of these complex relationships helps firms execute on business development efforts more quickly and with more confidence.

 

    01

“DealCloud offered us the ability to move to a cloud-based platform and to map complex relationships [Their] implementation team was able to capture, migrate and map our rich historical data, and customize the platform around our needs.”

Mike Hompesch

“A key reason for our decision to choose DealCloud is its purpose-built architecture. Traditional CRM platforms are based on the sales department pipeline model, which doesn’t align with the way leading law firms like Baker McKenzie operate to develop client relationships. With DealCloud, we will have a solution built specifically for our needs giving a single, all-encompassing view of clients, people networks, and prospects.”

Dan Surowiec

“We selected DealCloud for its versatile functionality and found it to be easily adaptable for our firm. The platform will complement our current investment and investor relations processes as our firm continues to scale. As we continue to grow as a firm, DealCloud will allow us to work more efficiently on the investment side and will assist us with building and strengthening our relationships.”

Christopher Faucher

Schedule a Demo

Top