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.
Because of the increasingly complex nature of these relationships, Rolodexes and spreadsheets are no longer the best tool for the job. DealCloud’s platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence.
- STREAMLINED RELATIONSHIP TIERING
- FULL HISTORICAL VIEW OF COMMUNICATION
- FLEXIBLE RELATIONSHIP OWNERSHIP
- ONE-CLICK TEAR SHEET DOWNLOADS
- INCREASED RELATIONSHIP INTELLIGENCE
- FULLY CONFIGURABLE PERMISSIONS