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DEALCLOUD REDEFINES

Reporting and analytics

Today’s most successful capital markets firms rely on reports and data analytics to inform their decision-making and strategy development. With transactions constantly evolving, dealmakers need real-time reports that help them zero in on the most time-sensitive and high-priority items.

 

DealCloud unifies data, systems, and people with fully interactive reporting on your most important metrics, accessible anywhere, at any time. And 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
  • ONE-CLICK PREFORMATTED REPORT DOWNLOADS
  • REAL-TIME ANALYTICS
  • CROSS-TEAM TRANSPARENCY
  • MORE INFORMED DECISION-MAKING
  • INCREASED INSTITUTIONAL KNOWLEDGE
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Reducing administrative hassle and friction

 

In the capital markets, time is at a premium. Our solutions were designed to help busy dealmakers and investing professionals execute on deals and manage their pipelines from anywhere with just a few clicks.

 

Our solution enables teams to download and design preformatted reports based on any data set from either a web or mobile interface. Reduce administrative burden by scheduling these reports to be sent to yourself, a team member, or group of people as a PDF or Word Document at a cadence that works best for you.

Real-time data on your team’s activities and progress

 

In this competitive and fragmented marketplace, capital markets firms need every employee to be working smart and toward the firm’s shared goals. Best-in-class firms report on resource allocation, dealmaker performance, business development activity, travel, and much more.

 

Tracking these key “human capital” metrics in DealCloud provides the firm’s leadership with the intelligence they need to execute on the firm’s mandates, while increasing visibility into initiatives that drive results.

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“DealCloud enables us to focus our time on nurturing and growing our brands to their full potential instead of locating and sifting through dense spreadsheets of data. By tracking all of our interactions and pushing out daily reports and summaries, DealCloud puts real-time, actionable business intelligence in the hands of our team.”

Robert Gamble

“One of the most important values of our company is analytical thinking and DealCloud is enabling us to do exactly that with their intuitive and customizable platform. We are now able to not only have detailed information on all of our extensive industry focuses but also able to make informative decisions based on the data stored within the DealCloud platform.”

Stan Cutter

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