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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.

 

Our technology empowers you to harness the cumulative intellectual capital of your people and processes. With the DealCloud platform, you’ll get a single source of truth to help you manage pipelines and relationships, execute deals, and easily connect with external solutions and third-party data for financial services providers such as Pitchbook, FactSet, Preqin, and more. With DealCloud, dealmakers have access to our integrated marketing tool that allows them to use capital markets data analytics for business development and marketing. To learn more about DealCloud and our data analytics for financial services capabilities, schedule a demo.

Purpose-built for dealmakers

The development and rise of vertical-specific CRMs, like DealCloud, has made it easier for capital markets firms across private equity, growth equity, limited partners, real estate, investment banking and advisory, and more to keep all their contacts, activities, and other critical information in one place. With these advances, dealmakers are better able to manage relationships and develop coverage models. DealCloud defines a “single source of truth” as the place where all of your firm’s data and information surrounding is accounted for and easily accessed. The benefit of this approach is that there is a clear defined process and workflow for finding answers and making decisions.

 

When we say the DealCloud platform is fully configurable, we mean it. Just as the platform can be configured to fit your firm’s needs, DealCloud’s best-in-class reporting capabilities allow dealmakers to use financial services data analytics to dynamically create custom reports, saving time that can be re-allocated to other key activities. 

 

DealCloud is purpose-built for all markets across the capital markets including:

 

DealCloud CRM reporting & analytics benefits:

Since our platform was built and designed for the use of deal and relationship professionals, getting a properly formatted report emailed to you on a schedule, as an attachment, is something easily accomplished and generating a project’s weekly status report, which previously took hours to complete, can take less time using DealCloud.

Creating templated reports such as weekly deal tear sheets using the scheduled report functionality in DealCloud may allow for weekly pipeline meetings to be replaced, since team members are provided with the information they need in a detailed and concise format at the click of a button.

Reporting and analytics software features: 

Single Source Of Truth

DealCloud has made it easier for capital markets firms to keep all their contacts, activities, and other critical information in one place. With these advances, dealmakers are better able to report on what matters most to their firm.

One-Click Preformatted Report 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.

Real-Time Analytics

DealCloud’s third-party financial data analytics solution, DataCortex provides real-time analytics and enables you to make critical decisions more quickly and identify new, meaningful opportunities.

Cross-Team Transparency

The DealCloud platform enables you and your team to manage and increase visibility into firm-wide deal pipeline and relationships at any time from any device.

More Informed Decision-Making

With DealCloud, users have access to an abundance of proprietary and third-party data analytics for financial services that can inform decision making in real-time.

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Increased Institutional Knowledge

Our technology empowers you to harness the cumulative intellectual capital of your people and processes. With the DealCloud platform, you’ll get a single source of truth to help you manage relationships, execute deals, and easily connect with external solutions and third-party data providers.

 

Schedule a demo of our Reporting and Analytics Software

DealCloud unifies data analytics for financial services, 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. DealCloud provides a single source of truth to help dealmakers manage relationships, execute deals, and easily connect with external solutions and third-party data providers. Our technology is not just a CRM – it empowers capital markets professionals to harness the cumulative intellectual capital of their people and processes. To learn more, schedule a demo.

Unlike other CRMs and software platforms, DealCloud was built by capital markets professionals, for capital markets professionals. Our technology centralizes unorganized data and transforms it into meaningful intelligence with easy-to-read, interactive dashboards and automated reports. Users can elect to receive notifications and automated reports with predictive insights via email, web, and mobile.

Notifications can be scheduled, such as weekly pipeline reports, or triggered by certain activities within the platform, such as the creation of a new deal or logged note.

Since our platform was built by industry experts, we know that not all private equity firms operate in the same way. The pipeline, relationship management, and reporting needs of one user, team, division, or company may differ greatly from the next. That’s why our users have the power and precise control to tailor DealCloud 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.

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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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