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DealCloud description
DealCloud is a software platform designed for financial firms, especially those in private capital markets. It helps manage relationships, source deals, and track the progress of investments all in one place. DealCloud uses automation and AI features to streamline tasks like generating personalized emails and summarizing key information. It's known for its industry-specific focus, robust data management capabilities, and features that promote collaboration within firms.
Who is DealCloud best for
DealCloud is a deal management software designed for financial firms, especially those in private capital markets. It centralizes deal tracking, investor relations, and portfolio management. DealCloud helps streamline and automate workflows, improve collaboration, and offers robust reporting capabilities. Users appreciate its industry-specific focus and data management tools.
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Best fit for small to mid-sized businesses in the financial sector.
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Ideal for private equity, investment banking, and real estate investment firms.
DealCloud features
| Supported DealCloud offers a CRM designed for investor relationship management and interaction tracking. |
| Supported DealCloud supports deal tracking with pipeline management, targeted buyer lists, and investor status monitoring. |
| Supported DealCloud generates customizable reports, including portfolio performance and risk analysis. |
| Supported DealCloud supports workflow automation through pipeline management, customization, and integrations. |
| Supported DealCloud offers account and opportunity management tools, especially for financial services. |
DealCloud pricing
The commentary is based on 3 reviews from DealCloud G2 reviews.
No pricing information available on the website.
Users sentiment
See the DealCloud pricing page.
DealCloud alternatives
AumniBetter for venture capital firms. Has grown faster recently and offers superior customer support. More user-friendly interface, but implementation can be time-consuming. Lacks robust exit management features. A strong DealCloud competitor for VC firms.Read more
SourcescrubBetter fit for M&A, private equity, and investment banking. Has a larger database of private companies and growing faster. Stronger user reviews highlight deal sourcing and market mapping capabilities. However, users dislike data accuracy, email deliverability, and the user interface. A DealCloud alternative and competitor.Read more
HubSpot Sales HubBetter for mid-sized businesses and a wider range of industries. A more user-friendly interface is mentioned by users, but pricing is considered less favorable. A DealCloud alternative and competitor.Read more
Upstock.ioBetter for smaller businesses focused on equity management. A DealCloud alternative geared towards employee ownership and motivation.Read more
AlphaSenseBetter fit for Enterprise customers. Focuses on market intelligence and competitive analysis using AI-powered search across diverse data sources. Has broader data coverage. Has more momentum based on website traffic and employee growth. Provides real-time monitoring and alerts. Users praise its AI search, data coverage, and customer support. However, users dislike the notes feature, occasional slow loading times, and filtering challenges. Pricing generally considered negative.Read more
DealCloud FAQ
What is DealCloud and what does DealCloud do?
DealCloud is a relationship management platform built for dealmakers in financial services. It streamlines deal sourcing, tracking, and execution through automation and AI-driven insights. DealCloud centralizes all deal information, boosting collaboration and efficiency for private capital market firms.
How does DealCloud integrate with other tools?
DealCloud integrates with other tools through its open API and pre-built connectors. This allows for seamless data flow between DealCloud and other platforms, enhancing workflow automation and data management. It connects with various CRM, marketing automation, and financial data platforms.
What the main competitors of DealCloud?
DealCloud's main competitors include Aumni for venture capital portfolio management, Sourcescrub for deal origination and research, and Zapflow for deal flow and investor relations management. HubSpot Sales Hub and AlphaSense are also alternatives, catering to broader sales and market intelligence needs, respectively.
Is DealCloud legit?
DealCloud is a legitimate software platform used by many financial firms, especially in private capital markets. It helps manage deals and investor relationships, and streamlines workflows. Glassdoor reviews give it a 4.1 rating, suggesting it is safe and reliable for its target users.
How much does DealCloud cost?
DealCloud doesn't publicly disclose pricing information. Contact their sales team for a customized quote based on your specific needs and the size of your firm.
Is DealCloud customer service good?
DealCloud's customer service receives mixed reviews. While some users appreciate the scheduled demos and helpful resources, others mention less user-friendly aspects of the platform. Overall, the software seems to provide adequate customer support for its core financial management features.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.