DealCloud Reviews & Pricing

by Integration Appliance | Founded 2000, Palo Alto, CA

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What is DealCloud?

Industry Specialties: Serves all industries

Designed for leading investment banks, operating companies and investment firms, DealCloud is a flexible, data-driven platform with vertical-specific functionalities. It helps handle fundraising, regulatory compliance and financial deals, enabling dealmakers to execute deals optimally.

It comes with modules for managing data, pipelines, relationships, business procedures, conflicts and marketing processes. The API allows integrations with FACTSET, PrivCo, PitchBook and more.

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User Sentiment

Based on 19 reviews:

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DealCloud Pricing

Based on our most recent analysis, DealCloud pricing starts at $250 (Monthly).

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Starting From: $250
Pricing Model: Monthly
Free Trial: No

Training Resources

DealCloud is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for DealCloud:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

DealCloud Benefits and Insights

Why use DealCloud?

Key differentiators & advantages of DealCloud

Streamline Workflows: Organize transactions and maintain compliance by monitoring every stage of deal processes and using a configurable and customizable workflow engine integrated with deal flow tracking and execution.
Make Smart Decisions: Dealmakers can make informed business decisions and view transaction details in a unified platform leveraging proprietary and third-party data. Gain relationship intelligence through email marketing analytics from a single database.
Collaborate Across Teams: Ensure quick deal closures by keeping team members on the same page with fast and recent deal updates.
Manage and Migrate Data: Handle data efficiently through combined metadata and references, duplicate record elimination and access to actionable insights. Quickly add, filter, delete, swap, reorder, view and hide records. Track and restore deleted data and see who deleted it, affected lists, data source and deleted entities.
Reduce the Risk of Data Loss: Ensure data accuracy by importing valuable information into a CRM to configure rules and permissions. Prevent data loss and define who can import and export data, and at what frequency.
Enhance Reporting Capabilities: Get the latest information and check important metrics through interactive reports and dashboards. Run reports using templates. Match user preferences and interests using customizable charts, graphs, datasheets, profiles and tearsheets.
Gain Insights: Identify the most promising leads to know where to invest time. Access detailed financial information using data visualization, notification setting and dashboarding to execute deals.
Easy Integrations: Access third-party financial data from PitchBook, Preqin, FactSet and other integrated platforms through DataCortex. Ensure central and on-demand access to information as and when needed.
Improve Communications: Keep in touch with limited partners and investors with a 360-degree view of all deals and investments.
Manage Conflicts: Design and maintain an auditable process to manage conflicts and reduce manual errors. Create a comprehensive audit trail of communications and key approvals in a central location.
Reduce Operating Costs: Minimize TCO by ensuring seamless approvals and collaboration, adding transparency to review processes and conflicts, and notifying stakeholders of changes in conflict situations.

Industry Expertise

Serves limited partners, family offices, secondaries and placement agents across a wide range of industries, including investment banking and advisory, private equity, growth equity, venture capital, credit and leveraged finance, real estate, corporate development, hedge funds and more.

DealCloud Reviews

Average customer reviews & user sentiment summary for DealCloud:

19 reviews

91%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of DealCloud reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Relationship Management: DealCloud excels at managing relationships, allowing users to easily track interactions with clients and prospects, log meeting notes, and set follow-up reminders. This helps streamline communication and build stronger relationships.
Pipeline Tracking: The platform provides a clear visual representation of the sales pipeline, enabling users to monitor deal progress, identify potential bottlenecks, and make informed decisions to optimize their sales process.
Reporting and Analytics: DealCloud offers robust reporting and analytics features that provide valuable insights into sales performance, deal flow, and team productivity. Users can generate custom reports, track key metrics, and identify areas for improvement.

Cons

Steep Learning Curve: DealCloud's extensive features and functionalities can be overwhelming for new users, requiring significant time investment to master the platform effectively.
Customization Challenges: While DealCloud offers customization options, tailoring the platform to specific workflows and preferences can be complex and may necessitate assistance from technical experts or consultants.
Mobile App Limitations: The mobile app's functionality is limited compared to the web version, potentially hindering productivity for users who rely on mobile access.
Reporting Complexity: Generating reports in DealCloud can involve intricate steps and may require familiarity with the platform's data structure and reporting tools.

Researcher's Summary:

Is DealCloud the silver lining for your business's cloudy sales performance? DealCloud has garnered praise for its user-friendly interface, robust features, and competitive pricing, earning recognition as a top CRM software. Users particularly appreciate its comprehensive CRM system for managing leads, sales pipelines, and deal closures, along with its powerful reporting engine that helps track sales performance and pinpoint areas for improvement. The ability to integrate with other business applications like Salesforce, Microsoft Dynamics, and Google Analytics further enhances its appeal.

However, some users have noted that DealCloud's customization options can be complex and may require technical expertise. Additionally, while DealCloud offers a wide range of features, some users have expressed a desire for more advanced marketing automation capabilities. Despite these drawbacks, DealCloud's strengths lie in its ability to streamline sales processes, improve collaboration, and provide valuable insights into relationship management. Its automated data capture, relationship intelligence features, and AI-driven outreach tools significantly enhance efficiency and productivity.

DealCloud appears to be best suited for financial and professional services firms seeking to optimize their relationship management and business development efforts. Its industry-specific features, such as relationship scoring and deal tracking, cater to the unique needs of these sectors. The platform's ability to centralize firm interactions, automate workflows, and provide actionable insights empowers professionals to focus on building relationships and driving growth. While DealCloud may have a steeper learning curve compared to some competitors, its comprehensive features and industry-specific focus make it a valuable tool for firms looking to elevate their sales and relationship management strategies.

Key Features

For Financial Services

Manage customer relationships efficiently by supporting and organizing conferences, meetings and trade shows. Provides a central repository for critical business data as well as smart reporting and data analysis capabilities. Record transactions across stages and move quickly through management meetings and legal processes.

Relationship Tiering: Build a tiering strategy to meet unique business needs and organizational structure by understanding entity value.
Centralized Communication History: Store all communications and data in one place, to make it easily accessible.
Relationship Ownership: Ensure proper coverage of deals, people and opportunities through an intelligent tagging layer. Enforce accountability and own relationships through flexible tagging capabilities.
Complex Reporting: Run complex reports from websites or through add-ins. Tearsheet technology helps reduce administrative burden and lets professionals pre-format and schedule reports.
Relationship Intelligence: CRM technology combined with proprietary data helps improve relationships, allowing investors to focus on deal closure.
Configurable Permissions: Allows platform customization according to individual user needs. Ensure simple, intuitive information flow, and control access permissions to confidential data.

For Growth Equity Firms

Dealmakers can categorize, tag and organize relationship data. Track the progress of fundraising, capital deployment and productivity through flexible tagging and reporting. Key functionalities include:

Private company monitoring
Business development
Relationship management
Intermediary coverage
Deal and pipeline visibility
Fundraising and investor relations

For Fund of Funds

Convert unorganized proprietary and third-party data into insightful intelligence using automated reports and interactive dashboards. Receive notifications via mobile, email and web. Schedule weekly alerts or trigger them for certain activities such as new deal creation or note logging. Notable features include:

Fund monitoring
Business development activity tracking
Fund manager coverage
Industry analysis
Deal and legal document management
Investment process creation and management

For Investment Banking and Advisory

Execute mandates and use configurable deal processes. Enable boutique advisors and firms to compete more effectively, and increase customer engagement. Offers:

End-to-end activity tracking
Relationship management
Sponsor coverage
Deal origination
Fee estimation and tracking
Industry group management
Targeted buyer lists

For Real Estate Investors

Use current and accurate data to make informed business decisions using dashboards, detailed reporting and pipeline analytics. Segment data through visualization tools, identify top-priority actions to improve performance and generate portfolios and loan reports quickly. Features include:

Centralized deal information
Pipeline management
Business development activity tracking
Due-diligence collaboration
Task management and tracking
Fundraising and IR
Property and portfolio analysis
Travel planning
Deal and legal document management

For Corporate Development

Get visibility on industry developments and track emerging trends. Check relationship data and organizational knowledge quickly through cloud-based web and mobile apps. Key functionalities are:

Private company monitoring
Business development activity tracking
Investment banker coverage
Industry analysis
Deal and legal document management
Investment process creation and management

For Private Equity

Plan investment strategies based on deal size, geography, industry specialization and sub-sectors. Use a flexible data structure and configurable tags to analyze information. Explore features such as:

Technology blueprint
Relationship intelligence
Metrics-driven data
Analytical pipelines

For Venture Capital

Increase competitive advantage and build meaningful relationships by managing pipelines and executing deals more effectively. Closely monitor data while focusing on new deal sourcing. Capabilities include:

Deal and pipeline management
Executive network management
Lender coverage
Business development and activity tracking
Industry analysis
Round-by-round funding analytics
Deal and workflow management
Deal and legal document management

For Limited Partners

Maintain relationships with advisors, GPs, bankers, brokers, placement agents, consultants, accountants, lawyers and other deal influencers. Connect disparate data for deeper analysis and intelligence. Access all query-related data points while reporting on co-investments, direct investments, real assets, fund investments or partner deals. Use formatted report templates in PDF, Word or Excel. Includes:

Business development activity tracking
GP communication
Intermediary coverage
Fund manager coverage
Deal and legal document management
Travel planning
Compliance and risk management
Increased visibility into deal and pipeline management

For Leveraged Finance

Lenders and credit advisors can store and access activities, contacts and other critical information in a single place. Find answers and make decisions using clearly defined processes and workflows. Key features are:

Private company monitoring
Business development activity tracking
Sponsor and banker coverage
Industry analysis
Travel planning
Deal marketing
Deal and legal document management
Compliance and risk management
Time tracking

For Fundraising and Investor Relations

Maintain direct relationships with investors and private firms. Use accurate, timely and verified data to receive actionable insights on investment plans and past activities. Leverage capabilities such as:

Communication with investors
Centralized database
Reporting and analytics
Webinar management and surveys
Visibility on investments
Third-party data integrations

For Family Offices

Keep track of emerging trends, observe developments in target geographic regions and industries, and manage deal processes and key relationships. Enable investment professionals to understand and manage a complex ecosystem. Key features include:

Deal and pipeline management
Business development activity tracking
Intermediary and lender coverage
Fundraising and IR
Portfolio monitoring and reporting
Bid analysis
Travel planning
Conflict checks
Time tracking

Limitations

At the time of this review, these are the limitations according to user feedback:

Occasional bugs while adding new fields.
Certain flaws within the design.
Multiple options and fields are tough to remember for beginners.
Poor implementation.
Preheader functionality is missing.

Suite Support

Email: [email protected].

Phone: (800) 585-7471.

Training: Dealcloud university offers full-length courses, short how-to videos, resource documentation, platform manager certifications, getting started courses, live web training and special power user training.

Tickets: Not listed.