Cover the market with visibility into every client relationship
Relationship scores
Uncover which colleague can help you land your next big deal by revealing who knows whom and how well.
Relationship dashboards
Track interactions to identify which relationships need attention and who’s best positioned to engage.
Sponsor and client coverage
Monitor coverage to surface opportunities across both sides of every transaction.
Automated reminders
Never miss a key follow-up with AI-powered outreach reminders.
A single source of truth for Oppenheimer & Co.
Outpace competitors with smarter sourcing and outreach
Opportunity sourcing
Find deals with AI that flags high-potential transactors based on market trends, company financials, and relationship readiness.
Target list building
Drive smarter outreach with filters that segment prospects by sector, deal type, and strategic fit.
Coordinated outreach
Increase prospect engagement with personalized, AI-generated emails and automated follow-up sequences.
Experience DealCloud in action
Win more deals with real-time insights
Client intelligence
Be prepared for every conversation with insights into financial performance, deal history, and relationship ownership.
AI-generated pitch materials
Use relationship history and transaction data to create branded sponsor and portfolio company decks with just one click.
Third-party data
View and analyze market intelligence from integrated third-party sources without leaving DealCloud.
Discover all the preconfigured features and tools included with DealCloud.
Turn closed deals into future mandates
Deal analysis
Win more new business with clients and counterparties using AI-driven insights from closed transactions.
Fee tracking and realization
Monitor payment status and analyze aging across mandates to forecast cash flow and ensure timely collection.
Knowledge capture
Power future pitches and transactions with a searchable repository of historical deal materials, outcomes, and lessons learned.
Alumni relationship management
Generate more new business by monitoring the career moves of former employees that can provide referrals.
