Keep capital flowing, even in tough markets
LP targeting
Prioritize LPs by strategy, geography, check size, and investment patterns.
LP coverage
Improve coverage with automated, AI-driven activity capture, signals, and outreach reminders.
LP servicing
Respond to LPs quickly and consistently with automated routing, status tracking, and reports.
Activity tracking
Spot buying signals early and engage the right LPs with integrated third-party data.
95% of manual relationship data entry
eliminated at Haven Capital
Source more high-quality deals faster
Relationship scores
Uncover which colleagues can help you find your next deal by revealing who knows whom and how well.
Intelligent deal sourcing
Find the best proprietary deals first with AI-powered search across firm and third-party data.
Market and company monitoring
Move on opportunities quickly with shareable watchlists and deal signal alerts.
Intermediary coverage management
Prioritize relationships that drive pipeline by scoring intermediaries on deal quality and quantity.
DealCloud has transformed our organization far beyond operational improvement.
Russell Leupold
Managing Director, Business Technology Office
The Riverside Company
Accelerate deal execution with AI
Diligence management
Provide firmwide visibility into diligence with centralized workflows and tracking.
AI-powered document ingestion
Eliminate hours of manual work by automatically extracting deal data from CIMs, IOIs, and LOIs.
Deal pipeline management
Keep deals moving with stage tracking, checkpoints, and full visibility into every firm transaction.
IC approval management
Accelerate approvals by standardizing IC packet requirements and ensuring submissions are complete.
Experience DealCloud in action
Structure exits to protect value and reduce risk
Buyer mapping
Identify the best-fit buyers for each exit based on mandate, fund size, and track record.
Exit readiness planning
Mitigate execution risk with role-based task ownership and deliverables tracking.
Bid management
Track and compare IOIs, LOIs, and bid terms to identify your best offers and negotiate smarter.
