• DealCloud

    Create a single source of truth for the information partners and professionals rely on to grow the firm

DealCloud helps professional and financial services firms discover, win, and execute more business by providing a unified way to manage their deals and relationships. With DealCloud, partners and professionals can easily manage complex relationship networks, track and forecast deals and pipeline involving multiple parties, and orchestrate streamlined execution across active pursuits and current engagements.

Professional and financial services firms build their reputations and business on the relationship networks and expertise of their partners and professionals. However, the conventional CRMs they’ve relied on in the past have been designed to track linear relationships and exchanges for a product — not the complex ecosystem of relationships, parties, and individual expertise surrounding each deal and engagement within partner led firms.

With DealCloud, these firms can enhance how they manage their deals and relationships in a solution purpose-built to centralize the information and workflows their partners and professionals rely on every day to grow the firm.

An all-in-one solution for deal and relationship management

Relationship management

Build and manage a comprehensive view of your firm’s multi-directional relationships with clients, prospects, and business partners by centralizing emails, meeting notes, and applied relationship intelligence for each contact leveraging Microsoft 365 connectors. DealCloud also automatically captures changes to contact data and can send reminders when it’s time to nurture relationships with key contacts.


Develop, track, and execute marketing campaigns for targeted audiences aligned to your business development strategy leveraging relationship insights. DealCloud users can build target lists for each marketing campaign, manage execution workflows and checklists, and send tailored emails and newsletters all in one place.

Business development

Easily track opportunities, build stronger proposals, and stay aligned throughout your deal pursuit by unifying firm knowledge and experience, relationship insights, and market data from third-party providers – all within a central location alongside your firm’s current deal pipeline, workflows, and related activities.

Pipeline management

Accelerate your deal pipeline with a centralized view of all active deals and involved parties through every stage of the deal lifecycle. DealCloud users can configure their view based on deal characteristics, as well as make updates, sync relevant communications, and add deal notes directly from Microsoft Outlook.

Execution and process management

Gain a comprehensive, detailed view of how your teams are resourced and progressing in their pursuits and engagements. Centralize staffing, workflow management, task assignments, and approvals via automated reporting of pipeline and progress updates.

Firm and knowledge management

Leverage a single destination to find and reference the communications, workflows, files, and other data relating to each deal pursuit and engagement.

Made to adapt to the unique requirements of professional and financial services

Legal professionals

DealCloud empowers law firms to harness their proprietary, firm-wide expertise alongside third-party data sources to deliver the best possible outcomes for clients. With DealCloud, business development teams, lawyers, and practice group leadership gain a unified way to monitor industry developments, adjust to shifting legal precedents, and share a searchable database of previous matter insights to win new engagements, and deliver the best client experience.

Transaction advisory services

DealCloud provides transaction advisory teams with a clear, comprehensive view of the deal and relationship ecosystem within their firm alongside detailed workflow and knowledge management capabilities, so they can multiply their opportunities and accelerate time to impact for service delivery.

Corporate development

DealCloud offers a purpose-built solution for developing corporate strategy, building relationships, driving pipeline progression, and managing cross-functional processes throughout the entire investment lifecycle. DealCloud unifies workflows from strategy through due diligence and execution to promote efficiency, improve decision-making, and boost successful investment outcomes.

Investment banking and corporate finance

DealCloud empowers investment banking and corporate finance teams to easily build, track, and manage the complex network of relationships and activities involved in each transaction — all within a unified systemdesigned to help teams source, manage, and close more deals.

Real estate investors

DealCloud offers real estate investors an enterprise solution for building relationships, discovering new areas of opportunity, driving pipeline progression, and managing cross-functional processes throughout the entire investment lifecycle. DealCloud unifies workflows across the front office, diligence, capital raising, and asset management functions to promote efficiency, improve decision making, and boost successful investment outcomes.

Private equity

DealCloud enables private equity professionals to develop and execute on investment theses by combining the power of propriety data and third-party data. DealCloud adapts to the unique attributes of each private equity firm, so they can centrally manage and report on the relationships, transactions, processes, workflows, and operations progress the firm’s fundraising, capital deployment, and productivity goals.

Experience DealCloud in action