DealCloud

Project Management Tools | Risk Management Software

https://www.intapp.com/ 6508520400

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Product Overview

DealCloud

DealCloud is a complete deal, relationship, and pipeline management solution for financial services firms. The solution manages firms’ market relationships, prospective clients and investments, current engagements and deal processes, operations and compliance activities, allowing investors and advisors to react faster, make better decisions, and execute on complex transactions. Generic CRM platforms struggle to meet all the necessary criteria for deal-management tasks, as they were designed to track customers and sales, not deals. In contrast, DealCloud is purpose-built to support the complicated deal ecosystem, comes with built-in workflows designed around the dealmaking process, and enables automated reporting specifically designed for deal management and relationship tracking.

Specifications

Purpose-built for the financial services industry :

DealCloud is designed for the complicated relationships of dealmakers. Every transaction involves multiple constituents: the companies, financial sponsors, advisors on the buy and sell side, legal counsel, accountants, and depending on the complexity of the deal, many more parties.

Firmwide information sharing :

DealCloud acts as the central nervous system of financial services firms, but it is by no means the only technology system dealmakers use. Recognizing the needs of modern firms, the DealCloud solution was built to seamlessly integrate and sync with third-party systems, helping our clients work more effectively across departments, business systems and processes, technologies, and solutions.

Comprehensive, cloud-based solution :

DealCloud makes dealmaking possible from anywhere with its comprehensive, cloud-based, and secure solutions. The technology enables firms to manage all of their important data and perform critical processes from anywhere in the world, and in any context.