DealCloud

Description

The DealCloud Chrome Extension enables syncing capability for emails within a Gmail account. For example, an email sent directly from Gmail can be synced upon send and tagged to the relevant entries in DealCloud (contacts, companies, deals, etc.)

DealCloud provides a single-source deal, relationship, and fund management platform that enables capital markets firms to power their dealmaking process - from strategy to origination to execution.

Our technology empowers you to harness the cumulative intellectual capital of your people and processes. With the DealCloud platform, you’ll get a single source of truth to help you manage relationships, execute deals, and easily connect with external solutions and third-party data providers.

You have the knowledge, and DealCloud has a proven track record for transforming that knowledge into actionable intelligence.

We believe that capital markets technology solutions must have the flexibility to adapt to meet each firm’s unique needs. We also believe that generic CRMs like Salesforce, Microsoft, and the resellers of these platforms will never achieve a firm’s desired outcome, because the underlying technology cannot be retrofitted to manage the complex relationships and deal structures of the capital markets. We believe our unique understanding of investors and advisors has enabled us to create an alternative to these generic platforms that delivers unrivaled value to our clients.

We embrace the complexities of the industry and are squarely focused on helping capital markets firms drive market-leading outcomes.