DealCloud Overview

What is DealCloud?

DealCloud is a deals, relationship, and firm management software that helps businesses manage processes related to fundraising, marketing, compliance, and more. The pipeline management functionality enables administrators to configure dashboards, reports, and notifications for specific employees, teams, or the entire organization.

DealCloud allows enterprises to design, customize, and launch landing pages with embedded web forms to capture customer details. Managers and leaders can generate pre-formatted reports and send them to team members in PDF or Microsoft Word format. It also lets staff members create and send white-labelled emails to share information such as deal announcements, press releases, fundraising communications, promotions, event invitations, and newsletters.

DealCloud comes with an API, which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga, and more. Supervisors can set up permissions and access rights, restricting specific users' ability to view, edit, or delete information. DealCloud also enables organizations to maintain and store communication history between employees, managers, and partners.

DealCloud Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

Please contact DealCloud directly for pricing information.


DealCloud Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

DealCloud team activity
DealCloud transportation and logistics
DealCloud active deals
DealCloud engagements
DealCloud live transactions
DealCloud video DealCloud screenshot: DealCloud team activity DealCloud screenshot: DealCloud transportation and logistics DealCloud screenshot: DealCloud active deals DealCloud screenshot: DealCloud engagements DealCloud screenshot: DealCloud live transactions

DealCloud Reviews

DealCloud Reviews

Overall rating
4.5
/
5
Excellent
14

Very good
2

Average
2

Poor
1

Terrible
0

Value for Money
4.2
Features
4.2
Ease of Use
4.2
Customer Support
4.4
84% recommended this app
Verified Reviewer

The Tool I Needed for PE

Our search fund runs our entire business through DealCloud. It has all the features we need, and combines what was needed from multiple pieces of software into just one product.


Rob C.

DealCloud - highly configurable. Excellent support team

The DealCloud platform is architected for a number of deal making verticals such as PE, IB, specialty lending, etc. But the beauty of the platform is that these "out of the box" use cases can be further configured to our specific business workflows. We have continued to evolve our DealCloud solution as our business evolves. For example, for our first fundraise we did not use a Placement Agent. On our second fundraise, we did. We changed DealCloud to show prospective LPs brought to us from the Placement Agent. In addition, we further customized DealCloud to marry the data elements that our Placement Agent was tracking in their system to the data elements we wanted to show in our system.

We also customized DealCloud for a custom deal sourcing methodology we use internally. The system was extremely flexible to accommodate that workflow process.

Finally, we have found the DealCloud support team to be very responsive, including addressing our needs after-hours and over the weekend. They understand that we are in a 24x7 business, particularly when we are in diligence on a potential deal. They are available to support us and are fluent in our industry. We aren't speaking with an offshore help desk but rather to the individuals that build and implement solutions.


Verified Reviewer

The Art of Over Promising and Under Delivering

Software itself is fine, the people, not so much. Get your own implementation team that will deal with them as they will spend the bare minimum with you, fall short on designing the implementation, and then blame you for mistakes you should have thought of and encourage you to become a platform manager so you can just finish all the changes by yourself. They said it would take 10-15 hours to implement and I assure you that is not even remotely reasonable if you are exporting 7 years worth of data from an old CRM.

It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem. The do not finish the implementation cleanly either - just hand it off when it's too frustrating to other teams and then you start all over again. To this day I am finding all kinds of fields that are date fields set with addresses as the format. Percentage fields as reference fields to companies. It's endless. List's that were hidden but are extremely useful for us to utilize. But I get to spend my time doing that since we are "post-implementation."


Lina G.

DealCloud is the best for PE


Chris J.

2016 New DealCloud User

We started our private equity firm in 2016 and the first investment we made was in DealCloud in order to have a cutting edge CRM system for our business. The implementation process was completed on time and on budget, and the customer service to date has been outstanding. DC has become a core operating system used firm wide every day, and is an integral tool for our marketing programs and deal origination efforts.

The mobile app is functional, but has plenty of room to improve, and I understand that development work is in process.

DealCloud has been a great investment for our firm, in large part due to the very responsive customer service team and how easy the system has been to tailor to our firm's needs.


Verified Reviewer
Industry: Financial Services
Company size: 1,001-5,000 Employees

The Tool I Needed for PE

Used Daily for 1+ year
Reviewed on 9/15/2019
Review Source: Capterra

Our search fund runs our entire business through DealCloud. It has all the features we need, and combines what was needed from multiple pieces of software into just one product.

Pros

Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great. The ability to filter our information and statistics from our growing pipeline is also great, as it got quite complex with our last CRM.

Cons

Slightly difficult to use the mobile application versus on the computer. I believe this is a function of the sheer amount of information packed into DealCloud, but it can be pretty difficult to fully navigate on the app at times.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Rob C.
Industry: Financial Services
Company size: 11-50 Employees

DealCloud - highly configurable. Excellent support team

Used Daily for 2+ years
Reviewed on 11/18/2016
Review Source: Capterra

The DealCloud platform is architected for a number of deal making verticals such as PE, IB, specialty lending, etc. But the beauty of the platform is that these "out of the box" use cases can be further configured to our specific business workflows. We have continued to evolve our DealCloud solution as our business evolves. For example, for our first fundraise we did not use a Placement Agent. On our second fundraise, we did. We changed DealCloud to show prospective LPs brought to us from the Placement Agent. In addition, we further customized DealCloud to marry the data elements that our Placement Agent was tracking in their system to the data elements we wanted to show in our system.

We also customized DealCloud for a custom deal sourcing methodology we use internally. The system was extremely flexible to accommodate that workflow process.

Finally, we have found the DealCloud support team to be very responsive, including addressing our needs after-hours and over the weekend. They understand that we are in a 24x7 business, particularly when we are in diligence on a potential deal. They are available to support us and are fluent in our industry. We aren't speaking with an offshore help desk but rather to the individuals that build and implement solutions.

Pros

Configurability of the software

Cons

Looking forward to updates to the user interface

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Financial Services
Company size: 11-50 Employees

The Art of Over Promising and Under Delivering

Used Daily for 1+ year
Reviewed on 2/21/2020
Review Source: Capterra

Software itself is fine, the people, not so much. Get your own implementation team that will deal with them as they will spend the bare minimum with you, fall short on designing the implementation, and then blame you for mistakes you should have thought of and encourage you to become a platform manager so you can just finish all the changes by yourself. They said it would take 10-15 hours to implement and I assure you that is not even remotely reasonable if you are exporting 7 years worth of data from an old CRM.

It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem. The do not finish the implementation cleanly either - just hand it off when it's too frustrating to other teams and then you start all over again. To this day I am finding all kinds of fields that are date fields set with addresses as the format. Percentage fields as reference fields to companies. It's endless. List's that were hidden but are extremely useful for us to utilize. But I get to spend my time doing that since we are "post-implementation."

Pros

Interface looks sleek and is somewhat intuitive. Visuals on dashboards are fantastic if you know how to use them. The ability to link different modules easily is what makes this a superior software - until others catch up. As a former Salesforce Dynamo, Zoho, MS Dymanic user in my career, I can compare this to several industry standard CRM systems and being able to link modules (lists) and generate new lists are great. The system is powerful if you know how to use it and you can customize as needed.

Cons

The implementation has been poor and completely missed the mark. The initial promises of being able to guide the implementation with advisory on best in class practices fell very short. It is just now, over a year later that my colleague and I recognized a simple solution that would have streamlined efforts greatly between the deal team and marketing customization's. It's so basic that it is shocking that DealCloud did not suggest this solution - but we get to spend the time fixing it now. When the frustration with implementation was expressed, the account managers will begin the blame game. To the point where a very senior person got on the phone and then proceeded to be very patronizing.

Another HUGE con is that there are very limited API's in place for this software and others. One of the senior execs will encourage you to go ahead and do an API yourself if you have the technical skillset as DealCloud is open source. DealCloud will also do the API work for you for a huge fee which they then turn around and sell to other clients after you pay for the initial API.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Lina G.
Industry: Financial Services
Company size: 51-200 Employees

DealCloud is the best for PE

Used Daily for 1+ year
Reviewed on 7/29/2020
Review Source: Capterra

Pros

It’s highly customised and easy to use, any functionality you could possibly want can be done for you.

Cons

I honestly loved this software I think just adding more search features to search by URL

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Chris J.
Industry: Financial Services
Company size: 11-50 Employees

2016 New DealCloud User

Used Daily for 6-12 months
Reviewed on 11/21/2016
Review Source: Capterra

We started our private equity firm in 2016 and the first investment we made was in DealCloud in order to have a cutting edge CRM system for our business. The implementation process was completed on time and on budget, and the customer service to date has been outstanding. DC has become a core operating system used firm wide every day, and is an integral tool for our marketing programs and deal origination efforts.

The mobile app is functional, but has plenty of room to improve, and I understand that development work is in process.

DealCloud has been a great investment for our firm, in large part due to the very responsive customer service team and how easy the system has been to tailor to our firm's needs.

Pros

Easy implementation, highly customizable for the needs of our firm, outstanding customer support - as responsive as any CS team that I've worked with to date. DC is the only CRM that we found that was really designed for a lower middle market private equity firm.

Cons

The mobile app needs to be improved to improve the GUI and ease of adding notes and accessing historical data. Datasheets should be easy to use in any browser and I'd like to get away from the requirement to use Internet Explorer for that functionality.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
8.2/10
Based on 19 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

DealCloud Pricing

DealCloud Pricing

Starting from
N/A
Free Trial
Value for money

Please contact DealCloud directly for pricing information.

Please contact DealCloud directly for pricing information.

Value for Money
4.2/5
Based on 19 user ratings
Compare value for money rating with alternatives
Compare with alternatives

DealCloud Features

DealCloud Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.2/5
Based on 19 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for DealCloud

Additional information for DealCloud

Key features of DealCloud

  • Activity Tracking
  • Alerts
  • Asset Management
  • Balance Sheet
  • Campaign Management
  • Capital Asset Planning
  • Cash Management
  • Consolidation / Roll-Up
  • Contact Management
  • Dashboard
  • Document Management
  • Email Integration
  • Forecasting
  • Graphical Data Presentation
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Marketing Management
  • Mobile Access
  • Multi-Company
  • Multiple Views
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Project Budgeting
  • Project Management
  • Strategic Planning
  • Supplier Management
  • Supplier Qualification
  • Task Management
  • Territory Management

DealCloud FAQs

DealCloud FAQs

Below are some frequently asked questions for DealCloud.

Q. What type of pricing plans does DealCloud offer?

DealCloud offers the following pricing plans:

Free Trial: Not Available

Please contact DealCloud directly for pricing information.

Q. What are the main features of DealCloud?

DealCloud offers the following features:

  • Activity Tracking
  • Alerts
  • Asset Management
  • Balance Sheet
  • Campaign Management
  • Capital Asset Planning
  • Cash Management
  • Consolidation / Roll-Up
  • Contact Management
  • Dashboard
  • Document Management
  • Email Integration
  • Forecasting
  • Graphical Data Presentation
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Marketing Management
  • Mobile Access
  • Multi-Company
  • Multiple Views
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Project Budgeting
  • Project Management
  • Strategic Planning
  • Supplier Management
  • Supplier Qualification
  • Task Management
  • Territory Management

Q. Who are the typical users of DealCloud?

DealCloud has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does DealCloud support?

DealCloud supports the following languages:

English

Q. What type of pricing plans does DealCloud offer?

We do not have any information about what DealCloud pricing plans

Q. Does DealCloud support mobile devices?

DealCloud supports the following devices:

Android, iPhone, iPad

Q. What other apps does DealCloud integrate with?

DealCloud integrates with the following applications:

Cvent, NetSuite, Tableau, Taiga

Q. What level of support does DealCloud offer?

DealCloud offers the following support options:

Phone Support, Knowledge Base, Online Support