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DealCloud Claim

Tap into your firm and industry knowledge​ to discover, win, and execute new business.

DealCloud Overview

DealCloud is a sophisticated solution specifically designed for the complex needs of private equity, investment banking, and corporate development professionals. It offers a comprehensive set of tools tailored for managing the entire deal lifecycle. Its core strength lies in its powerful relationship intelligence and deal management capabilities, allowing users to efficiently track interactions, transactions, and key contacts. The platform offers highly customizable dashboards and reporting features, enabling firms to analyze data in real-time and make informed decisions. DealCloud's seamless integration with third-party data providers and other business tools enhances its functionality, facilitating better workflow automation and data consistency. Its focus on security and compliance ensures that sensitive deal information is protected, making DealCloud a reliable and essential tool for deal professionals.

DealCloud screenshot & Video

Contact Details

  • DealCloud
  • 2010
  • United States
  • 101-500


  • Email
  • Phone
  • Knowledge Base


  • In-person
  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based

Typical Customers

  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported



Information Services, Information Technology & Services

DealCloud Features

  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management

DealCloud Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

DealCloud FAQ's

  • No, DealCloud does not offer a free version.

  • No, DealCloud does not offer any free trial.

  • No, Credit Card details are not required for the DealCloud trial.

  • Yes, DealCloud offers an API.

  • DealCloud offers support with the following options:
    • Email , Phone , Knowledge Base

  • DealCloud offers training with the following options:
    • In-person , Webinar , Documentation

  • DealCloud supports the following languages:
    • English

  • Following are the typical users of the DealCloud:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • DealCloud supports the following deployment:
    • Cloud Hosted

  • DealCloud supports the following devices:
    • Web-Based