DealCloud

Transform Your Private Capital Operations with AI-Powered Intelligence

More than a CRM, DealCloud is a purpose-built platform for the collective intelligence of your people and processes — a single source of truth to manage relationships, track and forecast pipeline, and streamline execution. Powered by Applied AI and built on private capital-specific data foundation, DealCloud helps teams navigate complex networks, source the best opportunities, and close more deals across every stage of the investment lifecycle.

Complete Deal Lifecycle Support

Engage the Right Investors AI-powered personalized outreach drives better response rates with automated relationship scoring and tailored content generation. Named Best Fundraising Solution at Private Equity Wire European Awards 2024.

Uncover Timely Opportunities Identify high-potential deals with curated, AI-powered market signals and relationship intelligence. Real-time insights reduce time to warm introductions and accelerate pipeline progression through automated workflows.

Guide Value Creation Support portfolio value creation by tracking add-on opportunities and managing executive talent in one place. Drive smarter exit planning with unified pipeline management and keep teams aligned with real-time visibility into status and responsibilities.

Private Capital-Specific Foundation

Built on proprietary private capital markets blueprint with industry best practices. Native Microsoft 365 integration, enterprise-grade security (ISO 27001, SOC-2), and configurable workflows tailored to your firm's processes.

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