In this blog, you will be getting an insight into Dealcloud investment banking CRM and features of Dealcloud deal management CRM.

DealCloud CRM

Investment Banking CRM

The Deal Platform provides the most integrated and total solutions based CRM for investment banking purpose. Built on a programmable cloud-based platform, our advanced CRM gives dealmakers an end-to-end solution for sourcing, managing, closing and integrating the most complex and sizable capital transactions. In an investor perspective the companies and intermediaries will be operating in the capital markets owned by private firms, a run-of-the-mill Customer Relationship Management (CRM) solution simply will not do.

Deal Cloud –Investment banking and Deal management CRM software

Dealcloud investment banking CRM

Dealcloud deal management CRM Platform was developed by experienced investment bankers and deal management professionals with a keen eye on the deal-specific needs of today’s dealmaker. There is enhancement of extendable technology giving more scope to automation, origination of deal streamlining, process checks and management issues. Our M&A CRM is nothing but generic. It was built by investment bankers for other deal and industry professionals. The unique needs of investors, intermediaries and other deal professionals are integrated into a single platform, allowing all parties to avoid the use of multiple disparate systems to perform the complex tasks inherent in private capital transactions.

Deal cloud is Compliant, Secure & Customized

All processes, documentation and sites are hosted, securely by a Microsoft Azure Partner within in the private cloud infrastructure, with full compliance to state and federal SRO regulatory standards. All data recovery and back-up options including on-premise hosting to ensure data integrity is maintained for both internal and regulatory procedural processes.

In Dealcloud investment banking CRM customization of Full platform is available for the most ambitious of partners leading to more effectiveness to build a system complying with specific deal management needs. With over 300 gadgets, the platform can scale and customize like no other available system in the market.

With a broad range of features, Our CRM supports varied types of capital transactions

  • Source, track, manage, report and close more deals, more efficiently across industry verticals with a single seamless deal platform.
  • By integrating our CRM with advanced virtual data room capabilities, each deal maker can manage due diligence, research and other deal activities from a single dashboard with mobile application integration.
  • Usage of Workflow gadgets increases the supervisory process for FINRA Registered Reps and ensured strict compliance with SRO and creation of data archives.
  • Automate, sequence, monitor and track all inbound and outbound email communication with our integrated marketing automation tools.
  • There are processes related to Track deal from individual contacts within the CRM and this has helped in efficient deal management blended with the functionality of the project management tool.
  • Advanced groups, tagging and search functionality allow for better investor, target and intermediary contact management within the system.
  • Outbound deal marketing, sourcing and origination with dealcloud deal management CRM.
  • Deal pipeline management, documentation and accountability.
  • Document tracking, uploading and accessibility.
  • Portfolio team communication and advanced internal team management.
  • Performance metrics and measurement initiatives.
  • Investor, issuer and intermediary tracking, outreach and follow-up.
  • Calendaring, task and assignment workflows.
Neha Gupta

Author Neha Gupta

Hi, I am a Digital Marketer by profession but have a keen interest in writing blogs, Articles and creative writing. I believe in working hard and always following my heart.

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