DealCloud

Technology

DealCloud is an industry leading, purpose-built platform for private markets firms.

Offering more than just CRM capabilities, it allows firms to manage and track relationships, transactions, processes, workflows, operations and compliance in one intuitive platform.

Lionpoint has a strong partnership with DealCloud, and our consultants have a track record of successful DealCloud implementations. Our focus on program management, change management and user adoption enables firms to address the people and process aspects of an enterprise-wide DealCloud rollout. This complements DealCloud’s focus on delivering the configured application, and we work together to ensure the success of client projects.

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Features of DealCloud

Ease-of-use
Feature-rich Outlook integration
Highly configurable, without the need for coding or performing customization, to specific client needs
Easy to develop reports on top of using Microsoft Word and Excel
Pre-built integrations with commonly used data feeds like Preqin, PitchBook and Sutton Place Strategies
Open API for integrating with portfolio management, fund accounting and investor portal solutions, deal pipeline data sources, and document management and collaboration tools, e.g., SharePoint, OneDrive and Teams

Examples of use cases for DealCloud

Basic Use Cases

Deal Pipeline Management
Fundraising & Investor Relations
Advanced Use Cases

Due Diligence

Investor Closings / Co-Investment Tracking / Transfer Tracking
Talent Management
Vendor Management
Integrations with other technology products via the API

Case studies

Our Latest Anaplan Case Studies

Implementing a Fit-for-Purpose Private Equity CRM System to Fuel Growth

Jul 13, 2021

Get in touch

Request a DealCloud assessment.

Get started