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
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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 Study

Lionpoint has a strong track record of successful
DealCloud implementations.

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

As part of a broader technology transformation, Lionpoint was engaged to lead a CRM system selection and implementation.

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