Directory / DealCloud
DealCloud
Deal, relationship, and firm management platform used by private equity and investment banks.
Key facts
- Website
- dealcloud.com
- Founded
- 2010
- Pricing
- Enterprise, contact for pricing
- Rating
- No reviews yet
About DealCloud
DealCloud is a deal, relationship, and firm management platform used by private equity and investment banks. It fits deal teams at private equity firms, investment banks, or independent sponsors who need to track relationships and pipeline in one system instead of spreadsheets and inboxes.
Key features
- Conversational and agentic AI for deals
- Zero-entry activity capture from Outlook
- Relationship strength mapping
- Data enrichment via Preqin, PitchBook, FactSet
- Configurable workflows and compliance controls
Pros & cons
Pros
- Used by major firms like Goldman Sachs, JPMorgan, Carlyle
- Deep AI-driven workflow automation
Cons
- Enterprise-focused, pricing not public
- Likely complex/costly for smaller teams
Reviews
No reviews yet. Be the first to share your experience with DealCloud.
Frequently Asked Questions About DealCloud
What is DealCloud?
DealCloud is a deal, relationship, and firm management platform used by private equity and investment banks.
Who is DealCloud for?
It fits deal teams at private equity firms, investment banks, or independent sponsors who need to track relationships and pipeline in one system instead of spreadsheets and inboxes.
What category does DealCloud fall under?
DealCloud is a deal and relationship management (CRM) platform built for firms that need to track pipeline, contacts, and deal activity.
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