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Dealcloud

Dealcloud Review: Is It The Right CRM Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

GDPRSOC 2
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Dealcloud offers custom pricing plan

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What is Dealcloud?

Introducing Dealcloud, the premier cloud-based financial services software for dealmakers and principal investing professionals. With a cutting-edge platform that prioritizes data power, Dealcloud is redefining the standards in the industry. Designed to cater specifically to the unique requirements of various sectors including private equity, growth equity, venture capital, real estate, credit investors, and more, Dealcloud offers unparalleled flexibility, scalability, and customization options to meet the dynamic needs of its users. Dealcloud's robust data architecture empowers users to efficiently process vast amounts of information, ensuring they stay ahead of the curve when sharing deals with potential stakeholders. Its emphasis on security and advanced analytics guarantees that firms can derive valuable insights from due diligence documents and create comprehensive deal models based on market multiples. The platform's state-of-the-art technology enables seamless collaboration among deal participants in a secure environment, facilitating real-time updates on deal progress throughout its lifecycle. In essence, Dealcloud equips users with all the essential tools for precise financial modeling while maintaining an unmatched level of speed and accuracy. Trusted by leading organizations across the financial and professional services landscape, Dealcloud is the go-to solution for executing deals at the highest standards. Elevate your dealmaking experience today with Dealcloud's reliable and innovative offerings.

Pricing

  • Dealcloud offers custom pricing plan

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

SOC 2
GDPR
  • SSO & MFA supported

  • Data residency:Global

Platform

  • Browser Based (Cloud)

  • Desktop only — no mobile app

Dealcloud Software Demo

Dealcloud was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Dealcloud

Use cases
Private equity firms, Venture capital firms, Real estate investment companies
Team types
Dealmakers, Principal investing professionals
Company size
Medium Business, Large Enterprises
Workflow style
Flexible and configurable
Setup complexity
High

Why teams choose Dealcloud

  • Highly customizable to specific financial services workflows

  • Scalable platform suitable for complex deal management

  • Designed specifically for investment professionals' needs

Is Dealcloud right for you?

Best for complex deal management in financial services investment firms.

Choose Dealcloud if

  • You are a private equity, venture capital, or real estate investment firm needing tailored CRM.
  • Your team consists of dealmakers or principal investing professionals requiring scalable, customizable workflows.
  • You operate a medium to large enterprise seeking a cloud-based platform focused on data power.

Consider alternatives if

  • You are a small startup without a dedicated investment team or simple CRM needs.
  • You require transparent, fixed pricing and a quick, low-complexity setup process.
Pros and cons

Dealcloud pros and cons

  • Dealcloud pros
  • Highly customizable to specific financial services workflows

  • Scalable platform suitable for complex deal management

  • Designed specifically for investment professionals' needs

  • Dealcloud cons
  • Pricing is quotation based and not publicly available

  • Potentially complex setup due to high customization

Ready to try it?

Get started with Dealcloud

Connect with the team for a personalised demo.

Get Pricing Details

Still comparing?

See how it stacks up

Compare Dealcloud side-by-side with top CRM Software alternatives.

Bigin by Zoho CRM
Zixflow
Relate
+8 more
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What is the pricing of Dealcloud?

Dealcloud uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.

Free TrialNot available
PricingDealcloud offers custom pricing
Pricing Model
Quotation Based

Dealcloud reviews and ratings

Buyer sentiment

Insufficient public user reviews to determine overall buyer sentiment.

Security & Compliance

Dealcloud security and data handling

Key compliance certifications and security features for IT and security teams evaluating Dealcloud.

Certifications

SOC 2✓ Certified
GDPR✓ Certified
HIPAA✗ Not certified

Security features

Single Sign-On (SSO)✓ Yes
Multi-Factor Authentication✓ Yes
Data Encryption✓ Yes
Audit Logs✓ Yes

Developer & data

Data residency
🌐

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Help & Contact

Dealcloud Support Options

Customer ServiceOnline
LocationJersey City, New Jersey

Connect with Dealcloud

Frequently Asked Questions About Dealcloud

Common questions buyers ask before choosing Dealcloud.

Dealcloud is a strong fit if: You are a private equity, venture capital, or real estate investment firm needing tailored CRM.; Your team consists of dealmakers or principal investing professionals requiring scalable, customizable workflows.. Consider alternatives if: You are a small startup without a dedicated investment team or simple CRM needs.; You require transparent, fixed pricing and a quick, low-complexity setup process..

Buyers commonly note the following limitations of Dealcloud: Pricing is quotation based and not publicly available; Potentially complex setup due to high customization; Limited information on user ratings and feedback.

Some top alternatives to Dealcloud includes Bigin by Zoho CRM, Zixflow, Relate, Spotler CRM and Sage CRM.

Dealcloud offers Quotation Based pricing model

We don't have information regarding integrations of the Dealcloud as of now.

The starting price is not disclosed by Dealcloud. You can visit Dealcloud pricing page to get the latest pricing.

Ready to try it?

Get started with Dealcloud

Get connected with the team for a personalised demo.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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