Dealcloud Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
GDPR
SOC 2Add to compare
Dealcloud offers custom pricing plan
Overview
Pricing
Features
Alternatives
Media
Security & Compliance
Support
FAQ
Blogs
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 small teams, SMBs, and enterprise
Security & Compliance
SOC 2GDPRSSO & 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.
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
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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.
Weighing your options?
Not sure if Dealcloud fits your budget?
Dealcloud reviews and ratings
Buyer sentiment
Insufficient public user reviews to determine overall buyer sentiment.
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What are the features of Dealcloud?
Analytics is a math-based field that aims to uncover patterns in marketing data to gain actionable knowledge that can be used in your market…
Customer relationship management (CRM) is a tool that allows to keep track of all of the company's relationships and interactions with its c…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customizability is a key feature that allows users to personalize their software according to their specific needs and preferences. It refer…
Data integration is an important feature in modern software that allows businesses to combine data from multiple sources. It is the process…
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of…
Dealcloud security and data handling
Key compliance certifications and security features for IT and security teams evaluating Dealcloud.
Certifications
Security features
Developer & data
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Dealcloud Support Options
Frequently Asked Questions About Dealcloud
Common questions buyers ask before choosing Dealcloud.
Dealcloud is a CRM Software. Dealcloud offers CRM, Document Management, Analytics, Customizability, Contact Management and many more functionalities.
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
The starting price is not disclosed by Dealcloud. You can visit Dealcloud pricing page to get the latest pricing.
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].