DealCloud

Founded by Ben Harrison in 2010

Manage deals, track client relationships, and run investment pipelines for professional firms

Pricing model

Paid

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use DealCloud to track business relationships, source deals, and manage the full transaction lifecycle across professional services firms. It connects directly with your email and calendar to log meetings, notes, and interactions automatically. Deal teams can organize due diligence materials, build transaction pipelines, score relationship strength across internal networks, and prepare investment committee decks. The system also enriches contact records with external financial data and market feeds, keeping advisory, investment banking, and private capital teams organized and aligned throughout every engagement.

What DealCloud does

Log meetings and emails automatically from your inboxGenerate company and contact records using custom intake rulesScore relationship momentum across clients and prospective buyersAutomate tasks and approval requests during due diligencePopulate contact profiles with external market intelligence dataBuild transaction bidder lists and track buyer coverageQuery internal deal records using natural language promptsAutomated meeting and email activity capture directly from Microsoft OutlookVisual relationship maps that track connection strength across networksPre-built workflows for deal sourcing, due diligence, and committee reviewsAutomated profile enrichment using proprietary and third-party market data feedsConversational queries to pull answers from your deal data in plain EnglishConfigurable compliance and role-based permissions with audit trailsCentralized pipeline and pursuit management for corporate development and advisory

Pricing breakdown

Pricing model: Paid

Frequently asked

Microsoft Outlook Preqin

Preqin

Pitchbook

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