Deal and relationship management solution for financial and professional services firms

Make more informed decisions with streamlined workflows and accessible data.

Implement clean data practices for increased data visibility.

Protect data access with user permissions, import/export controls, and audit logs.

Keep contacts, activities, and pipeline updates in one accessible location.

Eliminate duplicates from multiple entries by combining metadata and references for a single entry or at scale.

Curate cleaner, more actionable data with dashboard cleanliness monitoring.

Empower selected users to revert changes when needed with deletion logs that show the date, user, the affected list, and the number of deleted entities.

Save time with spreadsheet-like editing, automate data updates, and seamlessly migrate data tables to and from Excel.

Access DataCortex for data, news, and contacts or other data providers, like  Pitchbook, Equilar, Preqin, and S&P Global Market Intelligence — all from inside DealCloud.