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DealCloud Logo

Cloud-based deal & relationship platform for finance

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DealCloud - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: September 2026

DealCloud overview

What is DealCloud?

DealCloud is an AI-powered deal and relationship management platform built for financial and professional services firms, including private equity, investment banking, venture capital, and advisory organizations. The platform centralizes pipeline management, relationship tracking, contact intelligence, and reporting into a single configurable system, giving deal teams a unified view of their activity and network.

DealCloud supports end-to-end deal lifecycle management, from origination through close, with tools for tracking interactions, managing counterparties, and monitoring deal progress across stages. Relationship intelligence features surface connection strength, interaction history, and network mapping to help firms identify and prioritize opportunities. The platform integrates with email, calendar, and third-party data providers to keep records current without manual data entry. Configurable dashboards and reporting give leadership and deal teams visibility into pipeline health, activity metrics, and portfolio performance.

Deployed in the cloud, DealCloud is designed to scale across firm sizes, from boutique advisory shops to large multi-strategy institutions. Role-based access controls, audit trails, and compliance-oriented data governance features support the operational and regulatory requirements common in financial services environments. The platform's configurability allows firms to tailor workflows, data fields, and reporting structures to match their specific deal processes and organizational hierarchies.

Starting price


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DealCloud’s user interface

Ease of use rating:

DealCloud reviews

Overall rating

4.5

/5

21

Positive reviews

72

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.72/10
Rating distribution

5

4

3

2

1

15

3

2

1

0

Pros
“I find the navigation of the software fairly easy, once I was familiar with it I had a good understanding of how to navigate and find new features.”
AL

Arden L.

Analyst

Cons

Who uses DealCloud?

Based on 21 verified user reviews.

Company size

- Not enough reviews

Small Businesses

Midsize Businesses

Enterprises

Top industries

Investment Banking
Financial Services

Use cases

Financial CRM
Sales Tracking
Lead Management

DealCloud's key features

Most critical features, based on insights from DealCloud users:

Contact management
Reporting/Analytics
Task management
Lead capture

All DealCloud features

Features rating:

Access controls/permissions
Accounting
Activity dashboard
Activity/News feed
Activity Planning
Activity tracking
Ad hoc reporting
Alerts/Notifications
API
Appointment management
Appointment scheduling
Assignment management
Audit trail
Benchmarking
Budgeting/Forecasting
Business card/badge scanning
Business process control
Calendar management
Calendar/Reminder system
Calendar sync
Call logging
Campaign management
Cash management
Client management
Client/Property matching
Collaboration tools
Commenting/Notes
Commission management
Competitive analysis
Compliance tracking
Contact database
Contact management
CRM
CRM integration
Customer database
Customizable branding
Customizable fields
Customizable reports
Dashboard
Dashboard creation
Data extraction
Data import/export
Data integration
Data management
Data synchronization
Data visualization
Document management
Document storage
Drag & drop
Dynamic modeling
Email management
Email marketing
Email templates
Email tracking
Event triggered actions
Exception Reporting
Fee management
File sharing
Financial analysis
Financial management
Forecasting
For financial institutions
For investment advisors
For investors & traders
For real estate
For sales teams/organizations
For small businesses
Fund management
Goal setting/tracking
Graphical data presentation
Interaction tracking
Investment research
Investments tracking
Kanban board
Key performance indicators
KPI monitoring
Lead capture
Lead distribution
Leaderboards
Lead generation
Lead management
Lead nurturing
Lead qualification
Lead scoring
Lead segmentation
Marketing automation
Mobile access
Mobile app
Monitoring
Multi-Currency
Opportunity management
Performance metrics
Pipeline management
Pipeline reports
Portfolio management
Predictive analytics
Progress tracking
Prospecting tools
Real-Time analytics
Real-Time data
Real-Time reporting
Referral tracking
Relationship Tracking
Reminders
Reporting/Analytics
Reporting & statistics
Revenue management
Risk management
Role-Based permissions
Sales forecasting
Sales pipeline management
Sales reports
Sales trend analysis
Scorecards
Search/Filter
Secure data storage
Segmentation
Self service data preparation
Source Tracking
Statistical analysis
Strategic planning
Task management
Task scheduling
Team Assignments
Template management
Territory management
Third-Party integrations
Trend analysis
Trend/Problem indicators
Visual analytics
Web forms
"What if" scenarios
Workflow automation
Workflow management

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DealCloud pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about DealCloud price and value

Value for money rating:

To see what individual users think of DealCloud's price and value, check out the review snippets below.

“I find the navigation of the software fairly easy, once I was familiar with it I had a good understanding of how to navigate and find new features.”
AL

Arden L.

Analyst

DealCloud integrations (6)

Integrations rated by users

We looked at 21 user reviews to identify which products are mentioned as DealCloud integrations and how users feel about them.

Integration rating: 3.0 (1)

Download research report materials

TP

Tony P.

CEO

Integration rating: 3.0 (1)

DealCloud support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base

Training options

Documentation

DealCloud FAQs

Q. Who are the typical users of DealCloud?

DealCloud has the following typical customers:
Small Business, Large Enterprises, Mid-size Business

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Q. Does DealCloud support mobile devices?

DealCloud supports the following devices:
iPhone, iPad, Android


Q. What level of support does DealCloud offer?

DealCloud offers the following support options:
Knowledge Base

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