DEAL MAKING CRM SOLUTIONS - SMARTROOM CRM

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Customer Relationship Management Exclusively for Deal Professionals.

SmartRoom has partnered with DealCloud to bring you the only customer relationship management platform build exclusively for capital market and deal making professionals.  Seamlessly execute fundraising, sourcing and deal management strategies on one platform. Elevating beyond traditional CRM, the platform was designed to be flexible and easily configured to meet the changing needs of private equity, growth equity, venture capital, real estate, and credit investors, as well as highly acquisitive private and public companies, investment banks, and M&A advisory firms.

POWER YOUR DEAL MAKING PROCESS

A single source deal, relationship, and fund management platform that enables capital market firms to execute deal-making at the highest level.

Proprietary Sourcing

Track target companies, and activity by industry, sector, or region. Gain a full understanding of your origination efforts firm wide, or by Deal Team or individual.

Deal Execution

Track all actionable items, relationships, counter­parties, and team staffing associated with a deal. Automated task assignment and alerts ensures all teams are executing against your strategy.

Intermediary Coverage

Gain insight and understanding of relationships including conversations, current and past deal flow, and key contacts. Understand whose shown you good and bad deals.

Fundraising

Understand Limited Partner interest, activity, and commitments. Track Advisors that represent several investors, and gain a holistic view across all relationships critical to close your fund.

Pipeline Management

Dashboards, reports, and analysis gives you a full picture of each stage of the pipeline, what deals are moving, and which are not. Automated reporting delivered right to your partner’s inbox.

Investor Outreach

Maintain the proper cadence of communication with Investors. Easily understand the full relationship you maintain including phone calls, emails, Co-Invest opportunities and future investment preferences.

PRIVATE EQUITY SOFTWARE TRIFECTA

SmartRoom offers a full bundle of software solutions for Private Equity Funds. They’re powerful alone — but even better when used together.

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