DEAL MAKING CRM SOLUTIONS – SMARTROOM CRM
Customer Relationship Management Exclusively for Deal Professionals.
SmartRoom has partnered with DealCloud to create an integrated solution that unites the industry’ leading investor reporting solution, and virtual data room to DealCloud CRM; the only customer relationship management platform build exclusively for deal professionals. By connecting these powerful technologies, your firm can manage and streamline fundraising, LP communication, and portfolio company exits from a single source. 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.
DEALCLOUD CRM: 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.
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.
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.
Gain insight and understanding of relationships including conversations, current and past deal flow, and key contacts. Understand whose shown you good and bad deals.
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.
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.
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.
SEAMLESSLY EXECUTE ON KEY FUND MANAGEMENT ACTIVITIES
Track and monitor all portal activity
Analyze investor and buyers' behaviors
Automate report creation & distribution
Manage user list and security rights
Enhance investor communication
ENJOY THE BENEFITS OF A UNIFIED SOLUTION
Single Source of Truth
Streamline processes and accelerate workflows by managing all data in real-time from within DealCloud.
Improve Deal Outcome
Gain valuable insights into buyers’ due diligence activities to make more informed decisions on your next deal.
Reduce manual processes and administrative work by managing all user provisioning and security settings within one application
Enhanced Collaboration & Transparency
Centralizing investor reporting into DealCloud solutions keeps information in one place, helping teams stay organized and accountable.
Simplified Investor Reporting
Make investor reporting more efficient by automating the creation and distribution process within DealCloud.
Maintain complete records of investor communication with the evolved relationship intelligence of DealCloud.