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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 deal professionals.  Elevating beyond traditional CRM with a vertical specific solution designed for the complexities of Fund Manager relationships. Seamlessly execute fundraising, sourcing and deal management strategies on one platform.


Supporting the full lifecycle and mission critical activities of your fund.

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.


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.


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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