SMARTROOM & DEALCLOUD CRM

 

Deal Cloud Logo 

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.

POWER YOUR DEAL MAKING PROCESS

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.

Fundraising

Understand Limited Partner interest, activity, and ommitments. 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 partners 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.

COMING SOON

SMARTROOM + DEALCLOUD INTEGRATION

Integrate the SmartRoom and DealCloud platforms to create one seamless experience for the entire deal lifecycle.  Simplify and streamline fundraising, LP reporting, portfolio exists, and more.

WORK SMARTER. NOT HARDER. 

More data. Better features. Stronger security. SmartRoom provides more value than any other virtual data room on the market. Period.

LESS EFFORT

Reduce administrative redundancies by 30%

GREATER EFFICIENCY

Users save an average of 15 hours per week

BETTER VALUE

Companies estimate an annual ROI of 675%

TRY SMARTOOM 30 DAYS FREE

Experience SmartRoom for yourself and see how working with a better virtual data room help you save time, money, and effort.

TRY FREE