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DealCloud and SmartExchange Integration

See The Power of Our Integration in Action!

 

Customizable portal for sharing important details and marketing materials for Investment Banking Deals

 

SCHEDULE A DEMO
Background Buildings

SmartRoom at DealMax 2023 in Las Vegas

 

SIMPLIFIED & SEAMLESS EXPERIENCE

SmartExchange + DealCloud integration enables deal teams to stay focused and manage all aspects of the deal from a single easy-to-use interface. It also helps them stay focused and accountable – leading to more efficient, and successful deal outcomes.

 

DealCloud x SmartExchange

DASHBOARD


Dashboard view customized based on User’s Role, for example: Issuer, Strategic/Acquirer, or Investor

Provides a dynamic / summary view, and simplified navigation to the most relevant information:

  • Company Details
  • Company Contacts
  • Active Deals
  • Integrated Analysis via Power BI
  • Engage
Dashboard1
 

DealCloud x SmartExchange

COMPANY DETAILS & NEWS


Real-time integration of Dealcloud/CRM Company data allows investment banks to expose customized Company Page Details to all involved interested parties.

“Claim Your Profile” - allows assigned admin users to enhance CRM data, allowing more accurate information to be automatically distributed to all parties

News Feed – Integrated news feed from Owler or other third-party source

Company Details & News
 

DealCloud x SmartExchange

COMPANY CONTACTS


Real-time integration of Dealcloud/CRM Contact data allows investment banks and clients to expose and manage Company Contacts and Portal Access

Contact affiliations (board members) also managed here

Integration with LinkedIn and CapiQ provides relevant contact details

Company Contacts Screenshot v2
 

DealCloud x SmartExchange

DEAL OVERVIEW


Real-time integration of Dealcloud/CRM Deal data allows investment banks to expose and manage Deal Summary and Overview Pages

Configurable versions of Deal pages displayed per user type

 

Deal Overview Screenshot
 

DealCloud x SmartExchange

DEAL DOCUMENTS


Milestones automatically create and control access to Data Room

Provides fully integrated Smartroom functionality from within the SmartExchange client portal

 

Deal Documents Screenshot
 
 

Ready to learn more about the SmartExchange & DealCloud integration?

LET US SHOW YOU HOW IT WORKS IN ACTION!

 

CLICK HERE TO BOOK A DEMO