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DealCloud and SmartExchange Integration

POWERFUL DATA FOR INTELLIGENT INVESTING

Simple Solutions for All Complex Fund Management and M&A Needs.

 

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Background Buildings

 

SIMPLIFIED & SEAMLESS EXPERIENCE

SmartExchange + DealCloud integration for Alternative Investments allows partners to automate all investor relations services in a single platform with real-time information and dynamic reporting.

SmartExchange + DealCloud integration for M&A Deal Management helps deal teams stay focused and accountable – leading to more efficient, and successful deal outcomes.

 

Alternative investments

Manage-Investor-Contacts

Manage
Investor Contacts

Easily import contacts from DealCloud integration or spreadsheets. Assign security profiles to control access and distribution to LP-specific folders.

Centralize-Workflows

Centralize
Workflows

Project management tools and integrated VDR allow you to centralize all data so you can conduct due diligence, fundraise, market, and more.

Share-Fund-Information

Share
Fund Information

Share pertinent fund information with the ability to customize which fund details are made available to any specific investor.

m&a dEAL mANAGEMENT

increase productivity

Improve
Productivity

Keep teams focused on the strategic rationale of the deal during each execution phase helps them make more informed business decisions.

collaborative

Enhance Collaboration
& Transparency

Set due dates, assign tasks, track progress, and share files. Work management in one place keeps teams organized, informed, and accountable.

risk

Effectively Reduce
Any Risk

Custom user profiles and granular security rights keep information secure. Reduced manual processes and administrative work help eliminate costly human error.

 

WHY SmartExchange IS POWERFUL

SmartExchange consolidates all your DealCloud information to create a single source of truth.

 

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FULL STACK DEAL MANAGEMENT SOLUTION

SmartRoom

EASILY EMBEDED IN DEALCLOUD


SmartRoom can be easily embedded and opened directly from the Deal page in DealCloud.

Easily embedded Edited
 

SmartExchange

SEAMLESS PORTAL INTEGRATION


Our SmartExchange investor portal can be embedded and directly opened from the Investor Contact page in DealCloud, easily viewing the portal as that user.

Directly Open from Investors Edited
 

All Information In One Place

SINGLE SOURCE OF TRUTH


A simple list of all your SmartRooms can be embedded which allows you to review important SmartRoom Statistics, such as Last Uploaded Date, Last Viewed Date, or Last Login Date, across ALL your deals.

Review Deal Information Edited
 

SmartExchange & DealCloud

The most efficient way to manage all investor relations services and centralize all M&A deal processes.

 

ALTERNATIVE INVESTMENTS

  • Manage & automate all investor relations services on one platform

  • Centralize all fund-related data

  • Keep teams aligned, informed, and productive

Fund Manager
 

M&A DEAL MANAGEMENT

  • Accelerate deal flow and improve outcomes

  • Streamline workflow through the entire deal lifecycle

  • Access reports, documents & time-sensitive information anywhere, in real-time

Investors SmartExchange
 

Ready to learn more about the SmartExchange & DealCloud integration?

LET US SHOW YOU HOW IT WORKS

 

CLICK HERE TO BOOK A DEMO