at Financial Technnology Year
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DealCloud
from Intapp DealCloud
Configurable proposal and pitchbook templates; analytics; client engagement workflows; integrates with financial data feeds and CRM systems.
Category:
Proposal Generation Systems
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
DealCloud
Category:
Deal Flow Management Systems
Software platforms that help track and manage incoming investment opportunities, allowing VCs to organize, prioritize, and collaborate on potential deals from first contact through evaluation.
DealCloud
Publicly available data, summarised using AI.
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