Companies that use DealCloud

Source: Analysis of 100 job postings that mention DealCloud

I noticed that DealCloud buyers are concentrated in leadership roles, with Vice Presidents at 24% and Directors at 20% leading purchasing decisions. These leaders primarily come from private equity, investment banking, and asset management firms. They're hiring for teams focused on investor relations, capital formation, business development, and portfolio management. Their strategic priorities center on fundraising efficiency, client relationship management, and deal pipeline visibility across complex alternative investment operations.

The day-to-day users span a wider range, including Analysts (11%) and Associates (9%) who handle the tactical work. These practitioners use DealCloud for tracking deal flow, managing investor communications, coordinating due diligence, maintaining contact databases, and generating performance reports. I saw numerous references to users needing to be "super-users" or having "strong proficiency in CRM software, DealCloud is preferred," indicating hands-on data entry, pipeline management, and reporting are core daily activities.

The pain points reveal firms struggling with fragmented systems and data quality issues. One posting mentioned needing to ensure "clean, consistent sales and pipeline data" while another emphasized "consolidation and harmonization of CRMs" following acquisitions. Multiple roles require expertise in "data governance," "maintaining trusted, well-defined data," and "coordinate investor communications" efficiently. These firms want DealCloud to create a single source of truth for relationship intelligence, streamline fundraising workflows, and provide actionable insights across their investment lifecycle.

Source: Analysis of tech stacks from 375 companies that use DealCloud

I analyzed the tech stack patterns and found that DealCloud users are clearly private equity firms, venture capital investors, and investment banks. The combination of tools reveals organizations managing complex deal flows, portfolio companies, and investor relationships. These aren't typical SaaS companies. They're financial services firms that need specialized tools for tracking investments, managing LP relationships, and coordinating across deal teams.

The pairing with Addepar is particularly telling. Addepar handles wealth management and portfolio reporting, which means these companies need sophisticated ways to track investment performance and report to limited partners. When you add Affinity, another relationship intelligence platform popular with VCs, it becomes clear these firms are obsessively tracking their networks and deal sourcing channels. Juniper Square appearing so frequently confirms this pattern since it's specifically built for real estate and private equity firms to manage investor communications and capital calls. The presence of Seismic, a sales enablement platform, suggests these firms are actively pitching to potential investors or LPs, not just managing internal operations.

The full tech stack reveals relationship-driven organizations at growth or mature stages. They're not product-led at all. These companies operate through high-touch relationship management where tracking every interaction, connection, and deal milestone matters enormously. The widespread adoption of Zoom Business makes sense for firms that conduct due diligence calls, portfolio company board meetings, and investor updates remotely. They likely have established processes and significant budgets for enterprise software since these tools aren't cheap.

Source: Analysis of Linkedin bios of 375 companies that use DealCloud

I analyzed these companies and found that DealCloud serves firms that invest in, acquire, or advise on other companies. These are private equity firms, investment banks, family offices, asset managers, and advisory firms. They don't build products or sell services to consumers. Instead, they deploy capital, structure deals, manage portfolios, and provide financial advice to institutional clients. Many focus on specific sectors like healthcare, infrastructure, or technology, while others take a generalist approach across industries.

These are established, mature organizations. The average employee count skews toward 11-50 or 51-200, with some larger institutions in the hundreds or thousands. Most manage significant assets under management, ranging from hundreds of millions to billions of dollars. They have multiple offices, often spanning continents. They reference decades of experience, with founding dates frequently in the 1990s or 2000s. These are not startups experimenting with business models. They are sophisticated financial institutions with proven track records and substantial capital bases.