Private market firms rely on accurate investor data and efficient workflows to succeed. But handling these tasks manually is time-consuming and prone to errors. That’s why Anduin has introduced a seamless integration with DealCloud, a top deal and relationship management platform.
This integration automates data flow between Anduin and DealCloud, eliminating the need for manual updates. Your team can work smarter with accurate, up-to-date information, boosting collaboration and reducing risks.
DealCloud is a leading platform designed to help private market firms manage their deal processes and relationships more effectively. It serves as a centralized hub for tracking deals, managing pipelines, and maintaining critical client and investor data. With DealCloud, firms can improve collaboration, streamline workflows, and make more informed decisions, all while reducing operational complexity.
Unlike Salesforce, which is a general CRM platform catering to a broad spectrum of industries, DealCloud is specifically designed as a CRM investor relations tool for private capital markets, such as private equity, private debt, and advisory firms.
Save Time with Automation
Manually updating CRM data takes time and effort. The Anduin-DealCloud integration automates this process, ensuring investor data updates happen in real-time. This frees up your team to focus on building relationships and closing deals.
Accurate Data, Always
Errors in investor records can lead to costly mistakes. With this integration, data captured in Anduin—like subscription details and preferences—automatically syncs to DealCloud, keeping everyone working with the latest and most reliable information.
Easy to Set Up
This integration doesn’t require a technical team. It’s a no-code solution designed to be simple and quick to implement, even for firms with limited IT resources.