Arbolus Intelligence

DealCloud

dealcloud.com · Charlotte Harbor, United States of America

DealCloud provides a cloud-based deal and relationship management platform for private equity, investment banking, and other capital markets firms, helping them track pipelines, manage relationships, and centralize market intelligence. The software replaces spreadsheets and legacy CRM tools with purpose-built workflows, reporting, and analytics tailored to deal professionals. DealCloud generates revenue through subscription licensing and related implementation and support services.

  • Sales CRM
  • Business Intelligence & Dashboards
  • IT Consulting & Implementation
Listed in
Revenue
$90.0M
Employees
550
Founded
2010
Headquarters
Charlotte Harbor, United States of America

What 17 Arbolus experts think of DealCloud

NPS responses average in the 7–9 range, with most experts citing functional adequacy and vertical fit for PE/IB. Renewal intent is confirmed ("Yes") for approximately 40%, with another 30% not sure, indicating moderate stickiness. Most customers are in the MoreThan1Year implementation stage, suggesting established usage, with several pilots ongoing. Feedback highlights strong workflow alignment, but also a need for continued improvement in features, integrations, and price/value ratio. Overall Customer Sentiment: Positive

Who reviewed DealCloud

Total customers 17 16 current · 1 former
Reviews growth +14 in six months
Seniority of respondents
  • C-Suite 62% (11)
  • Director 31% (5)
  • Manager 8% (1)
Executive C-Suite NPS 7 Submitted Apr 2026
Finance Leader C-Suite NPS 7 Undecided Submitted Jun 2026
Generalist Partner Director NPS 7 Will renew Submitted Jul 2026

Employer names and spend open in the full report, along with the other 14 customers.

Everything 17 customers told us about DealCloud.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

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Sentiment

18 Net Promoter Score, from 16 scored reviews
  • Promoters 4
  • Passives 11
  • Detractors 1

Cumulative NPS by month

+0 over 6 months
  • Mar 8
  • Apr 8
  • May 8
  • Jun 8
  • Jul 8
  • Sep 8

Net Promoter Score across 4 reviews, accumulated up to each month. Category median 30 across 4 companies.

Praised

  • Deal Workflow Management
  • CRM Depth and Client Relationship Focus
  • Vertical Customization for PE and IB
  • Integration Enhancement

Criticised

  • Switching Cost and Value Perception
  • Generic AI Displacement
  • Competitive Price Pressure
  • AI and Data Utility

What customers say

Deal Workflow Management
“The key value for us is having the full workflow managed from origination through closing, which lets us track deal progress in a quantifiable way.”
CRM Depth and Client Relationship Focus
“DealCloud offered a concentrated focus on CRM, helping us centralize and manage relationship data better than solutions more centered on financial data.”
Vertical Customization for PE and IB
“I would recommend DealCloud to smaller private equity firms as it's a cost-effective solution, specifically customized for the M&A market and workflows.”

Renewal intent

Plan to renew 63%
  • Will renew 5
  • Undecided 3
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 0% 1 answer
  • Director 50% 4 answers
  • Manager 100% 1 answer
  • Not specified 100% 2 answers
  • 8.2/10 Average score from customers who will renew
  • 8/10 Average score from undecided customers

Top alternatives

Most weighed by DealCloud customers

Report

Customer Report - Sep 2026 Sep 2026 17 + 0

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