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Deal Platforms

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Definition

Deal Management Platforms enable financial professionals to track sourcing, origination and deal management at scale. 

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Products

Convergence E-Commerce Platform
By Convergence Inc.
Convergence E-Commerce Platform creates insights to help advisors, service providers and institutional investors. Includes an asset management contact directory.
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DealCloud
By DealCloud
The DealCloud platform is designed specifically for deal professionals to seamlessly execute their fundraising, sourcing and deal management strategies on a single, best of breed, platform.
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Fundraising and Marketing Software
By Dynamo Software
As a fundraising software platform, Dynamo ensures that you retain access to your firm’s full history of communications, while providing the tools to maximize your marketing outreach, establish your brand, and maintain your reputation. Dynamo Softwar...
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CabinetM helps modern marketing and sales teams manage the technology they have and find the tools they need. The CabinetM marketing technology management platform enables full lifecycle support around technology discovery, qualification, implementation, and management. Marketing teams using CabinetM gain critical visibility and leverage to save time, money, drive revenue, and manage digital transformation. The company has built the industry’s most comprehensive database of over 16,000 marketing tools across 500+ categories, and currently has the largest set of marketing stack data as a result of hundreds of marketing stacks that have been built and are being managed on the platform.

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