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 creates insights to help advisors, service providers and institutional investors. Includes an asset management contact directory.
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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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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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