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DealCloud Platform from DealCloud
The DealCloud Platform provides tools for deal sourcing, pipeline management, and investor relations, integrating diverse data sources and enhancing collaboration through a centralized platform.
Product analysis by function
Investor Onboarding Solutions for Investor Relations
Digital platforms streamlining the subscription process, accreditation verification, and document management for new limited partners.
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User Interface & Experience
(8 Yes /8 Known /10 Possible features)
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Responsive design Platform adapts effectively across devices (desktop, tablet, smartphone) for optimal usability. |
DealCloud's cloud-based platform and UI is responsive and adapts for desktop, tablet, and smartphone. This is confirmed in product brochures and demos. | |
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Multi-language support Availability of interface and documentation in multiple languages to support global investors. |
No information available | |
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Whitelabeling/Branding options Ability to customize the platform’s look and feel with VC fund branding. |
DealCloud supports platform customization with the client's brand in dashboards, login, and some system email templates. | |
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Accessibility compliance Meets legal and usability standards for users with disabilities (e.g. WCAG compliance). |
No information available | |
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Personalized onboarding flow Onboarding stages adapt based on investor type, geography, and account attributes. |
DealCloud offers workflow and onboarding templating based on investor type, geography, and attributes. | |
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Progress tracking Clear progress indicators for users during the onboarding process. |
DealCloud onboarding modules include task and progress status tracking per user and team. | |
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Inline help and tooltips Context-sensitive explanations and guidance provided during each onboarding step. |
Customizable UI allows tooltips and inline help via configuration and guidance fields. | |
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Save and resume functionality Allows users to pause onboarding and continue later without loss of data. |
Save and resume supported—user progress is retained in onboarding flows. | |
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Customizable investor dashboards Investors can access their onboarding status, documents, and future actions from a personal dashboard. |
Each investor has a secure dashboard with onboarding status, documents, and to-do actions. | |
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Localization of currency and date formats Automatically displays country-appropriate currencies and dates. |
Localization is supported for currency and date formats based on investor/user profile region. |
Subscription Document Automation
(7 Yes /8 Known /10 Possible features)
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Digital document generation Auto-populates subscription forms and investor agreements for each user. |
DealCloud can generate forms and agreements with auto-fill based on investor and fund data. | |
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E-signature integration Supports electronic signatures for rapid, compliant execution of forms. |
Integrates with DocuSign and Adobe Sign for e-signature collection. | |
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Version control Maintains and tracks document revisions to ensure latest versions are used. |
Maintains version tracking for subscription and document packages, viewable by admins. | |
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Bulk document upload Investors and managers can upload multiple documents at once. |
Drag-and-drop multi-file uploads supported for document center and onboarding document collections. | |
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Template library Library of form and agreement templates tailored for VC use cases. |
Not as far as we are aware.* Platform allows firm to upload their templates, but does not provide VC-specific form template library out of the box. | |
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Automated form validation Checks for completeness and correctness before allowing submission. |
Form submissions are automatically validated for completeness before advancing workflow. | |
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Watermarking and tamper-proofing Applies security markings to prevent document fraud. |
No information available | |
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Audit trail for document actions Records every action (view, sign, download) on each document for compliance. |
Document interactions are auditable (view, download, sign) per compliance requirements. | |
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Downloadable completed documentation Allows users to retrieve copies of all signed and completed documents. |
All signed documents can be downloaded by users and fund administrators. | |
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Automated reminders for unsigned documents System sends notifications to prompt investors or signatories to complete the process. |
No information available |
Accreditation & Compliance Verification
(8 Yes /8 Known /10 Possible features)
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Automated KYC/AML checks Performs identity and risk screening per jurisdictional standards. |
Automated ID, sanctions, and KYC/AML integration with partners (e.g. Alloy, ComplyAdvantage). | |
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Investor accreditation workflow Guided process to collect evidence of accredited investor status. |
Platform includes guided/automated investor accreditation flows. | |
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Global sanctions watchlist screening Checks investor data against international sanctions and PEP lists. |
Global AML/PEP/sanctions screening is offered via partner integrations. | |
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Real-time ID document validation Automatic scanning and validation of passports, IDs, or drivers’ licenses. |
Real-time scanning/validation of passports and government IDs is supported. | |
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Fatca/CRS compliance Built-in tax residency and reporting form collection/processing. |
Fatca/CRS forms collected and workflow-enabled for global fund clients. | |
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Custom compliance logic Ability to configure jurisdiction or investor-type specific requirements. |
DealCloud workflow engine enables configurable compliance logic based on investor or region. | |
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Third-party verification provider integration Connects to major verification APIs or service providers. |
Multiple third-party identity, AML/KYC, and e-signature APIs are supported. | |
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Audit logs for compliance actions Complete records for every compliance check or approval performed. |
Compliance and onboarding approval actions are fully audited in system logs. | |
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Ongoing screening/monitoring Rescreens investor status periodically or on trigger events. |
No information available | |
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Integrated adverse media monitoring Checks for negative news related to investors in real-time. |
No information available |
Workflow & Process Orchestration
(10 Yes /10 Known /10 Possible features)
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Role-based access control Differentiates permissions for LPs, fund managers, legal, and admins. |
Fine-grained, role-based permissions for investors, managers, legal/compliance, and admins configurable. | |
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Task assignment and tracking Assigns, escalates, and tracks onboarding tasks to relevant team members. |
Task routing and assignments are built into DealCloud's workflow engine. | |
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Automated workflow routing Automatically directs documents or actions to next responsible party. |
Workflow designer supports automated routing to next step or team. | |
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Custom workflow designer Allows administrators to create or adjust onboarding processes. |
No-code workflow builder allows onboarding flow adjustment for admins. | |
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SLAs and reminders for tasks Automated notification and escalation per workflow deadlines. |
Deadlines, reminders, and escalation configurable per workflow task. | |
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Milestone/event tracking Records major onboarding milestones for transparency. |
Milestones/events for onboarding are recorded and reportable. | |
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Reviewer/approval queues Dedicated panels for legal and compliance staff to review submissions. |
Approval/reviewer queues available for compliance/legal submissions. | |
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Activity logging Tracks all workflow-related events for later audit. |
Activity logging of onboarding and investor-related workflow provided system-wide. | |
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Automated communications on status changes Trigger email, SMS, or in-app notices based on workflow progress. |
Automated notices (email and in-app) configured for workflow status changes. | |
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Parallel/conditional processing Supports branches in the process for different investor needs. |
Workflow supports conditional routing and branches for onboarding flows. |
Integration & API Connectivity
(9 Yes /10 Known /10 Possible features)
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RESTful API availability Comprehensive APIs for external system integration. |
Comprehensive RESTful APIs publicly documented and available for system access. | |
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CRM integration Ready connectors for popular CRM tools (Salesforce, Hubspot, etc). |
Supports direct integration with Salesforce, Hubspot, and other CRM tools. | |
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Document storage/Vault integration Automated filing with third-party vaults or DMS (e.g. Dropbox, Box, SharePoint). |
Integrates with third-party document storage/vaults (e.g. SharePoint, Box, etc.). | |
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Single Sign-On (SSO) Supports SAML, OAuth, and other SSO protocols. |
Single sign-on via SAML and OAuth supported as per IT documentation. | |
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Payment gateway connection Initiate capital calls or subscription payments via embedded payment processors. |
Not as far as we are aware.* No embedded payment processing for subscription/capital call payments. | |
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Webhook/Event triggers Notifies external systems of onboarding events in real time. |
Webhooks supported for event notifications to external systems. | |
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Third-party KYC/AML provider support Pluggable interfaces to leading verification and compliance service providers. |
Integration options for leading KYC/AML and verification service providers. | |
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Data import/export tools Enables easy transfer of investor data in/out of the platform. |
Bulk import/export tools for investor and deal data available via UI and API. | |
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Custom API extensions Ability for developers to extend platform functionality via APIs. |
API can be extended for custom business logic and integrations. | |
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Integration with e-signature providers Pre-built connectors for DocuSign, Adobe Sign, etc. |
Pre-built integrations available for DocuSign and Adobe Sign. |
Security & Data Protection
(9 Yes /9 Known /10 Possible features)
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End-to-end encryption Data is encrypted both at rest and in transit. |
Data is encrypted at rest and in transit per security documentation. | |
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Two-Factor Authentication (2FA) Supports 2FA/MFA for all users. |
DealCloud supports 2FA authentication for users. | |
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Granular permission controls Manages data access at the user/group/document level. |
Configurable permissions at user, group, and document levels. | |
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Data residency/configurable hosting Option to select data storage jurisdictions for regulatory reasons. |
Enterprise clients can choose (where offered) data storage region for compliance. | |
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Regular penetration testing Platform is subjected to industry-standard security testing at defined intervals. |
Annual penetration tests performed, with results provided to clients upon request. | |
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SOC2/ISO 27001 compliance Meets globally recognized security standards. |
DealCloud is SOC2 certified and undergoes regular audits. | |
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Comprehensive audit trail Immutable logs of all user and admin actions. |
Immutable audit trail is maintained for all actions. | |
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Data backup and recovery procedures Routine secure backups and proven disaster recovery protocols. |
Data backup and disaster recovery protocols in place (documented for enterprise clients). | |
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User session timeout management Automatic logout after defined inactivity period. |
Session timeouts are configurable by the client. | |
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Integrated DLP (Data Loss Prevention) Protection against unauthorized export or leakage of sensitive information. |
No information available |
Investor Communication & Notifications
(7 Yes /8 Known /10 Possible features)
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Automated email updates Sends onboarding status and next-step notifications to investors. |
Automated email and in-app notifications sent for onboarding progress and next steps. | |
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In-app messaging Secure, real-time chat or messaging with fund management and support. |
DealCloud provides secure internal message threads (not real-time chat), but not typical live chat. | |
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SMS notifications Sends critical reminders or alerts via text message. |
No information available | |
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Bulk communication tools Capable of updating multiple investors about onboarding phase updates simultaneously. |
Bulk announcements and messages can be sent to investor segments. | |
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Customizable templates Editable templates ensure communications reflect fund tone and branding. |
Fund can customize email templates for investor communication. | |
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Read receipt tracking Monitors when investors open or engage with communications. |
Not as far as we are aware.* DealCloud does not natively track recipient read receipts in the communication module. | |
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Event-based notification triggers Configure alerts for specific onboarding milestones or document completions. |
Notification system can trigger based on specific onboarding or document events. | |
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Secure document delivery Enables private, trackable sharing of sensitive documents via portal. |
Documents are shared via secure, access-controlled portals. | |
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Multichannel preference management Investors can choose preferred notification methods. |
No information available | |
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Message archiving Permanent, searchable records of all investor communications. |
All messages are archived and discoverable in the system. |
Analytics & Reporting
(6 Yes /6 Known /10 Possible features)
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Real-time onboarding funnel metrics Tracks progress and drop-off at every stage of onboarding. |
Dashboards report onboarding funnel progress and drop-off, configurable by admin. | |
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Time-to-onboard reporting Average or specific time required for investors to complete onboarding. |
No information available | |
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Compliance exception rates Percent or number of cases requiring compliance intervention. |
No information available | |
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Accreditation verification rates Percentage of successful accreditation verifications per cycle. |
No information available | |
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Downloadable/composable reports Ability to create and export tailored reports for internal/external stakeholders. |
Reports can be tailored and downloaded by users and admins. | |
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Document completion rates Tracks proportion of fully completed subscription packages. |
No information available | |
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Custom KPI dashboard Configurable dashboard to track metrics most important to the fund. |
Custom KPI dashboards can be built and configured by users with permissions. | |
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Workflow bottleneck identification Automatically flags stages where investors get stuck. |
Obstacles in onboarding workflow are flagged in dashboard analytics. | |
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Historical audit reporting Exports all activity, changes, and outcomes for regulatory/audit purposes. |
Historical reporting is available for audit and compliance needs. | |
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Investor segmentation analytics Analyze onboarding by segmentation (region, type, etc). |
Onboarding flow can be analyzed by investor segment (region, type, etc). |
Scalability & Performance
(6 Yes /6 Known /10 Possible features)
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Concurrent onboarding capacity Number of investors who can be onboarded simultaneously. |
No information available | |
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Document storage capacity Total storage available for uploaded and generated documents. |
No information available | |
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Peak transaction throughput Maximum rate of completed onboarding tasks/actions. |
No information available | |
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Horizontal scaling support Platform can scale across servers and resources as usage grows. |
Platform is built for enterprise horizontal scalability (multi-tenancy, cloud deployment). | |
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Autoscaling cloud infrastructure Adjusts cloud resources dynamically to match system load. |
Platform supports resource autoscaling in the cloud. | |
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High-availability (HA) architecture Redundancy and failover ensure consistently available services. |
High-availability architecture with redundancy and failover is a core part of the service. | |
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Performance monitoring dashboard Real-time tools for administrators to monitor system speed and uptime. |
Performance and uptime dashboards are available to system admins. | |
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API request rate limits Defined max calls to ensure stability with large integrations. |
No information available | |
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99.9%+ service uptime SLA Guaranteed service availability to investors and staff. |
Service uptime SLA is 99.9%+ as stated in enterprise contracts. | |
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Batch processing for large imports Efficiently handles bulk onboarding/upload actions. |
Batch processing supported in onboarding, uploads, and bulk actions. |
Customization & Configurability
(9 Yes /9 Known /10 Possible features)
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Configurable onboarding questionnaires Change investor intake questions and steps without coding. |
Onboarding questionnaires and flows can be reconfigured without developer intervention. | |
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Custom document templates Add/edit subscription and compliance form templates. |
Document templates can be fully customized and managed by admins. | |
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Dynamic workflow rules engine Automate actions/paths based on investor input or document status. |
Workflow can be configured to respond dynamically to changes in investor status or document progress. | |
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White-labeling Full control over platform branding, colors, logos, and domain names. |
Branding and white-label control over platform interface provided. | |
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Custom compliance checks Define fund-specific or jurisdictional compliance rules. |
Compliance rules can be defined and customized in the onboarding setup. | |
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Personalized investor invitations Customized email/SMS invites and onboarding links. |
Teams can send personalized onboarding invitations by name, firm, and group. | |
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Field-level conditional logic Show/hide form items based on previous inputs. |
Conditional logic available for user response-driven field display/hide in forms. | |
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Configurable reminder intervals Control timing and frequency of system notification/reminders. |
No information available | |
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Role-based content access Show/hide disclosures, documents, or fields according to investor type. |
Permissions enable showing/hiding documents and fields by investor role. | |
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API extensibility Develop custom integrations to external tools/services. |
Custom integrations and API extensibility available to clients and partners. |
Support & Service
(8 Yes /8 Known /10 Possible features)
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24/7 support availability Round-the-clock access to technical and onboarding help. |
Global support available 24/7 for enterprise clients. | |
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Dedicated onboarding manager Assigned human support for large or complex LPs. |
Dedicated onboarding managers are provided to large, complex clients. | |
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Knowledge base & FAQs Extensive online resources for common questions and troubleshooting. |
Extensive documentation and searchable FAQs are available online. | |
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Multi-channel support (chat, phone, email) Multiple ways to get live support as needed. |
Support provided via phone, email, and online chat. | |
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User training resources Webinars, guides, and videos for investors and fund teams. |
User training resources, webinars, and videos are included. | |
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System status page Public site reporting platform uptime/incidents in real time. |
Public service status page reports live platform uptime and incidents at https://status.dealcloud.com/. | |
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Ticketing and case management Track, escalate, and report support requests within the portal. |
Ticketing and case management is available in the client portal. | |
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In-app support widget Access support resources or staff directly within the onboarding flow. |
No information available | |
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SLA backed support response times Guaranteed maximum wait times for support responses. |
No information available | |
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Onboarding performance reviews Scheduled meetings to optimize processes and address issues. |
Onboarding performance review meetings are scheduled with major clients. |
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