![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

6/10/2026

"Business Development deal sourcing"

4/5

What do you like best about DealCloud?

The interface is clean, clearly designed for Private Equity and has a good number of tools that I don’t implement but could see myself using as my career continues and my firm continues to grow. There’s very little not already in the system. I also really like the reporting and data tools to visualize data as we input new deals. Review collected by and hosted on G2.com.

What do you dislike about DealCloud?

The service has historically been slow. A lot of turnover on the reps side, never know who I need to reach out to. Sometimes there are hiccups with reporting specifically around calendar invite meetings not syncing with my Outlook. Review collected by and hosted on G2.com.

What problems is DealCloud solving and how is that benefiting you?

A clear and easy to read interface/dashboard. A central location for all team members to to input data. I am more informed on my and my teams success and pacing which allows me to make better decisions in my day to day tasks. Review collected by and hosted on G2.com.

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Response from David Byrne of DealCloud

[Editedit](https://www.g2.com/survey_responses/dealcloud-review-12945510/official_response/edit)

It’s great to hear you’re finding value in DealCloud, that its improving visibility to your team's activity and enabling you to make more informed business decisions. . Thanks for sharing your experience as it helps others see how DealCloud can impact their business. We’re sorry to hear that your experience with our service team has not met your expectations. Our team takes this seriously and would love the chance to address it directly. Please reach out to michael.sferratore@intapp.com so we can address this with you.

Current UserValidated ReviewerIncentivizedSource: Seller invite

See what 41 reviewers think of DealCloud

4.2 out of 5 · Verified reviews from real users

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