DealCloud
6.0#19 in investor relationship management softwareAndroidiOSWebExtension
VisitDealCloud vs Relate Fundraising CRM
Relate Fundraising CRM
8.0#1 in investor relationship management softwareFrom $12 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | DealCloud | Relate Fundraising CRM |
|---|---|---|
| Collaboration | DealCloud can provision deal-specific SharePoint sites and Teams workspaces and synchronize workspace membership with deal changes. | Teams can create investor lists, comment, tag records and share context. |
| Headquarters | Palo Alto, California, United States | San Francisco, California, United States |
DealCloud plans
- DealCloud enterprise offeringPriced on request
Relate Fundraising CRM plans
- Team FreeFree
- Personal PlanFree
- Personal Pro (annual)$12 a month
- Personal Pro$15 a month
- Team Business (annual)$51 a month
- Team Business$60 a month
Pick DealCloud if…
DealCloud is aimed at private capital, investment banking, legal, and advisory firms. Its listed workflows and collaboration features may suit organizations managing deals, relationships, and engagements across teams.
Pick Relate Fundraising CRM if…
Relate suits founders tracking investors and deal progress during a capital raise, especially when they want to share context with a team. It can also serve teams managing sales, customer success, or partnerships.