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What is InvestGlass?

Elevate your business development by prioritizing your client relationships. Stay ahead of the competition with a dynamic Swiss cloud platform built for flexibility and responsiveness. InvestGlass, originally crafted for the banking industry, rigorously follows TLS and OWASP security standards to ensure a secure user experience. Our open API facilitates seamless integration for developers, utilizing a cloud-native architecture that permits universal deployment across various cloud service providers. By embracing agile practices, InvestGlass consistently introduces new features, adapting to your evolving needs. Our dedicated support team offers personalized assistance in multiple languages, including French, English, Spanish, and German, ensuring effective communication. Furthermore, we provide a wealth of self-directed learning resources that allow you to develop new skills from anywhere. Our intuitive tools make it easier than ever to create online forms, empowering users to access functionalities directly through their web browsers. Whether you represent a small startup or a large corporation, InvestGlass is meticulously designed to accompany you on your growth journey in an ever-evolving digital world, ensuring that you stay relevant and competitive. In this fast-paced environment, our commitment to innovation and user satisfaction remains unwavering.

What is Intapp DealCloud?

Discover, secure, and capitalize on new business prospects through an integrated system designed for deal and relationship management. Leverage and unify the collective intelligence within your organization with a specialized platform that focuses on enhancing these aspects. Intapp DealCloud transcends traditional CRM capabilities by serving as a dependable single source of truth that supports teams in building stronger relationships, accurately tracking and forecasting their sales pipelines, and accelerating their execution processes. With AI-driven features and a targeted approach, DealCloud promotes enhanced performance, fostering significant growth. Nurture and sustain your networking connections to identify high-quality opportunities while developing a solid pipeline informed by cohesive insights from both your firm and the broader market landscape. Optimize your team's productivity and alleviate frustrations through automated workflows and intelligent solutions powered by AI. Provide your team with the necessary tools to effectively execute strategies and secure more business swiftly. By utilizing Intapp DealCloud, you empower your organization's growth and unlock its full potential, creating an environment that not only boosts operational efficiency but also encourages a culture of collaboration and innovative thinking throughout the firm. This comprehensive approach ultimately lays the groundwork for sustained success and adaptability in a dynamic business environment.

Media

Media

Integrations Supported

Integrations Supported

ArcGIS
BoardEdge
BoardEx
Bureau van Dijk Review
Caddi
Cherre
D&B Connect
FactSet
Grata
Microsoft 365
Microsoft Edge
Microsoft Excel
Microsoft Outlook
Microsoft Word
PitchBook
Preqin
Raylu
S&P Capital IQ Desktop
SourceScrub
Workers by Delos

API Availability

Has API

API Availability

Pricing Information

$52.46 per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

InvestGlass

Company Location

Switzerland

Company Website

www.investglass.com

Company Facts

Organization Name

Intapp

Date Founded

2000

Company Location

United States

Company Website

www.intapp.com/dealcloud/

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

Financial CRM

Lead Management
Territory Management

Investment Management

Data Import / Export

Categories and Features

CRM

Not specified

Deal Sourcing

Not specified

Financial CRM

Not specified

Investment Banking

Not specified

Investment Management

Not specified

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