Job Description



We are pursuing an opportunity with a PE firm that leverages DealCloud as their CRM for fundraising. As part of this effort, we would like to propose to provide an assessment of their DealCloud deployment to ensure it is configured in an optimal manner.



Key Responsibilities:

• Conduct an end-to-end assessment of the client's current DealCloud configuration.


• Evaluate data model structure, workflow design, reporting capabilities, and user interface alignment with fundraising and investor relations workflows.


• Identify inefficiencies, gaps, or underutilized features within the existing setup.


• Recommend best practices tailored to private equity fundraising needs.


• Create and present a detailed findings and recommendations report to client stakeholders.


• Provide...