Supercharge your private equity CRM with intelligent automation
Connect DealCloud to QX and transform manual CRM updates into automated workflows that enrich contacts, sync deal data, and generate reports.
Use cases
- Auto-enrich contact records with job changes, company funding events, and social profiles as relationships evolve
- Sync investment committee decisions and research findings directly into deal stages without manual entry
- Generate weekly pipeline reports by pulling DealCloud data into templated presentations automatically
- Update portfolio company dashboards with KPIs from external sources—financials, headcount, news—without copying data
Contact Enrichment
Automatically update contact records with latest job titles, company changes, and social profiles
Deal Tracking Automation
Sync research outputs, IC memos, and valuation models into deal records as your process progresses
Portfolio Monitoring
Push real-time portfolio company metrics into DealCloud from data providers and internal systems
Report Generation
Automatically create pipeline summaries, activity reports, and relationship maps from CRM data
About DealCloud
DealCloud is the leading CRM and deal management platform built specifically for private equity, venture capital, and investment banking. It's designed to manage complex dealmaking processes, relationships, and portfolio tracking unique to institutional investors.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
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