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Establishing a digital identity for a previously sales-led deal management software platform

Services Performed

Research, UX/UI Design, Web Development, Content Strategy, Ongoing Design + Development Support, Keyword Research, SEO Strategy

Years Active



B2B, SaaS


SaaS Website Design

The Client

DealCloud is a CRM, deal sourcing and fund management software platform designed to support financial services firms. Their product allows a private equity firm to centrally manage all firm activities, collaborate efficiently, and to build a firm-wide knowledge base that will survive Associate turnover. DealCloud was acquired by Intapp in 2018.

The Challenge

DealCloud is a fast growing organization that had previously grown using a sales-led strategy. At the time of connecting with us they were building out a marketing department and were preparing to invest in marketing for long term growth. They needed a website that would support their marketing team’s ongoing publishing needs and convert traffic that they would drive using SEO and PPC strategies.

The Solution

We completed a full website design and development project and digital brand extension for DealCloud, creating an optimized front and back end experience. We provided ongoing SEO content strategy to support their goals of establishing themselves in search.

UI/UX Design

DealCloud’s website features familiar blue tones, complimented by rule-breaking layouts and modern design accents. The design was created to communicate their sophistication as a technology platform while resonating with buyers at financial firms. The website images include a balance of high-rise buildings, collaborative environments, and product views.