Migration from DealCloud to Prism

Plan a migration from DealCloud to Prism for CRM, deal flow, portfolio oversight, reporting, investor workflows and governed document controls.

Migration plan

Move the workflows, not just the records

Teams usually consider this move when deal and relationship management need to connect more directly with portfolio monitoring, reporting, approvals and investor workflows. A successful migration should preserve trusted data, simplify ownership and make daily workflows easier to run.

DealCloud migration checklist

  • Inventory the data model
    Map companies, contacts, funds, investors, deals, documents, activities, reports and custom fields before any import work begins.
  • Separate clean data from process debt
    Do not rebuild every historic workaround. Decide which fields, reports and approvals are still useful in the target operating model.
  • Move in workflow stages
    Prioritise the workflows that unlock adoption first: CRM, deal flow, portfolio records, investor reporting, document control and approvals.
  • Validate with real users
    Use representative records and reporting outputs so front-office, operations, finance and IR users can confirm the migration supports their daily work.

Use the Prism demo as a migration dry run

Review how Prism handles CRM, deal flow, portfolio monitoring, investor reporting, documents, approvals and audit evidence before planning a full migration.

DealCloud migration FAQ

  • How long does a DealCloud migration usually take?
    The timeline depends on data quality, custom fields, document volume and workflow scope. A practical first phase should prioritise CRM, deal flow, reporting handoffs and the records users need every week.
  • What should be cleaned before moving from DealCloud?
    Review duplicate contacts, stale companies, unused fields, old pipeline stages, activity history and document links before migration so Prism starts with a cleaner operating model.
  • Can Prism replace DealCloud for deal flow and CRM?
    Prism can be evaluated as a DealCloud alternative when the team wants CRM and deal flow connected to portfolio oversight, investor reporting, approvals, documents and governance workflows.