Project information

  • Project type: CRM-Integrated Financial Reporting Platform
  • Industry: Financial Services / Private Equity
  • Technologies: ASP.NET, C#, DealCloud API, SOAP Web Services, Microsoft Office Automation, HTML5, CSS3, JavaScript, jQuery
  • Current state: Production system with ongoing enhancements
  • Result: The platform enables investment professionals to generate complex financial and operational reports directly from CRM data, producing structured Excel, Word, and PDF reports used across the organization.

DealCloud Reporting

Financial Reporting Platform Integrated with DealCloud
Private Equity | CRM Integration | Financial Reporting

DealCloud Reporting is a custom reporting platform developed for The Riverside Company. The system enables investment professionals to generate structured reports based on data stored in the firm's CRM platform, DealCloud.

The system complements other internal platforms used by Riverside for portfolio management and analytics.

The application provides flexible reporting capabilities tailored to the analytical and operational needs of the firm's deal teams and internal stakeholders.

Overview

The platform retrieves financial and operational data directly from DealCloud using its API. Unlike traditional reporting systems that maintain their own data storage, DealCloud Reporting operates as a real-time reporting layer that retrieves data on demand from the CRM system.

This architecture ensures that reports always reflect the most current information available in the underlying CRM platform.

Reporting Capabilities

The system supports a wide range of financial and operational reports used across the organization.

Reports can be generated in multiple formats including:

  • Microsoft Excel
  • Microsoft Word
  • PDF documents

Many reports include multiple worksheets, structured tables, charts, and carefully formatted layouts designed to meet internal reporting standards.

Data Integration

The platform communicates directly with DealCloud using the DealCloud API.

Most operations involve retrieving CRM data for reporting purposes. In some cases, the system also creates temporary records within DealCloud before generating specific reports, enabling the application to support specialized reporting workflows.

This bidirectional communication ensures seamless integration between reporting processes and the CRM data model.

Technical Challenges

Developing the platform required solving several technical challenges, including:

  • integrating the system with the firm’s corporate single sign-on infrastructure using Okta
  • transforming CRM data into structured reporting hierarchies
  • generating precisely formatted reports in Excel and Word
  • supporting complex reporting logic across multiple output formats

These capabilities enable users to produce professional reports suitable for internal analysis and external distribution.

Technology

The platform is built using Microsoft technologies including:

  • ASP.NET
  • C#
  • Microsoft Office automation for Excel and Word

The user interface uses standard web technologies including HTML5, CSS3, JavaScript, jQuery, and AJAX.

Communication with the DealCloud API is performed through SOAP-based web services.