Accelerate revenue growth with the relationship and deal management platform built for private capital

In private capital, success hinges on having the connected insights and expertise to source and close the most lucrative deals. Yet most CRMs are designed for companies selling tangible products — not knowledge and expertise.

Intapp DealCloud is different. Built by industry experts with private capital firms in mind, DealCloud is designed to support the way KKR works. So much more than a CRM, it centralizes firm and market intelligence — then delivers real-time insights so you can leverage your investment strategies, navigate complex networks, support deal workflows, and act on connected intelligence.

How DealCloud drives investor success at Goldman Sachs

Watch this fireside chat with Goldman Sachs to learn about the different ways technology is influencing investing processes and how DealCloud helps improve investor performance.

The DealCloud advantage

Enterprise-wide transparency

Gain visibility into firmwide deal activity, touchpoints, and deal stages with a proprietary data model that handles complex, multi-directional relationships with ease

Pre-built reports and dashboards

Access data-driven insights using dozens of customizable, pre-built reports and dashboards based on the best practices of 1,700+ financial services firms

Extensive data integrations

Analyze market intelligence from 12+ industry sources — including PitchBook, Preqin, FactSet, and Equilar — alongside your firm’s proprietary information

No-code configuration

Build and customize dashboards, reports, data fields, and workflows without any coding

Unified relationship intelligence

Prioritize outreach and strengthen connections with zero-entry data capture, relationship scores, real-time network updates, and AI-driven follow-up reminders

Anytime, anywhere access

Access DealCloud via your desktop or mobile device, and view key information from email and collaboration tools

Industry-specific roadmap

Benefit from a $113M+ R&D investment that’s exclusively focused on providing financial services firms with new and innovative ways to work faster and smarter

Dedicated training and support

Count on experienced financial services experts that are committed to your success through implementation and beyond

Leading firms trust Intapp DealCloud

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