Gain a competitive edge with Intapp DealCloud’s preconfigured, AI-powered, best-practice solutions for private capital. With advanced capabilities — including intelligence reporting, workflow automation, and zero-entry data capture — your teams can improve deal and relationship management, strengthen collaboration, unify data, and unlock actionable insights for better decision-making — all from one centralized hub.
DealCloud’s private equity blueprint offers built-in reporting capabilities, user workflows, automated data capture, and a strategic site structure — all industry-tailored based on years of use case experience.
Connected firm and market intelligence. AI-powered insights. Unified relationship data. Automated tools and workflows. And a tailored UX designed for the way you work.
Centralize deal origination activity, pipeline reporting, and workflows so teams can better collaborate across the deal lifecycle.
Capture and track relationship activity and gain insights to improve relationships with brokers, capital providers, and other third parties.
Easily screen investors and gain insights and data analysis on investor and fundraising activity.
Track pipeline, current investments, and fund allocations to improve your firm’s business strategy and reach investment goals.
Automate manual tasks and surface key insights in seconds so you can work more efficiently every day. Intapp Assist for DealCloud integrates AI technology and automation into your firm’s everyday workflows, delivering actionable insights and AI assistance straight to your professionals.
Deal sourcing is paramount to our investment strategy, and DealCloud provides the best solution for a data-driven and comprehensive approach to business development and management of our pipeline, relationships, and reporting.
Don’t let siloed data and manual processes slow your private capital firm down. Modernize deal and relationship management — fast — with Intapp DealCloud. Our accelerated deployment option means you’ll go live within just 2 to 3 weeks.
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Growing your firm requires effective management of your relationships, knowledge and intellectual capital. But traditional and legacy systems aren’t built to adapt to the current and complex needs of professionals. And using multiple systems often leads to problems like duplicated effort, inconsistent data, and frustrated users.
With DealCloud, your professionals can access one central hub that provides full visibility to every aspect of your dealmaking and pipeline. Which means your firm gets a single source of truth for your data, robust workflows built to capture the entire network of relationships involved in closing a deal, a hub for simplified collaboration, and AI-powered insights for better decision-making.
With Intapp DealCloud, your professionals can track a wide range of relationships and activities — including contact, deal, and process data — so your firm can easily access and apply its collective intelligence. Integrated workflows, valuable relationship intelligence, and configurable reports provide real-time insights so your teams can make better, faster decisions.
Your firm can configure its DealCloud instance to meet your specific requirements and processes. DealCloud’s workflows, reports, permissions, and data structures are flexible and easily configured to meet your teams’ evolving needs. You can connect the software with your firm’s existing systems, including HR, accounting, and more.
For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
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