Source more business
Uncover new opportunities before the competition with real-time network intelligence, market updates, and target company recommendations.
Get time back
Let automation work for you, and use AI to create personalized emails, deal summaries, and other content.
Fuel firm growth
Accelerate growth with centralized intelligence and insights that inform relationship management, business development, and deal execution.
AI for professionals at partner-led firms
Gain a first-mover advantage with an AI-powered platform built just for your industry.
One platform that does it all
Streamline your tech stack, modernize operations, and boost productivity and results.
Get more done faster with
Intapp Assist for DealCloud
Stay a step ahead with AI-powered relationship insights, summaries, and tailored content generation.
- Zero entry
- Minimize manual work and enrich firmwide knowledge with automatic data capture from DealCloud interactions and integrated third-party sources.
- Summarization
- Save time with automatically generated deal, company, contact, and meeting summaries.
- Generation
- Skip manual effort with AI that autofills form fields and drafts relevant, personalized email outreach.
- Recommendation
- Move fast with curated target company recommendations, real-time relationship intel, network insights, and industry news.
DealCloud delivers results
DealCloud has helped top professional and financial services firms drive growth for over two decades.
Extensive features to meet your every need
We’re always investing in R&D, and we’re continously enhancing DealCloud with features to meet your needs as your business and the market evolves. Explore a selection of DealCloud features:
Communication and outreach
Data management and automation
Productivity and insights
Integrations
User experience and security
What our clients are saying
"Using DealCloud has given our firm an extra edge, and allows us to move quickly and be competitive. "
"The discipline and rigor that DealCloud applies to our analytics keeps us on track with running the firm as a business. "
"Intapp DealCloud’s automatic calendar syncing and relationship reporting keep us actively on the minds of our contacts. [We] know who we need to speak to so we can move a deal along. "
"Not only does my team know everything happening on every single deal at the click of a button, but we also provide valuable visibility into our deal activity to our CEO and board. "
"Intapp has professionals from the industry that provide insight into product development and work with us directly. That makes a huge difference in how their products work. "
"Now that we’re fully functional on the platform, it’s impossible to imagine going back to Outlook and Excel. "
-
Real Assets
-
Intapp DealCloud
-
Legal
-
Intapp DealCloud
-
Private capital
-
Intapp DealCloud
-
Intapp DealCloud
-
Legal
-
Intapp DealCloud
-
Private capital
-
Intapp DealCloud
We take your security seriously
We protect your data and privacy by enforcing stringent, enterprise-grade security measures. Intapp is compliant with ISO 27001, SOC-2, and other industry standards.
Connect and learn
How Taylor Wessing drives revenue growth with Intapp DealCloud
-
Legal
-
Intapp DealCloud
How Haven Capital easily maintains strong relationships with Intapp DealCloud
-
Financial Services
-
Intapp DealCloud
How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud
-
Capital Markets
-
Financial Services
-
Private capital
-
Intapp DealCloud
How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution
-
Financial Services
-
Investment Banking
-
Intapp DealCloud
Introduction to Intapp DealCloud accelerated deployment
-
Financial Services
-
Intapp DealCloud
3 ways DealCloud supports Activator behaviors
-
Intapp DealCloud
Look to the future with Intapp DealCloud
-
Financial Services
-
Intapp DealCloud
Fireside Chat with the Carlyle Group and Orrick
-
Financial Services
-
Investment Banking
-
Intapp DealCloud
How Taylor Wessing drives revenue growth with Intapp DealCloud
-
Legal
-
Intapp DealCloud
How Haven Capital easily maintains strong relationships with Intapp DealCloud
-
Financial Services
-
Intapp DealCloud
How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud
-
Capital Markets
-
Financial Services
-
Private capital
-
Intapp DealCloud
How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution
-
Financial Services
-
Investment Banking
-
Intapp DealCloud
Introduction to Intapp DealCloud accelerated deployment
-
Financial Services
-
Intapp DealCloud
3 ways DealCloud supports Activator behaviors
-
Intapp DealCloud
Look to the future with Intapp DealCloud
-
Financial Services
-
Intapp DealCloud
Fireside Chat with the Carlyle Group and Orrick
-
Financial Services
-
Investment Banking
-
Intapp DealCloud