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.

95%
of manual data entry
related to relationship management eliminated 
at Haven Capital
28
replaced systems
or processes by DealCloud at Hamilton Lane
50%
reduction in time
spent on daily activities at Denning & Company
8+
hours saved per week
on transaction bidder list preparation at FMI Capital Advisors. 

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

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