Modernize and accelerate dealmaking with Intapp DealCloud
Unified firm and market intelligence — powered by AI, designed by industry experts
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Speak with an industry expert
Explore solutions to your deal and relationship management challenges with one of our industry experts.
Grow your practice with a modern solution tailored for corporate finance
Tracking and managing complex deals and relationships is challenging — especially if you’re using spreadsheets or a generic CRM.
DealCloud is built to help you understand and navigate these complexities. Developed by industry experts, DealCloud unifies your firm and market data — then uses AI, insights, and automation to simplify deal and relationship management for your team.
Trusted by 2,600+ firms worldwide, DealCloud delivers the real-time intelligence you need to execute business faster and smarter than ever before.
Advanced relationship management
Nurture connections with zero-entry data capture, relationship scores, and real-time network intelligence.
Integrated market intelligence
Identify new opportunities and drive business ideas by analyzing integrated third-party market data alongside proprietary knowledge.
Centralized pipeline management
Accurately forecast incoming fees and resource requirements by tracking all engagements and pipeline activity in a centralized location.
Trusted by top industry professionals
Grow your practice faster with end-to-end deal management
Source more business
Uncover lucrative deals before the competition with actionable insights, market updates, and AI-powered tools based on industry best practices.
Fast-track deal execution
Close business faster with AI-driven buyer recommendations and a modern, centralized deal management process including automated workflows.
Improve deal marketing
Increase outreach response rates with integrated marketing tools including personalized, AI-generated emails.
DealCloud delivers results
DealCloud has helped top 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.
One platform that does it all
Modernize operations, boost productivity, and accelerate growth
What our clients are saying
"DealCloud has transformed the way we run our business — it has become the core part of everything we do. "
Head of Deal Advisory at Gerald Edelman
"DealCloud has become an integral part of our business. … the platform and its team have continually and consistently adapted to our needs, rising to meet all challenges we presented them with. "
President and Co-founder at Cassel Salpeter & Co.
"Using DealCloud has given our firm an extra edge, and allows us to move quickly and be competitive. "
Head of Business Development at Balfour Pacific
"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. "
Vice President at Haven Capital
"Now that we’re fully functional on the platform, it’s impossible to imagine going back to Outlook and Excel. "
Managing Director, Head of Technology Solutions at Hamilton Lane
DealCloud has transformed the way we run our business — it has become the core part of everything we do.
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Accounting
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Intapp DealCloud
DealCloud has become an integral part of our business. … the platform and its team have continually and consistently adapted to our needs, rising to meet all challenges we presented them with.
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Investment Banking
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Intapp DealCloud
Using DealCloud has given our firm an extra edge, and allows us to move quickly and be competitive.
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Real Assets
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Intapp DealCloud
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.
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Private capital
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Intapp DealCloud
Now that we’re fully functional on the platform, it’s impossible to imagine going back to Outlook and Excel.
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Private capital
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Intapp DealCloud
Speak with an expert
Related resources
Case study
How Gerald Edelman’s entire team transforms daily activity using Intapp DealCloud
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Accounting
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Consulting
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Intapp DealCloud
Case study
How Haven Capital easily maintains strong relationships with Intapp DealCloud
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Financial Services
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Case study
How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution
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Video
Introduction to Intapp DealCloud accelerated deployment
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Financial Services
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Intapp DealCloud
Blog Post
3 ways DealCloud supports Activator behaviors
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Intapp DealCloud
Case study
How Gerald Edelman’s entire team transforms daily activity using Intapp DealCloud
Gerald Edelman has established itself as one of the leading mid-tier firms in the UK for business advisory & professional services.
Learn more
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Accounting
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Consulting
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Intapp DealCloud
Case study
How Haven Capital easily maintains strong relationships with Intapp DealCloud
When Haven Capital realized spreadsheets were no longer effective for managing client information, it turned to Intapp DealCloud.
Learn more
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Financial Services
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Intapp DealCloud
Case study
How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution
Find out how Raymond James improved pipeline and relationship management with DealCloud.
Learn more
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Financial Services
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Investment Banking
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Intapp DealCloud
Video
Introduction to Intapp DealCloud accelerated deployment
Amanda Workman, Intapp DealCloud Industry Cloud Architect, provides an overview of the accelerated deployment package, best practices, and tips for getting started.
Learn more
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Financial Services
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Intapp DealCloud
Blog Post
3 ways DealCloud supports Activator behaviors
In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities.
Learn more
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Intapp DealCloud