Staying competitive means embracing innovation. With Intapp DealCloud, your professionals get the connected intelligence and AI-powered tools they need — making it faster and easier to build and nurture the right relationships and fundraise, originate deals, and scale business.
Turn data into deals
with the
AI-driven platform built for you
AI-driven platform built for you
A purpose-built solution for private credit
Nurture relationships
Strengthen your network, source more deals, and take a proactive approach to business development with valuable relationship intelligence.
Accelerate deal flow
Evaluate prospective investments and make informed decisions via comprehensive views of every deal moving through the pipeline.
Tame data overload
Simplify deal and relationship management through automated processes and data handling.
Centralize information
Get a single source of truth, including integrated third-party data, so your dealmakers can work more effectively.
Get a competitive edge
Leverage the power of secure AI to create new efficiencies and unlock new insights.
AI, insights, and automation — built just for private credit investors
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.
Schedule a demo of
Intapp DealCloud
Intelligence-driven software for private credit firms
The annual Private Equity Wire U.S. Credit Awards recognize excellence in fund performance and service provider excellence across credit funds.
Empower your teams with tailored software
Learn how we help firms unlock hidden opportunities by integrating deep institutional knowledge with third-party data. Source new business opportunities, generate higher returns for investors, and efficiently source and close credit investments with DealCloud.
Tailor DealCloud for the way your firm works
With DealCloud’s low-code, user-friendly interface, you can design, customize, and optimize your user experience — without any technical expertise.
Customize your experience
With DealCloud’s low-code, user-friendly interface, you can design, customize, and optimize your user experience — without any technical expertise.
Improve firm scalability
Make quick modifications to help your users better adapt to changing business processes and requirements.
Maximize product time-to-value
Quickly prototype and implement changes for rapid deployment of new features and updates.
Save time with zero-entry technology
Minimize the burden of data entry so your dealmakers can focus on what they do best: sourcing and closing deals.
What our clients are saying about DealCloud
"DealCloud’s understanding of the deal process and CRM needs of investment teams is unique. Park Square has deep relationships across the market and the ease of day-to-day use and out-of-the-box reporting has significantly improved the way we manage these relationships. "
Chief Operating Officer at
"By giving us a centralized view of our relationships and highlighting opportunities, DealCloud allows us to continue our history of successfully partnering with portfolio companies & investors through all market cycles. "
at MGG Investment Group
"DealCloud’s flexible and easy interface provides transparency on our origination activities and deal pipeline, helping streamline and further enhance our internal reporting as well as our commitment to client service from the very start of the process. "
at Siena Lending Group
"Our industry research generated strong recommendations for DealCloud in the private equity and direct lending marketplace prior to starting the evaluation process. During the selection process and through implementation, we’ve seen how DealCloud will revolutionize the way we track our relationships and processes to give more time back to the team. "
at Saratoga Investment Advisors, LLC
DealCloud’s understanding of the deal process and CRM needs of investment teams is unique. Park Square has deep relationships across the market and the ease of day-to-day use and out-of-the-box reporting has significantly improved the way we manage these relationships.
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Private capital
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Intapp DealCloud
By giving us a centralized view of our relationships and highlighting opportunities, DealCloud allows us to continue our history of successfully partnering with portfolio companies & investors through all market cycles.
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Private capital
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Intapp DealCloud
DealCloud’s flexible and easy interface provides transparency on our origination activities and deal pipeline, helping streamline and further enhance our internal reporting as well as our commitment to client service from the very start of the process.
-
Private capital
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Intapp DealCloud
Our industry research generated strong recommendations for DealCloud in the private equity and direct lending marketplace prior to starting the evaluation process. During the selection process and through implementation, we’ve seen how DealCloud will revolutionize the way we track our relationships and processes to give more time back to the team.
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Private capital
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Intapp DealCloud
Related resources
Blog post
5 tips for a successful AI implementation
Blog Post
Introducing the latest enhancements to Intapp DealCloud
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Intapp DealCloud
Blog Post
How financial services firms improve pipeline management with Intapp DealCloud
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Financial Services
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Intapp DealCloud
Blog Post
Understanding reciprocity and optimizing coverage in private capital markets
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Intapp DealCloud
Blog post
5 tips for a successful AI implementation
Today’s top employees expect access to cutting-edge tools in the workplace. If your firm waits too long to implement tools like AI, it risks losing the talent war. Follow these five steps to ensure a successful implementation and adoption process.
Read blog
Blog Post
Introducing the latest enhancements to Intapp DealCloud
The August Intapp DealCloud release is live. Learn how new AI recommendations, smart tags, and an expanded dataset will boost your investment strategy.
Read blog
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Intapp DealCloud
Blog Post
How financial services firms improve pipeline management with Intapp DealCloud
Read highlights from this Private Equity Wire interview to learn how private capital firms use Intapp DealCloud to improve pipeline management and drive growth.
Read blog
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Financial Services
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Intapp DealCloud
Blog Post
Understanding reciprocity and optimizing coverage in private capital markets
Intapp DealCloud and Intapp Assist for DealCloud provide meeting details, transcripts, and AI-driven summaries and insights — all in one place. Your professionals can save time, stay up to date, and make fast, informed decisions that benefit your firm and clients.
Read blog
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Intapp DealCloud
Awards and recognition
Deals origination solution of the year: PEW Credit US
The drawdown awards: investor relations technology
Best data provider award: PEW
TMC award: CRM excellence
Best in Biz award: enterprise product of the year
Deals origination solution of the year: PEW Credit US
Intapp DealCloud was named Deal Origination solution of the Year at the 2024 Private Equity Wire U.S. Credit Awards. The awards recognize excellence among service providers and fund performance across credit funds.
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The drawdown awards: investor relations technology
Intapp has been named best Investor Relations Technology at the 2024 Drawdown Awards.
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Best data provider award: PEW
Data-powered CRM software recognized for excellence among service providers in the U.S. private equity industry Palo Alto, Calif., October 31, 2023 — Intapp (NASDAQ: INTA), a […]
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TMC award: CRM excellence
Intapp DealCloud has been awarded a 2024 CRM Excellence Award by TMC. The platform helps firms discover, win, and execute more business by providing a unified way to manage deals and relationships.
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Best in Biz award: enterprise product of the year
Intapp DealCloud was named a bronze winner in the Best in Biz Awards for the Enterprise Product of the Year – All Other Software category. The Best in Biz Awards is the only independent business awards program judged by prominent editors and reporters from top-tier publications in North America.
Learn more
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Intapp DealCloud for credit and leveraged finance.
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