Intapp DealCloud pipeline and deal management
Understand your firm’s deal flow and relationships via comprehensive views of every deal moving through the pipeline. Intapp DealCloud gives your team a transparent, single source of real-time data — so you can make faster, smarter decisions throughout the entire deal and client lifecycle.
Boost team collaboration and outcomes with centralized pipeline reporting and workflows.
Unlock high-value opportunities with analytics from past deal outcomes and integrated market intelligence.
Automate deal execution and task workflows so your team can concentrate on higher-value tasks.
As we grew, so did the number of deals in our pipeline and the size of our team, making deal tracking more complicated. DealCloud lets us visualize and prioritize the pipeline in real time.
Improve communication and inform decision-making with unified workflows and intelligence.
Stay updated with deal to-dos with automated task workflows, notifications, and AI-generated signals.
Visualize firm-wide pipeline and inform deal execution with ad hoc and templated reports.
Make fast, data-backed decisions with AI-powered deal summaries and recommendations based on firm and market intelligence.
Easily access data from a centralized hub that’s integrated with the applications your team uses on a daily basis — including Microsoft 365.
Upload data into DealCloud, search key terms, review details, take notes while offline, and sync via mobile access for iOS and Android.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Case study
Prior to deploying DealCloud, the Progress corporate development team managed M&A deal flow usin...
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Blog Posts
In today’s competitive investment landscape, managing your pipeline efficiently is more ...
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Blog Posts
Recently, financial industry voters chose Intapp DealCloud as the Best Fundraising Solution in the P...
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Blog Posts
Capital markets professionals specifically young associates dedicate an inordinate amount of time to...
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In today’s competitive investment scene, tracking every prospect and current opportunity isn’t optional. Market pressures and rising client demands require firms to expedite deal progress with greater precision. Lacking a centralized data source can result in uncertainty and confusion. Successful teams rely on real-time data to steer their daily decisions. Opting for DealCloud’s pipeline CRM can help you prevent unforeseen deal failures.
DealCloud lets your team track a wide variety of deal data — like sourcing, progress, and staffing details — helping you manage deals throughout the entire lifecycle. Integrated workflows, pipeline analytics, and configurable reports provide real-time deal insights so your team can make more informed decisions.
Yes, your firm can configure DealCloud to meet your specific requirements and processes. You can connect the software with your firm’s existing systems, including portfolio and financial management systems. And you can create customized reports by filtering data as broadly or narrowly as needed and sending personalized reports to the appropriate people or teams.
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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.
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