Deal and relationship management for financial and professional services

Intapp DealCloud feature highlight: Target builder

Simplify target list creation with data automation

Create entries quickly and dynamically with Intapp DealCloud’s target builder feature. Target builder uses your firm’s data and prior deal outcomes to automatically create targeted lists. These lists match exact search criteria based on the task at hand — turning firm intelligence into actionable next steps.

Schedule a demo of DealCloud
The Target Builder feature allows users to leverage firm data to create actionable target lists.

Automate your target list building workflows

Quickly pull data

Query data from existing reports and prior projects by using unique filter criteria for data sets.

Reduce tedious data entry

Import target lists from external spreadsheets with DealCloud’s bulk upload tool.

Save time and effort 

Assign values to new target records using similar data from previous target entries, or apply a value to all target records at once.

How does it work?

Add targets from prior projects and existing views or by creating a new query

Narrow qualified targets with advanced filters

Preview, edit, and populate new targets with the data you need

Share your qualified target list with partners and collaborators

Learn more about Intapp DealCloud

Case study

How Haven Capital easily maintains strong relationships with Intapp DealCloud

In 2020, Haven Capital was on the verge of launching a new ground lease platform that would provide ...

Learn more

  • Financial Services
  • Intapp DealCloud
Blog Posts

Optimize your corporate development pipeline

Corporate development teams are often limited in resources and support, yet they’re responsible fo...

Learn more

  • Corporate Development
  • Intapp DealCloud
Blog Posts

4 must-have dashboards for capital market dealmakers

Numbers don’t lie: Today’s capital market is the fastest and highest bidder’s world. According...

Learn more

  • Financial Services
  • Intapp DealCloud

Schedule a demo of Intapp DealCloud

Speak with an expert

Fill out the form and someone will be in touch to schedule a demo.

Intapp Intelligent Cloud

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.

Icon

Industry solutions

The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.

Icon

Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

Learn more about our data foundation
Icon

Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

Learn more about our cloud infrastructure
Icon

Partner ecosystem

Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.

Learn more about our partner ecosystem