Intapp DealCloud

New Enventure chooses Intapp DealCloud to drive firm growth

Find, win, and execute more business with  Intapp DealCloud

Relationship and business intelligence — powered by AI, designed by industry experts

Intapp DealCloud wins Investor Relations Technology category at the Drawdown Awards 2024

Intapp wins 2024 CRM Excellence Award from TMC

Intapp DealCloud wins Best Fundraising Solution at the Private Equity Wire European Awards 2024

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Trusted by top professionals to drive growth

Connect firm and market intelligence for a competitive edge

Finding and winning the best opportunities hinges on having the right information at the right time. So much more than a CRM, the DealCloud deal and relationship management platform centralizes your firm and market intelligence — then delivers real-time insights so you can execute business faster than ever before.

Powered by Applied AI, DealCloud helps teams navigate complex networks, source the best opportunities, and close more deals.

A proven solution

Comes preconfigured with powerful tools and workflows based on curated industry best practices — so you can get up and running faster.

A single source of truth

Connects firm and market intelligence — giving your professionals the holistic insights needed to drive collaboration and make smarter decisions.

No-code configuration

Makes it easy to build and customize dashboards, reports, data fields, and workflows — without IT.

Schedule a demo of Intapp DealCloud

Speak with an expert

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

Source more business

Uncover new opportunities before the competition with real-time network intelligence, market updates, and target company recommendations.

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Get time back

Let automation work for you, and use AI to create personalized emails, deal summaries, and other content.

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Fuel firm growth

Accelerate growth with centralized intelligence and insights that inform relationship management, business development, and deal execution.

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AI for professionals at partner-led firms

Gain a first-mover advantage with an AI-powered platform built just for your industry.

Accounting

Consulting

Investment banking

Legal

Private capital

Real assets

One platform that does it all

Streamline your tech stack, modernize operations, and boost productivity and results.

Relationship management

Business development

Marketing

Pipeline and deal management

Knowledge management

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

replaced systems

or processes by DealCloud at Hamilton Lane

50%

reduction in time

spent on daily activities at Denning & Company

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

"Using DealCloud has given our firm an extra edge, and allows us to move quickly and be competitive. "

Paola Yawney

Head of Business Development at Balfour Pacific

"The discipline and rigor that DealCloud applies to our analytics keeps us on track with running the firm as a business. "

John Byrne

CMO at Gould & Ratner

"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. "

Alessia Salvatore

Vice President at Haven Capital

"Not only does my team know everything happening on every single deal at the click of a button, but we also provide valuable visibility into our deal activity to our CEO and board. "

Jeremy Segal

Executive Vice President at Progress

"Intapp has professionals from the industry that provide insight into product development and work with us directly. That makes a huge difference in how their products work. "

Jack Recinto

Director of Applications and Support at Vedder Price

"Now that we’re fully functional on the platform, it’s impossible to imagine going back to Outlook and Excel. "

Griffith Norville

Managing Director, Head of Technology Solutions at Hamilton Lane

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.

Learn more

Connect and learn

Case study

How Taylor Wessing drives revenue growth with Intapp DealCloud

Legal
Intapp DealCloud

Case study

How Haven Capital easily maintains strong relationships with Intapp DealCloud

Financial Services
Intapp DealCloud

Case study

How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud

Capital Markets
Financial Services
Private capital
Intapp DealCloud

Case study

How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution

Financial Services
Investment Banking
Intapp DealCloud

Video

Introduction to Intapp DealCloud accelerated deployment

Financial Services
Intapp DealCloud

Blog Post

3 ways DealCloud supports Activator behaviors

Intapp DealCloud

Webinar

Look to the future with Intapp DealCloud

Intapp DealCloud is more than just a CRM. It’s an AI-powered platform that provides robust deal and relationship workflows, key insights for better decision-making, and a central hub for collaboration and knowledge sharing. And we continue to improve and add new features to our software to meet your firm’s evolving needs. Watch our Intelligence Applied Launch Day session to learn more about the latest DealCloud updates, including: Key product capabilities added in the past year Applied AI in DealCloud DealCloud’s product roadmap and ways to engage and contribute ideas

Financial Services
Intapp DealCloud

Video

Fireside Chat with the Carlyle Group and Orrick

Financial Services
Investment Banking
Intapp DealCloud

Get a demo

See DealCloud in action

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.

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.

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

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

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

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Intapp DealCloud

Find, win, and execute more business with Intapp DealCloud

Trusted by top professionals to drive growth

Connect firm and market intelligence for a competitive edge

A proven solution

A single source of truth

No-code configuration

Schedule a demo of Intapp DealCloud

Speak with an expert

Source more business

Get time back

Fuel firm growth

AI for professionals at partner-led firms

Accounting

Consulting

Investment banking

Legal

Private capital

Real assets

One platform that does it all

Relationship management

Business development

Marketing

Pipeline and deal management

Knowledge management

Get more done faster withIntapp Assist for DealCloud

DealCloud delivers results

Extensive features to meet your every need

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

Connect and learn

How Taylor Wessing drives revenue growth with Intapp DealCloud

How Haven Capital easily maintains strong relationships with Intapp DealCloud

How Hamilton Lane consolidates data and improves relationships with Intapp DealCloud

How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution

Introduction to Intapp DealCloud accelerated deployment

3 ways DealCloud supports Activator behaviors

Look to the future with Intapp DealCloud

Fireside Chat with the Carlyle Group and Orrick

Get a demo

Industry solutions

Data foundation

Cloud infrastructure

Partner ecosystem

Find, win, and execute more business with  Intapp DealCloud

Get more done faster with
Intapp Assist for DealCloud