Deal and relationship management for private capital markets
Simplify your team’s deal process from prospecting to execution
Intapp private capital solutions
Solutions for private capital firms
Solutions for private capital markets
Boost win rates and increase operational efficiency with a platform built for dealmakers and professionals. From a single platform, build and maintain meaningful relationships, analyze market trends and active targets, and simplify deal execution. Find your most profitable opportunities and expedite your deal closures — all with Intapp DealCloud for private capital markets.
Track capital raising, asset management, and diligence — all from one dashboard
Equip your private capital professionals with a simplified deal and pipeline management system.
Close more deals
Expedite deal closures through every stage of your pipeline.
Strengthen relationships
Identify and build meaningful connections with insights from AI relationship analysis.
Source more business
Discover quality opportunities and target investments with a single source of truth.
'DealCloud puts real-time, actionable business intelligence in the hands of your team'
With Intapp DealCloud’s deep experience in private equity, we knew the team would deliver a relationship management platform that fit our operating-focused sourcing and execution strategy. By tracking all our interactions and pushing out daily reports and summaries, DealCloud puts real-time, actionable business intelligence in the hands of our team.
Robert Gamble
Chief Investment Officer
Fenwick Brands
Simplify management tasks and fast-track deal closures with Intapp DealCloud for private capital markets
Relationship management
Build stronger relationships with the help of AI by using intelligence reporting, automated data capture, and centralized coverage.
Marketing integration
Easily improve your branded email campaigns and firm outreach with integrated tools to design, send, and analyze results.
Business development
Monitor intermediary and target relationships alongside market activity to discover more opportunities.
Pipeline management
Make informed decisions and better manage your pipeline and resource allocation with a central hub.
Deal execution and collaboration
Keep all your workflows, due diligence checklists, and approvals in one central information hub.
Fundraising and investor relations
Simplify your investor outreach process, lead progression, and fund management with better data analysis.
Firm knowledge
Maintain a single source of truth and analytics for the firm’s pipeline, relationships, resources, and decisions.
Leading private capital teams use Intapp DealCloud for deal and relationship management
Identify the most profitable opportunities in your pipeline
Shared institutional knowledge
Guide strategy, improve communication, and inform decision–making with full visibility into all your firms’ data.
Informed relationship growth
Improve decision-making and better nurture your connections with automated relationship scoring and intelligence reporting.
Reporting and automation capabilities
Hone strategy and simplify pipeline management with automated data capture, diligence workflows, and reports.
AI-powered assistance
Make better-informed decisions faster with AI summaries of deal information and AI-generated recommendations based on firm knowledge and market intelligence.
System integrations
Access the third-party data and applications your team uses every day, like Microsoft 365 — all without leaving the platform.
Mobile access
Work efficiently from anywhere by using iOS and Android apps to upload data, search and review details, take notes offline, and sync when reconnected.
Intapp DealCloud data integrations
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Learn more about Intapp DealCloud for private capital
Blog Posts
Dealmaking in 2023: How to source the best deals in the private capital markets
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Blog Posts
A private capital guide to improving deal velocity with technology
According to Bloomberg Law, private capital dealmakers are in for a slower year — but that’s not...
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Blog Posts
Best practices for sourcing venture capital deals
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Financial Services
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Intapp DealCloud
Frequently asked questions about Intapp DealCloud deal and relationship management
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Due to the increasingly competitive nature of the capital markets space, it’s more important than ever to understand the changing nature of your relationships. Your professionals need to find the best way possible to nurture these connections and act on opportunities. With Intapp DealCloud’s relationship management capabilities, your professionals can do just that.
DealCloud’s data-powered private equity software is specifically designed for private equity firms, giving professionals the power to execute deals at the highest levels. No matter the size of your firm or the specificity of your investment mandate, you can easily configure DealCloud to align with your current business development and portfolio management processes.
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Private capital professionals can use Intapp DealCloud’s private equity software for private equity analytics; relationship management; deal and pipeline management; business development activity; intermediary and lender coverage; fundraising and investor relations; portfolio monitoring and reporting; travel planning; deal and legal document management; time tracking; funding history; and compliance and risk management. DealCloud also offers insights and analytics on activities from bids and round-by-round funding to industry and market trends.
Whether your firm is focused on geography, deal size, or industry, DealCloud can help your investors transform a handshake into a closed deal within our private capital software. -
Yes — With Intapp DealCloud, your private capital firm can make configurations on a user-by-user basis to ensure an intuitive experience for your team. DealCloud can accommodate a wide variety of operational styles among private capital firms, and the platform’s flexibility accommodates varying pipeline, relationship management, and reporting needs. Built by industry experts, DealCloud caters to the various requirements of individual users, teams, divisions, or companies within the private capital landscape. For reporting and analytics, users can customize every dashboard, chart, graph, tear sheet, data sheet, and profile to meet each of their preferences and interests.
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