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

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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.

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Speak with an expert

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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.
Explore Intapp Assist Organize your data automatically with smart tags View third-party data integrations
Summarization
Save time with automatically generated deal, company, contact, and meeting summaries.
Read about summarization
Generation
Skip manual effort with AI that autofills form fields and drafts relevant, personalized email outreach.
Read about narrative generation Learn about applied outreach
Recommendation
Move fast with curated target company recommendations, real-time relationship intel, network insights, and industry news.
Read about relationship signals Learn about company recommendations

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
28
replaced systems
or processes by DealCloud at Hamilton Lane
50%
reduction in time
spent on daily activities at Denning & Company
8+
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:

Target email outreach Email marketing
Workflow automations Data management Document ingestion Company and contact data Target list building
Relationship intelligence Advanced search Notifications Reporting and analytics
Integrated market data Google extensions Microsoft add-ins
'Work on behalf of' user proxy Low-code UI/UX Mobile app Permissions and users groups Site optimization and control

What our clients are saying

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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.

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Connect and learn

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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.

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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.

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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
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Cloud infrastructure

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

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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