DealCloud

DealCloud, an Intapp solution, is the leading deal management and business development platform designed for principal investing and M&A advisory professionals. Founded in 2010 and acquired by Intapp in 2018, DealCloud has been helping professional and financial services firms drive growth for over a decade.

More than just a CRM, DealCloud centralizes your firm's intelligence, relationships, and deal activity, providing real-time insights to accelerate business execution. Powered by Applied AI, our platform helps teams navigate complex networks, source opportunities, and close more deals.

With DealCloud, you can:

• Connect Firm & Market Intelligence: Gain holistic insights for smarter, data-driven decisions.
• Streamline Operations: Modernize your tech stack and boost productivity with purpose-built tools and workflows.
• Customize with Ease: Leverage our no-code configuration to tailor dashboards, reports, data fields, and workflows to your specific needs.

DealCloud offers tailored solutions for accounting, consulting, investment banking, legal, private capital, and real assets firms. From relationship management and business development to marketing, pipeline management, and knowledge management, DealCloud provides the features you need to succeed.

Join firms like Balfour Pacific, Gould & Ratner, Haven Capital, and Progress who trust DealCloud to maintain strong relationships, gain a competitive edge, and achieve unparalleled visibility into their deal activity.

Intapp has been bringing automation and intelligence to professional and financial services firms for over a decade, supported by an ecosystem of over 100 trusted partners. Explore our case studies and webinars to learn more.

‍