One platform to power sourcing, strategy, and scaled value creation

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Break down silos and centralize intelligence — so Bain Capital can move with confidence

Designed to meet the demands of multi-asset, global investment companies like Bain Capital, Intapp DealCloud lets you streamline deal sourcing, strengthen sponsor and borrower relationships, and drive portfolio insights — all while connecting data seamlessly across investment, diligence, and operational teams.

In today’s competitive market, Bain Capital’s deep expertise and value-driven approach give you an edge — but inefficient deal sourcing and disconnected workflows can hold you back, making it harder to spot high-potential opportunities. With over 220 of the PEI 300 trusting Intapp DealCloud, the gap between leading firms and the rest is widening. Is your team ready to lead the way?

Driving firmwide excellence through unified data and strategic intelligence

AI that delivers targeted insights

Intapp Assist equips Bain Capital with the intelligence needed to stay ahead of the market. By leveraging AI to unify deal data, relationship insights, and firmwide knowledge, Bain professionals can reduce manual work, uncover new opportunities faster, and strengthen decision-making.

 

The result is accelerated execution, more strategic targeting, and a sharper competitive edge across every stage of the deal lifecycle—enabling Bain to act with precision in a fast-moving investment landscape.

Accelerated deal sourcing and execution

Streamline and strengthen your sourcing strategy with Intapp DealCloud. A more consistent pipeline of actionable opportunities reduces the risk of missed deals, enhances market responsiveness, and builds investor confidence. The result? A faster, more focused investment process — aligned with Bain Capital’s core principle of delivering long-term value through proactive deal execution.

 

This unified approach reinforces your competitive edge in accessing proprietary deal flow and supports disciplined capital deployment.

Connected intelligence across strategies and relationships

DealCloud breaks down data silos and connects insights across Bain Capital’s global platform — spanning private equity, credit, venture, and real estate strategies. With shared dashboards and centralized investment narratives, investment committees and operating partners benefit from tighter coordination and clearer visibility across the firm’s ecosystem.

 

Automated workflows ensure consistency in outreach and support a high-touch, insight-led engagement model — reinforcing Bain Capital’s reputation as a trusted and value-added partner.

Centralized firm knowledge and strategic alignment

With Intapp DealCloud serving as a single source of truth, Bain Capital gains real-time access to pipeline activity, portfolio metrics, and relationship touchpoints — all within one cohesive platform. This centralized intelligence supports firmwide alignment and ensures every stakeholder — from junior associates to senior leadership — is equipped with accurate, actionable information.

 

Embedding institutional knowledge and cross-functional collaboration into one system, Bain Capital is positioned to move with agility, unlock strategic synergies across asset classes, and make better, faster decisions.

The biggest firms in the industry did their homework. They put DealCloud and generic CRMs head-to-head, compared their capabilities and UX, and made the call: DealCloud was worth the switch.

What DealCloud offers over generic CRMs

Financial services data model

Gain reporting and visibility across all deals, touchpoints, and deal stages with a tool that’s specifically built to handle the complex, non-linear relationships at your firm.

Simple customization

Quickly build new reports and views, and configure and reconfigure Intapp DealCloud as needed, with our low- and no-code customization.

Pre-built reports and dashboards

Leverage dozens of pre-built reports and dashboards that are based on best practices from 1,700+ financial services firms and customizable to meet your team’s specific needs.

Relationship intelligence

Strengthen connections with relationship scoring between firm members and outside contacts, companies, and sponsors, and view and enter data into Intapp DealCloud directly from Microsoft Outlook with a time-saving add-in.

Robust data integrations

Integrate with leading third-party data sources including PitchBook, Preqin, Factset, S&P CapIQ, BoardEx, BvD, and Equilar — all synced with your firm’s proprietary data via DataCortex.

Usability and accessibility

Access Intapp DealCloud via desktop, mobile, email, and collaboration tools, and surface your forms, dashboards, and reports built in mobile-friendly formats — without additional design work.

Dedicated training and support

Rely on our team of industry experts to help manage the implementation, change management, support, and adoption of Intapp DealCloud at your firm.

Industry-specific roadmap

Benefit from a roadmap focused exclusively on enhancing features for the financial services industry.

Built for your firm's needs

Features Intapp DealCloud Generic CRM
A comprehensive deal, pipeline, relationship, and knowledge management platform
A multi-relational solution that addresses all counterparties and external and internal teams involved with engagements
Best practice blueprints and roadmap designed for all private capital use cases

Easy access to reports, data, and insights

Features Intapp DealCloud Generic CRM
Comprehensive and configurable reporting with Microsoft plugins (Word, Excel, PowerPoint)
Millions of contact and company records via Intapp DealCloud with pre-built integrations and third-party data providers
Relationship intelligence and built-in AI with Intapp Assist (optional add-on)
Near full replication of web platform functionality within Outlook and mobile app

Connect with us

Please fill out the form below to book a meeting. We look forward to speaking with you.

Conor McNamara
Account Director
conor.mcnamara@intapp.com

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Product features

Related resources

Manage your pipeline from anywhere with the DealCloud mobile app

Mobile deal management
Access critical deal insights, view reports, and update data while on the road.
Real-time notifications
Get instant alerts about deal updates, new leads, and missed calls.
On-the-go meeting prep
Review meeting materials and log notes anytime, anywhere.

7 of the top 10 firms and more than 220 of the PEI 300 choose Intapp

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