Intapp DealCloud
Pipeline and deal management software purpose-built for capital markets
Track every opportunity. Manage execution. Unify your deal pipeline. All in the secure DealCloud platform — designed for private equity, venture capital, and investment banking.
Built for deal professionals
financial services firms served
serving the complex needs of dealmakers
in FY25 revenue
Trusted by the industry
Firms with Intapp drive
more opportunities than
firms without Intapp
Up to
per week repurposed for higher-value work
of analysts report DealCloud helps accelerate deal velocity
A proven platform for managing your deal lifecycle
Originate smarter
Build and prioritize your pipeline with integrated firm and market intelligence. Identify high-value opportunities, track coverage, and accelerate origination.
Execute faster
Coordinate teams and workflows across every stage, from sourcing to close. Streamline execution by automating tasks, approvals, and investor/buyer list creation.
Report instantly
Replace spreadsheets with live dashboards for pipeline, performance, and fee visibility. Surface real-time insights for your partners and leadership teams.
More than a CRM: The platform chosen by leading investment banks
We knew we had found the right solution when we realized how purpose-built DealCloud is for the investment banking and private capital marketplaces.
Leslie Ann Brooks
Chief Experience Officer, Investment Banking
Raymond James
Find, win, and execute more deals with Intapp DealCloud
Pipeline management
Consolidate every opportunity — inbound, proprietary, and referred — into a single, customizable pipeline.
- Track stage, value, and probability in real time
- Automate deal updates with Microsoft Outlook activity capture
- Filter and segment opportunities by team, sector, or geography
Deal execution
Standardize every stage of your firm’s execution workflow.
- Assign and track tasks, deliverables, and investment committee (IC) approvals
- Centralize documents and notes within each deal record
- View comparable transactions and investor relationships in one workspace
Relationship-driven sourcing
Strengthen origination by leveraging firmwide relationships and AI-powered insights.
- Identify warm paths to targets or investors
- Map intermediary coverage and referral activity
- Enrich contact data automatically with Intapp Data
Firm and knowledge management
Build lasting institutional knowledge by capturing every deal, meeting, and relationship.
- Maintain a searchable record of historical pipeline and performance
- Control visibility and permissions for compliance and confidentiality
- Access deal, fee, and exposure dashboards — without any manual work
See Intapp DealCloud in action
Frequently asked questions about DealCloud
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Deal management software helps investment and private capital professionals track, manage, and execute every stage of a deal or fundraising pipeline — from sourcing to close.
Unlike generic CRM systems, DealCloud deal management software is purpose-built for dealmakers. It provides:
- A centralized pipeline view
- Automated workflows and task tracking
- Relationship and investor intelligence
- Real-time reporting for partners and leadership
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Firms need dedicated deal management software because generic CRMs usually aren’t built to handle the complex, multi-party nature of private capital and banking deals.
The DealCloud deal management platform is designed to manage sponsor, intermediary, and investor relationships, so your firm can:
- Track multiple stakeholders for each deal
- Manage execution tasks and approvals
- Consolidate financials, fees, and documents in one system
- Automate firmwide activity reports
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DealCloud improves pipeline visibility by providing a real-time, 360° view of your pipeline across teams, sectors, and geographies.
Automated relationship intelligence from Microsoft Outlook and Excel is used to continuously update pipeline stages, values, and probabilities — eliminating manual spreadsheets and providing executives with real-time reporting.
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DealCloud improves pipeline management and deal execution by using available Intapp applied AI to:
- Automatically update deal stages based on communication activity
- Summarize emails and meetings
- Recommend next steps
- Automate task creation, IC approvals, and reminders
AI-enabled workflows ensure your deal teams stay aligned and help your professionals execute faster by reducing administrative work.
Discover why top firms choose DealCloud
Book a demo
Request a live demo to learn how purpose-built pipeline and deal management software can help your firm source smarter, execute faster, and report instantly.