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Deal and relationship management for private capital markets
Find and close the most profitable deals — before your competitors do — with an AI-powered platform built just for private capital professionals. Intapp DealCloud connects your firm and market intelligence so your dealmakers and other team members can accelerate execution, build stronger relationships, analyze industry trends, and evaluate active targets — all from one centralized location.
Identify high-potential deal and fundraising opportunities with curated, AI-powered market signals and recommendations.
Accelerate every stage of the pipeline with a centralized deal management process.
Nurture strong relationships with personalized, AI-powered insights and outreach reminders.
Built on our proprietary private capital markets blueprint, your DealCloud instance will come preconfigured with powerful tools and workflows based on industry best practices.
Build deal-winning relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Discover new opportunities by monitoring intermediary and target relationships alongside news and market activity.
Centralize diligence checklists and approval workflows in an organized information hub.
Improve outreach and response with integrated tools for launching email campaigns and tracking insights.
Maintain a single source of truth and analytics for your firm’s pipeline, relationships, resources, and decisions.
Enhance decision-making by centralizing pipeline tracking and maximizing resource allocation across your firm.
Synthesize complex firm data and drive efficiencies across investor outreach, lead progression, and fund management.
DealCloud was the natural choice for us due to its flexible platform and focus on the capital markets industry. The DealCloud platform will improve efficiency in our processes and enable us to run more advanced analysis across our data sets.
As we start to deploy our third fund, we’ve expanded our team and continued to build our coverage of key deal sources as well as our sector reach. Across the industry, DealCloud helps our team drive consistent touches with our most prolific relationships.
We were diligent when selecting an information solution to power the future of deal origination and execution for Brentwood. In the end, only DealCloud provided the data flexibility and interactive capabilities we felt would drive clarity and productivity throughout our business.
We selected DealCloud for its simplicity of use and versatile functionality. The platform is intuitive and will complement our origination and investor relations processes.
DealCloud has been instrumental in helping us to organize and synthesize information across a wide range of sources. We are now able to better leverage our institutional knowledge, which increases the speed of our decision-making and allows us to solve more complex problems.
Shirin Veeran, CRM and Data Manager at private equity firm Hg Capital, shares how the firm uses DealCloud to accelerate processes and scale its investments. She explains how Hg’s professionals rely on DealCloud to efficiently manage pipeline, source new business, track deals, and nurture relationships.
Guide strategy, improve communication, and make smarter decisions with full visibility into firmwide intelligence.
Simplify pipeline management and deal execution with automated data capture, diligence workflows, and configurable reports.
Access applications like Microsoft 365 that your team uses every day — without leaving DealCloud.
Build stronger connections with automated relationship scoring and real-time insights.
Save time and fast-track deal sourcing with AI-generated deal summaries and target company recommendations based on firm and market intelligence.
Work from anywhere by using iOS and Android DealCloud apps to upload data, search and review deals, and take notes.
Stay a step ahead with AI-powered relationship insights, summaries, and tailored content generation.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
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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.
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.
Meet with our industry experts to see Intapp DealCloud in action. Just fill out this form and we’ll be in touch.
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.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
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
Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
Learn more about our cloud infrastructure
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