Top 3 advantages that DealCloud users value most

At Intapp, we’re dedicated to building solutions that unlock unprecedented growth opportunities for our clients. To achieve this, we develop our product roadmap directly with your feedback and business objectives in mind.

At our recent Intapp DealCloud Ambassador Program User Summit, attendees shared their insights and feedback into the DealCloud capabilities they value most — and why. Here are the three benefits that our users consistently identified as game-changers for their business.

1. Relationship management

DealCloud relationship management automates data capture, integrates third-party data, and provides AI-driven relationships insights — all in a single platform. And with real-time dashboards and flexible configurations, business development professionals can quickly and easily expand their networks and systemize outreach to drive growth.

DealCloud relationship management is packed with features that helps teams enhance relationships and inform business development:

• Relationship scoring
  Gain key relationship insights to inform outreach strategies with AI-powered relationship strength scores. 

• Automated contact and company capture
  Save time and effort by using DealCloud to automatically create and maintain company and contact records discovered through your firm’s email communications.

• Zero-entry activity capture
  Centralize firm interactions and build transparency with automated email and event synchronization.

• Relationship signals
  Keep relationships strong with an AI-driven relationship intelligence feed that provides actionable reminders and insights for contacts and events.

• Flexible relationship ownership
  Enforce accountability and reward relationship and task ownership with flexible tagging.

• Fully configurable permissions
  Easily manage contact and activity data access for individual users and roles.

We chose Intapp DealCloud after evaluating several relationship-management platforms. It was the most complete and flexible solution and will enable us to more efficiently and effectively manage our business.

ADAM FREEMAN, PRESIDENT, COHESIVE CAPITAL PARTNERS

2. Deal velocity

DealCloud was voted Deal Origination Solution of the Year: Credit at the Private Equity Wire European Awards 2025. Why? Because DealCloud was specifically designed to meet the needs of financial service professionals — and it shows. With customizable dashboards, centralized firm and market intelligence, and curated real-time insights, DealCloud users can execute business faster than ever before.

Intapp Assist for DealCloud further enables deal velocity through the power of Applied AI. The solution surfaces relevant, tailored deal insights, provides intelligent recommendations, and tracks key milestones using firm pipeline and historical deal analysis.

DealCloud has a fully configurable platform that is able to assist us with our strong growth in a fast-moving environment, where structured process and data management is paramount.

SASCHA WAGNER, PARTNER, CALDERA PACIFIC

3. Fundraising

A recent Preqin report shows that fundraising is expected to reach an astounding $1.6 trillion by 2027 and will likely continue to pick up in coming years. To help your team curate its fundraising approach, your firm needs a solution like DealCloud that’s built with fundraising and investor relations management in mind. DealCloud enriches your firm’s relationship and pipeline management system by automating proprietary data entry and integrating third-party data through a flexible API. It also features customizable lender dashboards that provide real-time insights and actionable data, including:

• Curated investor profiles
• Investment criteria and allocations
• Firm information
• Updated contact details

As we work to expand our investor relations efforts and fundraising across the globe, we knew we needed a more modern CRM to manage processes and relationships. Intapp DealCloud has functionality that matches the way our IR professionals work, so we’re confident it will be adopted to better track interactions, notes, and commitments across multiple limited partners and funds.

DAVID VAN DE FLIERT, INVESTOR RELATIONS MANAGER, NORD HOLDING

Ready to explore how DealCloud can enhance relationship management, deal velocity, and fundraising at your firm? Schedule a demo today.