The only platform purpose built for your long-term success

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Intapp DealCloud enables you to close more deals, faster.

Designed to meet the unique demands of private credit investors, Intapp DealCloud empowers you to efficiently manage deal flow, track borrower relationships, and optimize portfolio performance — seamlessly connecting all data from the front to the middle office.

Are your investment teams operating at a deficit to your peers? Inefficient deal origination may be costing Oaktree valuable opportunities. Fragmented workflows, data silos, and limited visibility into the right deals slow down your pipeline and put you at a disadvantage when 7 of the top 10 firms and more than 220 of the PEI 300 are already using Intapp DealCloud for everything from sourcing to execution.

Dealcloud is built for firms like Oaktree

Connect to the middle office

Intapp DealCloud seamlessly connects the front office and middle office at private credit firms by centralizing data, automating workflows, and enhancing collaboration — ensuring a flow of information across teams. This connectivity reduces inefficiencies, improves decision-making, and enhances transparency, enabling firms to execute deals faster while maintaining rigorous risk oversight.

Optimize deal and relationship management

Streamline outreach and eliminate manual data entry with a comprehensive view of deal pipelines. With integrated relationship intelligence and automation, you can optimize deal flow and drive strategic growth for a competitive edge in the market. Optimized for the leading firms, DealCloud will deliver success for Oaktree.

Deal execution and pipeline management

Ensure a steady flow of high-quality deals, reduce the risk of missed opportunities, and enhance your firms competitive positioning. Drive faster deal execution, stronger investor confidence, and more effective capital deployment.

Firm knowledge and strategy

Improve decision-making with a single source of truth and analytics for fundraising, pipeline, deals, and coverage strategy.

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.

Expansion into Private Credit and Real Estate

How DealCloud adds value:

Centralized Deal Pipeline Tracking

Enable teams to efficiently monitor opportunities, track deal progress, and allocate resources across both Private Credit and Real Estate in one unified platform.

Integrated Market Intelligence in Real Time

Equip teams to view proprietary insights alongside external data—like credit trends and real estate asset performance—all in a single, real-time view.

Relationship Mapping for Strategic Sourcing

Uncover and activate key intermediaries, sponsors, and JV partners to source differentiated opportunities across new verticals and regions.

Tailored Workflows by Investment Type

Maintain consistency and compliance with custom workflows designed for distinct investment types, from private credit to hospitality real estate.

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.

Gavin Dignon
Managing Director,
Financial Services Account Management
gavin.dignon@intapp.com

Michaela O’Neill
Client Development Associate
michaela.oneill@intapp.com

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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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