Business development software for financial and professional services firms

Intapp DealCloud business development

Help your team focus on what matters with tools purpose-built for dealmakers

Unlock the full potential of your team’s knowledge base and business processes and gain a holistic picture of your business development opportunity landscape.

With fully customizable workflows, enable your pursuit teams to improve how they organize their activities, manage relationships, and improve visibility — all through intelligent business development insights.

Help your team do their best work, gain a competitive advantage, and close more opportunities.

Improve transparency and collaboration with dashboards designed to support business development.

Gain a competitive advantage with Intapp DealCloud for business development

Organize your opportunity workflows and help your team close more deals.

Employ intuitive workflows

Track opportunity progress with integrated pipeline, execution, and third-party data. 

Rely on industry best practices

Use or customize industry-specific configuration blueprints to fit your firm’s exact needs. 

Create better decision-making

Source all proprietary, third-party, and relationship data in one location for enhanced visibility. 

One centralized location for deal sourcing

It was important for us to have one centralized location for all of our deal sourcing efforts which houses all of our institutional knowledge.
The DealCloud team did an amazing job in helping us aggregate all of this information, enabling us to do our work in a more efficient manner.

Brian Alas
Managing Director
Boxwood Partners

Enable efficiency and transparency with fully configurable workflows

Configurable opportunity workflows

Set up any field or dataset to fit your firm’s exact needs.

Enhanced territory management

View companies and contacts by territory, simplifying how you plan business development travel and strategies. 

Integrated marketing analytics

Unlock marketing analytics and relationship intelligence with DealCloud Dispatch. 

Simplified due diligence

Access uptodate deal and relationship history to easily perform due diligence. 

Centralized pipeline

Visualize pipeline and activity data with intuitive dashboards and analytics. 

Intuitive mobile app

Enable business development efficiency on the go, from any location.

Intapp DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

Schedule a demo of Intapp DealCloud

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Intapp Intelligent Cloud

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.

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