Deal and relationship management solution for financial and professional services firms

Intapp DealCloud: Data management

Improve firmwide access to the data that matters most

Intapp DealCloud’s data management tools centralize and secure institutional knowledge alongside integrated third-party data. Quickly get the insights you need to make informed decisions with features like deduplication, data cleanliness reports, and bulk editing

Spend less time managing data and more time on critical tasks like relationship management and executing business.   

Unlock the power of your firm’s data with data management and governance controls.

Unlock the power of your firm’s data with data management and governance controls

Deliver firmwide visibility

Make more informed decisions with streamlined workflows and accessible data.

Implement better data practices

Implement clean data practices for increased data visibility.

Ensure secure data practices

Protect data access with user permissions, import/export controls, and audit logs.

Supports our strong growth

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
Caldera Pacific

Improve firmwide access to your most relevant data

Data centralization

Keep contacts, activities, and pipeline updates in one accessible location.

Deduplication and entry merging

Eliminate duplicates from multiple entries by combining metadata and references for a single entry or at scale.

Data cleanliness reports

Curate cleaner, more actionable data with dashboard cleanliness monitoring.

Permissions-based deletion logs

Empower selected users to revert changes when needed with deletion logs that show the date, user, the affected list, and the number of deleted entities.

Bulk editing and data automation

Save time with spreadsheet-like editing, automate data updates, and seamlessly migrate data tables to and from Excel.

Third-party data integrations

Access DataCortex for data, news, and contacts or other data providers, like  Pitchbook, Equilar, Preqin, and S&P Global Market Intelligence — all from inside DealCloud.

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.

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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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Intapp Cloud Infrastructure

Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.

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Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

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Ask AI for answers — and get near-instant results — using everyday language.
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