Grow your network, identify quality targets, and close more deals with Intapp DealCloud.
By creating a central hub for all information regarding targets, relationships, and deals, DealCloud helps your firm operate more efficiently and strategically.
Growth equity software and solutions
Achieve your firm’s full potential with unified deal and pipeline management
Fast-track deal and pipeline management built for growth equity
Grow your portfolio
Accelerate deals through every stage in the pipeline with workflows specifically built for private equity deals.
Expand your network
Discover and nurture meaningful connections with valuable, AI-driven relationship intelligence.
Source more deals
Identify opportunities and make smarter decisions with a centralized source of truth.
A knowledgeable team that understands the sector and investment process
Coming from a traditional CRM, it is refreshing to use technology designed specifically for private equity professionals … tailored by a knowledgeable team that understands our sector and investment processes.
DealCloud enables us to further leverage our deep network and enhances our ability to source and execute proprietary transactions.
Stephen Kretz
Managing Director
Corsair Capital
Apply firm and market intelligence for better growth outcomes
Relationship management
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Marketing integration
Maximize branded email campaigns and firm outreach with integrated tools to design and send campaigns as well as analyze campaign results.
Business development
Discover new opportunities by monitoring intermediary and target relationships alongside market activity.
Pipeline management
Improve decision-making by centralizing target pipeline and maximizing resource allocation.
Deal execution and collaboration
Centralize your due diligence checklists and approval workflows in an organized and efficiently managed information hub.
Fundraising and investor relations
Synthesize complex firm data and drive efficiencies in investor outreach, lead progression, and fund management.
Firm knowledge
Accelerate communication sharing and improve decision-making with increased institutional knowledge.
Leading growth equity firms rely on Intapp DealCloud for deal and relationship management
Revolutionize growth equity investing with unified deal and relationship management
Real-time institutional knowledge sharing
Improve communication and inform decision-making with unified workflows and intelligence.
Automated workflows, alerts, and reports
Stay up to date with deal to-dos with automated task workflows, notifications, and AI-generated signals on desktop or mobile.
Reporting and analytics
Visualize firmwide pipeline and inform deal execution with reports, dashboards, tearsheets, and other customizable resources.
AI summaries and recommendations
Save time with AI summaries of deal information and make better decisions using AI recommendations based on firm and market intelligence.
System integrations
Share data across your firm with a centralized hub that connects with Microsoft 365 and other applications your team uses every day.
Actionable data
Inform and empower your dealmakers by transforming your proprietary and third-party data into institutional knowledge.
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.
Learn more about Intapp DealCloud for growth equity
Blog Posts
Private equity analytics: Using data to discover deals
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Private capital
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Intapp DealCloud
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Blog Posts
Dealmaking in 2023: How to source the best deals in the private capital markets
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Private capital
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Intapp DealCloud
Read our five reasons why your firm should invest in capital markets marketing by incorporating content marketing and communications programming into your strategy.
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Frequently asked questions about Intapp DealCloud deal and relationship management
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Growth equity firms need strong relationship management practices, efficient capital deployments, and finely tuned investment themes to compete in today’s competitive deal landscape. Microsoft Excel spreadsheets and generic CRM platforms can’t effectively support growth equity firms because they were built to support a different business model — a model that doesn’t take nuanced strategy into account.
The rise of vertical-specific CRMs, like Intapp DealCloud, has made it easier for growth equity firms to keep all their contacts, activities, and other critical information in one place. But Intapp DealCloud is more than just a CRM. Equipped with transaction workflow capabilities and team collaboration functionalities, Intapp DealCloud offers a state-of-the-art deal and relationship management system for growth equity investors.
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Growth equity firms need to monitor developments in their target industries and regions as well as track emerging trends. That’s why they leverage Intapp DealCloud to deploy capital and execute on their strategies and initiatives, including private company monitoring, business development, relationship management, intermediary coverage, deal and pipeline tracking, and fundraising and investor relations.
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Our platform was built by industry experts who know that not all growth equity firms operate in the same way. The pipeline, relationship management, and reporting needs of one user, team, division, or company may differ greatly from the next. That’s why our users have the granular control to tailor Intapp DealCloud on a user–by–user basis — so that every individual has the tools and views they need. When it comes to reporting and analytics, your team members can customize every dashboard, chart, graph, tearsheet, data sheet, and profile to meet their preferences and interests.
Why CIOs, CTOs, and innovators choose Intapp
Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.
Compliance and security
Market-leading ethical walls, confidentiality, and security for highly regulated firms
AI you can trust
Transparent AI governance with unified security controls
Integrated platform
Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows
Proven scale, innovation
Battle-tested by the world’s largest firms with ongoing platform investment
Always-on cloud infrastructure
Azure-backed reliability with multi-region redundancy and tested disaster recovery
Integrations made easy
Pre-built integrations and partner ecosystem reduce IT burden and TCO
Speak with a private capital industry expert
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