Growth equity software

Growth equity software and solutions

Achieve your firm’s full potential with unified deal and pipeline management

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.

Improve knowledge sharing with a unified view of related relationships, activities, and deals.

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.

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.

Frequently asked questions about Intapp DealCloud deal and relationship management

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. 

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. 

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 userbyuser 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. 

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