Private equity software and solutions

Private equity software and solutions

Empower your professionals to execute more deals with unified deal and pipeline management

Give your professionals the tools they need to expand their networks, close more deals, and generate high returns. By providing a single source of truth for all information regarding deals, relationships, and capital deployment, Intapp 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 with Intapp DealCloud for private equity

Close more deals

Accelerate deal progress through every stage of the pipeline.

Strengthen relationships

Discover and nurture meaningful connections with AI-driven relationship intelligence.

Source more business

Identify opportunities and make smarter decisions with a centralized source of truth.

Replacing frustration with collaboration

DealCloud has transformed our organization far beyond operational improvements. The tool replaces frustration with collaboration, and this continues to strengthen our corporate culture.


Our senior management has confidence in our streamlined decision-making process, which frees up time to grow our business.

Russell Leupold
Managing Director
The Riverside Company

Discover, pursue, and win deals with Intapp DealCloud for private equity

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 and 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, 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 expanded, accessible institutional knowledge.

Revolutionize private equity investing with centralized deal and relationship management

Real-time institutional knowledge sharing

Improve communication and inform decision-making with unified workflows and intelligence, tailored for your industry.

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

Today’s investors require a sophisticated, technology-driven approach to investing. Private equity firms need to respond to those demands with a scientific, data-driven way of executing on their investment theses. Using Intapp DealCloud, your professionals can realize this vision by applying insights drawn from proprietary and third-party data.

Private equity professionals use Intapp DealCloud’s private equity software for private equity analytics, relationship management, deal and pipeline management, business development activity, intermediary and lender coverage, fundraising and investor relations, portfolio monitoring and reporting, bid analysis, travel planning, deal and legal document management, time tracking, and compliance and risk management.

Whether your firm focuses on a specific geography, deal size, or industry, Intapp DealCloud can help your investors transform a handshake into a closed deal using our private equity software.

Our platform was built by industry experts who know that not all private equity firms operate 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 the 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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