DealCloud’s AI analyzes your firm and market data, then surface real-time insights, network updates, and recommendations. Automation and compliant workflows minimize manual work so your teams can spend more time closing business.
Intapp DealCloud for private capital markets
The AI deal and relationship intelligence platform
Strengthen LP relationships, execute with conviction, and maximize returns with a compliant system built for private capital.
Top private capital firms trust DealCloud
Where the industry's best find their edge
Powering over
AUM for the world's leading firms
Trusted by
of the PEI 300
Transform your data into deal-winning intelligence
Relationship intelligence
See every connection across your firm to identify opportunities.
Zero-entry activity capture
Automatically log interactions and meetings from Microsoft Outlook.
Workflow configurability
Build flexible workflows that standardize best practices across funds and teams.
Data foundation
Manage complex business with prebuilt, industry-specific data models and schemas.
Data enrichment
Automatically enrich your data with Intapp Data and premium market feeds.
Keep capital flowing, even in tough markets
LP targeting
Prioritize LPs by strategy, geography, check size, and investment patterns.
LP coverage
Improve coverage with automated, AI-driven activity capture, signals, and outreach reminders.
LP servicing
Respond to LPs quickly and consistently with automated routing, status tracking, and reports.
Activity tracking
Spot buying signals early and engage the right LPs with integrated third-party data.
95% of manual relationship data entry
eliminated at Haven Capital
Source more high-quality deals faster
Relationship scores
Uncover which colleagues can help you find your next deal by revealing who knows whom and how well.
Intelligent deal sourcing
Find the best proprietary deals first with AI-powered search across firm and third-party data.
Market and company monitoring
Move on opportunities quickly with shareable watchlists and deal signal alerts.
Intermediary coverage management
Prioritize relationships that drive pipeline by scoring intermediaries on deal quality and quantity.
DealCloud has transformed our organization far beyond operational improvement.
Russell Leupold
Managing Director, Business Technology Office
The Riverside Company
Accelerate deal execution with AI
Diligence management
Provide firmwide visibility into diligence with centralized workflows and tracking.
AI-powered document ingestion
Eliminate hours of manual work by automatically extracting deal data from CIMs, IOIs, and LOIs.
Deal pipeline management
Keep deals moving with stage tracking, checkpoints, and full visibility into every firm transaction.
IC approval management
Accelerate approvals by standardizing IC packet requirements and ensuring submissions are complete.
Experience DealCloud in action
Structure exits to protect value and reduce risk
Buyer mapping
Identify the best-fit buyers for each exit based on mandate, fund size, and track record.
Exit readiness planning
Mitigate execution risk with role-based task ownership and deliverables tracking.
Bid management
Track and compare IOIs, LOIs, and bid terms to identify your best offers and negotiate smarter.
Learn more about Intapp DealCloud
Webinar
DealCloud: The future of work in private capital with AI
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Private capital
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Intapp Assist
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Intapp DealCloud
Blog post
AI in private capital markets: how firms accelerate dealmaking with Intapp DealCloud
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Private capital
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Intapp Assist
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Intapp DealCloud
Blog post
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
Blog post
A private capital guide to improving deal velocity with technology
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Financial services
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Private capital
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Intapp DealCloud
Blog post
Best practices for sourcing venture capital deals
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Private capital
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Intapp DealCloud
Webinar
DealCloud: The future of work in private capital with AI
Private capital markets have continued to evolve, and so has the way deal teams need to work to stay competitive. In this 30-minute session designed exclusively for private capital professionals, we explored how Intapp DealCloud is redefining origination, collaboration, and execution through the power of Applied AI.
Watch webinar
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Private capital
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Intapp Assist
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Intapp DealCloud
Blog post
AI in private capital markets: how firms accelerate dealmaking with Intapp DealCloud
Discover how Intapp DealCloud and Intapp Assist help private capital firms accelerate dealmaking with AI. From smarter deal sourcing to relationship intelligence, see how AI transforms growth strategies.
Read blog post
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Private capital
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Intapp Assist
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Intapp DealCloud
Blog post
Dealmaking in 2023: How to source the best deals in the private capital markets
Read our five reasons why your firm should invest in capital markets marketing by incorporating content marketing and communications programming into your strategy.
Read blog post
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Private capital
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Intapp DealCloud
Blog post
A private capital guide to improving deal velocity with technology
Discover how Intapp DealCloud and Intapp Assist help private capital firms accelerate dealmaking with AI. From smarter deal sourcing to relationship intelligence, see how AI transforms growth strategies.
Read blog post
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Financial services
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Private capital
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Intapp DealCloud
Blog post
Best practices for sourcing venture capital deals
Learn best practices for sourcing venture capital deals, from refining your investment thesis to leveraging networks, data, and tools to find high-quality opportunities.
Read blog post
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Private capital
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Intapp DealCloud
Frequently asked questions about Intapp DealCloud deal and relationship management
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Due to the increasingly competitive nature of the capital markets space, it’s more important than ever to understand the changing nature of your relationships. Your professionals need to find the best way possible to nurture these connections and act on opportunities. With Intapp DealCloud’s relationship management capabilities, your professionals can do just that.
DealCloud’s data-powered private equity software is specifically designed for private equity firms, giving professionals the power to execute deals at the highest levels. No matter the size of your firm or the specificity of your investment mandate, you can easily configure DealCloud to align with your current business development and portfolio management processes.
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Private capital professionals can 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; travel planning; deal and legal document management; time tracking; funding history; and compliance and risk management. DealCloud also offers insights and analytics on activities from bids and round-by-round funding to industry and market trends.
Whether your firm is focused on geography, deal size, or industry, DealCloud can help your investors transform a handshake into a closed deal within our private capital software.
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Yes — With Intapp DealCloud, your private capital firm can make configurations on a user-by-user basis to ensure an intuitive experience for your team. DealCloud can accommodate a wide variety of operational styles among private capital firms, and the platform’s flexibility accommodates varying pipeline, relationship management, and reporting needs. Built by industry experts, DealCloud caters to the various requirements of individual users, teams, divisions, or companies within the private capital landscape. For reporting and analytics, users can customize every dashboard, chart, graph, tear sheet, data sheet, and profile to meet each of 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
Schedule a demo
See DealCloud for private capital markets in action. Just complete the form and we’ll be in touch right away.