Deal and relationship management for private capital

Deal and relationship management for private capital markets

Simplify your team’s deal process from prospecting to execution

Boost win rates and increase operational efficiency with a platform built for dealmakers and professionals. From a single platform, build and maintain meaningful relationships, analyze market trends and active targets, and simplify deal execution. Find your most profitable opportunities and expedite your deal closures — all with Intapp DealCloud for private capital markets.  

Improve pipeline management with a unified view of related activities, deals, and more

Track capital raising, asset management, and diligence — all from one dashboard 

Close more deals

Expedite deal closures through every stage of your pipeline.

Strengthen relationships

Identify and build meaningful connections with insights from AI relationship analysis.

Source more business

Discover quality opportunities and target investments with a single source of truth.

'DealCloud puts real-time, actionable business intelligence in the hands of your team'

With Intapp DealCloud’s deep experience in private equity, we knew the team would deliver a relationship management platform that fit our operating-focused sourcing and execution strategy. By tracking all our interactions and pushing out daily reports and summaries, DealCloud puts real-time, actionable business intelligence in the hands of our team.

Robert Gamble
Chief Investment Officer
Fenwick Brands

Simplify management tasks and fast-track deal closures with Intapp DealCloud for private capital markets

Relationship management

Build stronger relationships with the help of AI by using intelligence reporting, automated data capture, and centralized coverage. 

Marketing integration

Easily improve your branded email campaigns and firm outreach with integrated tools to design, send, and analyze results. 

Business development  

Monitor intermediary and target relationships alongside market activity to discover more opportunities.  

Pipeline management 

Make informed decisions and better manage your pipeline and resource allocation with a central hub.

Deal execution and collaboration

Keep all your workflows, due diligence checklists, and approvals in one central information hub. 

Fundraising and investor relations

Simplify your investor outreach process, lead progression, and fund management with better data analysis. 

Firm knowledge

Maintain a single source of truth and analytics for the firm’s pipeline, relationships, resources, and decisions.

Identify the most profitable opportunities in your pipeline

Shared institutional knowledge

Guide strategy, improve communication, and inform decisionmaking with full visibility into all your firms’ data. 

Informed relationship growth

Improve decision-making and better nurture your connections with automated relationship scoring and intelligence reporting.

Reporting and automation capabilities

Hone strategy and simplify pipeline management with automated data capture, diligence workflows, and reports. 

AI-powered assistance

Make better-informed decisions faster with AI summaries of deal information and AI-generated recommendations based on firm knowledge and market intelligence. 

System integrations  

Access the third-party data and applications your team uses every day, like Microsoft 365 all without leaving the platform.

Mobile access  

Work efficiently from anywhere by using iOS and Android apps to upload data, search and review details, take notes offline, and sync when reconnected.  

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

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. 

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. 

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. 

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