Product: Intapp DealCloud

Moody’s, one of the world’s largest data providers, provides corporate, professional, and financial services firms valuable reference, market, and risk data to inform business decisions and move quickly with comprehensive deal data alongside integrated, detailed company information. During new client onboarding, automatically populate client profiles in Intapp Intake. Consolidate conflicts clearance into a single search by directly accessing Orbis corporate family trees, beneficial owners, shareholders, and board members – all from within Intapp Conflicts. Additionally, screening data, such as sanctions, politically exposed persons (PEPs), and adverse media, is available to support compliance and risk workflows. Intapp DealCloud users can enhance their workflows with Moody’s deals and company intelligence database. Moody’s offers a depth of information for deal strategy, origination, and execution. All of the deals data is linked via Moody’s ID’s to their global companies list, providing holistic data management capabilities within Intapp.

Monarch is a leading expert in the technology stack powering financial services firms, specializing in the implementation, configuration, and consulting of best-in-class platforms like Intapp DealCloud.​ Monarch has completed over 1,800 successful Intapp DealCloud projects, helping investment banks, private equity firms, venture capital firms, and other financial services organizations streamline their operations and maximize their platform investment.​ Their delivery model prioritizes deep industry expertise, tailored services, and hands-on support, ensuring firms can quickly and effectively adopt Intapp DealCloud’s full capabilities. From system implementations and integrations to data migrations and ongoing support, Monarch is committed to providing financial firms with a seamless, efficient DealCloud experience that drives long-term value.​ As an experienced independent Intapp partner, Monarch is trusted by firms across the financial services sector to enhance CRM and workflow efficiency—all powered by highly skilled, U.S.-based talent.​ Learn how Monarch helps Intapp DealCloud fuel growth through implementation support in our easy-read case study.

IT Venture is the leading technical consultancy in the private capital markets.​ As an established Intapp implementation partner, our experience doesn’t end at the PowerPoint. it|venture has worked on in excess of 90+ Global DealCloud implementation projects, from those with tens of users, through to multi-strategy implementations with 500+ users across all business functions. ​ Our team’s experience and unique technical approach allows us to leverage automation techniques in the data migration phase to save time and reduce risk, while our in-house team of developers and data-engineers allows us to deliver integrations between DealCloud and a diverse range of third-party platforms.​ Whether you are a GP, LP or Fund Administrator IT Venture has the experience and expertise to maximize the value your data generates and transform your approach to technology.

The Dun & Bradstreet Data Cloud offers the world’s most comprehensive business data and analytical insights to power today’s most crucial business needs. Access D&B company data directly from within DealCloud and DealCloud to keep your client and prospect data clean, up to date, and complete. Enrich client profiles in real time with more than 140 firmographic attributes. During new client onboarding, automatically populate client profiles and assess payment risk with financial ratings in Intapp Intake. Consolidate conflicts clearance into a single search by directly accessing D&B corporate family trees, beneficial owners, shareholders, and board members – all from within Intapp Conflicts.

Legalytics is a leading global provider of innovative solutions and services across various industries, including Legal, Accountancy, Financial Services, Pensions & Wealth, Professional Services, Telecom, Inspection & Certification, Pharma, and Marketing. Operating in the UK, EMEA, GCC, APAC, Australia, USA, and Canada, Legalytics was founded to support firms from inception to delivery, ensuring high-quality solutions throughout the project lifecycle. With a strong track record of successfully delivering projects for clients of all sizes, Legalytics specializes in key areas such as New Business Intake / Risk & Compliance (Intapp Intake, Conflicts, Terms, Flow), Time Recording (Intapp Time), Client and Matter Security (Intapp Walls), DealCloud (CRM), Content management & collaboration (Intapp Collaboration), Billstream, Lateral Hire, Client Portal, and end-to-end integration using Intapp Integrate/IB and Intapp Integration Services (IIS/Boomi). Legalytics can be engaged for new implementation, migration from onpremise to Cloud, future enhancements and bug fixes to existing solution, ongoing managed services and support. Legalytics excels in Data, Data Warehousing and Reporting Services, offering comprehensive solutions that integrate Intapp products seamlessly with other platforms like Elite 3E, Salesforce, InterAction, Dynamics, Peppermint, Surepoint, Microsoft Tools, STAR, SAP, Aderant, iManage, NetDocuments, and more. Beyond Intapp implementations, Legalytics specializes in AI, data management solutions, self-service financial dashboards in Power BI, SSRS reporting, delivering powerful insights and efficiency to clients.

Lionpoint is a leading global consulting firm, helping private markets firms at critical inflection points to accelerate their growth. With deep industry experience, we’ve assembled a team with the specialized strategy, operations and technology expertise to deliver performance at the highest level. When firms need to reach new heights of performance, Lionpoint equips them with the vision, processes, and technology across the front, middle and back office to deliver a superior experience. As an Intapp implementation partner, Lionpoint has a strong track record of successful DealCloud implementations. Use cases include fundraising, investor relations, deal sourcing & pipeline management, and talent & vendor management. Our focus on program management, change management and user adoption enables firms to address the people and process aspects of an enterprise-wide DealCloud rollout.

Nidaan Systems, Inc. (NSI) is a premier provider of technology solutions, integration, and software development services to mid-to-large Law Firms and Corporate Legal Departments with a proven 17+ years track record. With our strong expertise in development, implementation, integration, and customization of technologies across various business domains, we have delivered a wide variety of products and solutions to simplify and optimize business processes for our customers.  We have built strong expertise in implementing and customizing Intapp Products (Risk, Finance, Collaboration) as well as integrating them with other business systems for Legal and Financial Services clients. We have also developed two compelling products listed below: AP Assistant: An Outlook Add-In that optimizes the workflow of adding email messages and attachments from Outlook to Intapp and related FMS. It improves a law firm’s processes by matching associated emails and documents to related matters and eliminates hard-copy printouts, scanning, redundant back-ups, and significantly aids in proforma invoicing and client Intake. Matter Assistant: Another Outlook Add-In that helps law firms to integrate matter related meta data into Outlook – check contact information, make time entries as well as view the current billing state of the matter on Outlook without logging into Intapp or related FMS.

​Harbor is a globally integrated team of strategists, technologists and specialists focused on helping law firms, corporations, and their law departments achieve breakthrough outcomes. We are also helping to steer a legal industry in the midst of turbulent change. We navigate alongside our clients and partners, providing salient insights, scalable resources, and seasoned advice.​ As a longstanding Intapp services provider, Harbor is your end-to-end professional services partner. Harbor’s 150+ legal tech and ops experts have expertise across all Intapp applications: finance & operations, risk & compliance, CRM & martech, content management & collaboration, and data integration. These specialists have decades of experience – across hundreds of projects – helping clients optimize their Intapp investment with a full range of services: business process innovation, cloud migrations, implementation & upgrades, adoption & training, and ongoing applications management. ​ We offer best-in-class integration of Intapp applications with other mainstream applications, including Elite 3E, Aderant, Salesforce, InterAction, Dynamics, Surepoint, Microsoft Tools, STAR and more. We can also readily deploy from a deep bench of experts in advanced technologies like AI and modern data storage and analytics approaches, helping your firm navigate to its desired future state.​

Find out how DealCloud has improved deal tracking, relationship management, and investor relations at Balfour Pacific.

Read our guide to why commercial real estate (CRE) firms require unique, purpose-built pipeline management solutions.