DealCloud

What is DealCloud?

DealCloud by Intapp is a comprehensive deal and relationship management platform designed specifically for capital markets and financial services firms. It centralizes firm and market intelligence into a single source of truth, enabling teams to source opportunities, manage pipelines, and close deals faster with real-time insights. Leveraging applied AI, DealCloud automates workflows, enhances collaboration, and integrates seamlessly with third-party data providers and enterprise applications to support the entire deal lifecycle from origination to execution.

Key Features

• Unified Deal and Relationship Management

  Centralizes firm and market data to provide a single source of truth for deal tracking, relationship intelligence, and pipeline management.

• Applied AI and Automation

  AI-powered deal summaries, relationship scoring, and automated workflows accelerate decision-making and reduce manual effort.

• Customizable Workflows and Dashboards

  Configurable workflows, dashboards, and reports tailored to firm-specific processes improve visibility and operational efficiency.

• Robust Integration Ecosystem

  Seamlessly connects with third-party financial data providers like PitchBook, Preqin, and FactSet, as well as Microsoft 365 and Outlook for enhanced data capture and collaboration.

• Comprehensive Compliance and Risk Management

  Built-in tools for conflict management, audit trails, and permissions ensure regulatory compliance and data security.

• Mobile Access and Collaboration

  Mobile applications for iOS and Android enable deal teams to access data, update records, and collaborate from anywhere.

Use Cases

• Private Equity and Investment Banking : Manage complex deal pipelines, track relationships, and execute transactions efficiently across multiple teams.
• Fundraising and Investor Relations : Maintain centralized communication with limited partners, monitor fundraising progress, and generate investor reports.
• Real Assets and Infrastructure : Leverage property intelligence, mapping tools, and market analysis to manage real asset deals and portfolios.
• Corporate Development : Streamline mergers and acquisitions processes with integrated deal tracking, due diligence, and compliance workflows.
• Marketing and Business Development : Use advanced email marketing analytics and relationship insights to identify and nurture high-potential leads.

FAQs