Deal, Relationship, and Pipeline Management Solution

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Asset Classes

All Asset Types

Topics Covered
  • Application Connection
  • Deal Management Platform
  • Portfolio Analytics & Reporting

DealCloud technology empowers you to harness the cumulative intellectual capital of your people and processes. With our platform, you’ll get a single source of truth to help you manage relationships, execute deals, and easily connect with external solutions and third-party data providers. You have the knowledge, and DealCloud has a proven track record for transforming that knowledge into actionable intelligence.

Business Development: Increasing competition is driving firms to invest more and more into their relationship management and business development software and programs. Continuous fragmentation of the market makes it harder and harder to determine whether you’re spending time with the right people. In order to succeed, capital markets professionals must embrace the role of technology in drumming up new opportunities. DealCloud provides business development professionals with purpose-built dealmaking and marketing tools to help them work smarter, not harder.

Relationship Intelligence: With competition and dry powder more prevalent than ever, it’s critically important for professionals in the capital markets to keep their strategies close and their relationships closer. With DealCloud — the leading capital markets CRM solution in multiple countries, including the U.S., Germany, India , and more — it’s possible. Because of the increasingly complex nature of these relationships, Rolodexes and spreadsheets are no longer the best tool for the job. DealCloud’s CRM platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence.

Pipeline Management: In today’s competitive investment landscape, monitoring the progress of every deal is a necessity. Market forces and increasing LP expectations demand that firms get better at moving deals from stage to stage faster, and with more precision. Investing in DealCloud’s deal pipeline management software is one of the best ways to avoid an unexpected deal failure, so the most successful dealmakers leverage real-time data to guide their day-to-day actions. Without a single source of truth for this data, dealmakers are left with questions, confusion, and disorganization.

3rd Party Data Integrations: The DealCloud DataCortex solution allows you to search and query third-party data sets directly from within the DealCloud platform, eliminating the need to toggle back and forth between sites. With DataCortex, capital markets professionals have access to industry contact data, private and public company data, deals, news, and sources. We’ve proudly partnered with some of the best capital markets data providers, and we will continue to integrate with more data sources over time.

Marketing: For financial services professionals, relationships are paramount. We believe that marketing analytics should be put in the hands of deal and fund professionals, where it can be used to fuel day-to-day interactions and conversations. With DealCloud Dispatch, our financial services marketing software, you can view email campaign activity, performance metrics, analytics, and more within your existing DealCloud instance. This integration makes it easier than ever for team members to gather a full and transparent view of every deal and every relationship. The DealCloud Dispatch marketing platform centralizes a capital markets firm’s business development and marketing activities into one, unified platform. In addition to viewing your automated email campaign activity, our financial services marketing software allows members of your marketing and business development team to create custom landing pages and web forms to track conversions and engagement (opens, clicks, etc.) Together, these data points create a true single source of truth for all relationship intelligence. Using the DealCloud Dispatch marketing platform can help your marketing and business development team drive new opportunities and nourish existing relationships in a scalable way.

Fundraising & Investor Relations: Today, investor relations (IR) and fundraising professionals are expected to synthesize complex data to tell a story about fund performance and progress towards fundraising goals. When it comes time for capital calls and deal roadshows, these professionals must have access to real-time analytics. Gone are the days of housing institutional knowledge in a software platform built for another business model ― instead, IR and fundraising teams are operationalizing their efforts by leveraging DealCloud, a purpose-built solution. With DealCloud, the entire firm — from sourcing and origination, to LP communications, is made easy. By centralizing all of the firm’s most critical proprietary and third-party data, DealCloud enables the entire firm, including fundraising and investor relations managers, to have visibility and insight into the firm’s key activities and initiatives.

Reporting & Analytics: Today’s most successful capital markets firms rely on reports and data analytics to inform their decision-making and strategy development. With transactions constantly evolving, dealmakers need real-time reports that help them zero in on the most time-sensitive and high-priority items. DealCloud unifies data, systems, and people with fully interactive reporting on your most important metrics, accessible anywhere, at any time. And since DealCloud was designed with the busy dealmaker in mind, every dashboard, chart, graph, tear sheet, data sheet, and profile can be customized to meet each user’s preferences and interests.

Compliance: Today, mounting market forces place escalating demands on advisors and capital markets participants to transform the ways they operate. They must ensure compliance with evolving, ever-stricter regulatory rules, increasing client demands, and pressures to continually increase the efficiency of their operations. In response to these demands, firms leverage the DealCloud suite of compliance solutions to streamline the identification and management of conflicts of interest at all stages of a deal and manage confidential information through NDA management alongside restricted lists and watch lists. You’ll accelerate conflicts review and resolution by streamlining critical risk-management activities within a unified deal, relationship, and compliance management platform. Our sophisticated and diligent data protection, storage, and privacy practices are designed to meet the risk and compliance needs and concerns of firms ranging to small private entities to large publicly-traded firms.

About Intapp


Intapp provides cloud software solutions that address the unique operating challenges and regulatory requirements of the global professional and financial services industry. Our solutions help premier private capital, investment banking, legal, accounting, and consulting firms connect their most important assets: people, processes, and data. As part of a connected firm, professionals gain easy access to the information they need to win more business, increase investment returns, streamline deal and engagement execution, and strengthen risk management and compliance.

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