Intapp DealCloud is a cloud-based CRM and deal management platform designed for financial services firms�especially those in private capital, investment banking, real estate, and legal advisory. It helps professionals manage relationships, track deal flow, and analyze pipelines in real time, all while leveraging AI to highlight opportunities and risks. What sets DealCloud apart from generic CRMs is its vertical-specific design. It's built from the ground up for capital markets, with deal lifecycle tools, industry taxonomy, and compliance controls already baked in. From origination to execution, DealCloud offers a unified system to run your firm�s most important processes.
Intapp DealCloud Review Summary Performance Score
A+
Content/Output Quality
Enterprise-Grade & Insightful
Interface
Configurable & Relationship-Centric
AI Technology
- Predictive Insights
- Relationship Intelligence
- Smart Alerts
Purpose of Tool
Manage relationships, deal pipelines, and execution workflows
Compatibility
Web-Based + Desktop Integrations
Pricing
Enterprise pricing; contact sales for custom quote
Who is Best for Using Intapp DealCloud?
- Investment Bankers: Use DealCloud to manage mandates, track engagements, and gain visibility across active and historical deals.
- Private Equity Firms: Rely on it for sourcing, due diligence, and fund deployment analysis�all in one platform.
- Real Estate and Infrastructure Investors: Manage assets, relationships, and pipelines with structured data and alerts.
- Corporate Development Teams: Use DealCloud to centralize opportunities, track targets, and align internal strategy with market trends.
Intapp DealCloud Key Features Deal & Relationship CRM
Pipeline Tracking & Forecasting
AI-Powered Alerts & Insights
Customizable Dashboards
Industry-Specific Data Models
Compliance & Risk Monitoring
Collaboration & Workflow Tools
Email & Calendar Sync
BI Reporting & Analytics
Is Intapp DealCloud Free?
No, Intapp DealCloud is an enterprise-grade solution with custom pricing tailored to the needs of each firm. Interested firms must contact sales to receive a demo and pricing package based on user count, integrations, and industry type.
Intapp DealCloud Pricing
- Enterprise Pricing: Contact sales for a custom quote based on user count, integrations, and industry type.
Intapp DealCloud Pros & Cons
Built specifically for capital markets and advisory firms
Centralizes CRM, pipeline, and analytics in one place
Highly configurable for complex workflows
Strong AI-powered data surfacing
Integrates with email, calendars, and internal systems
No free plan or trial available
Requires onboarding and customization support
Might be too complex for small teams or startups
Only enterprise pricing�no transparent public plans
Learning curve for non-financial users
