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 |
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| 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
Pros
- 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
Cons
- 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
FAQs
What industries does DealCloud serve best?
It’s ideal for financial professionals—investment banking, private equity, real estate, infrastructure, and legal advisory teams.
Can DealCloud integrate with Microsoft Outlook or Gmail?
Yes, it supports email and calendar sync to ensure seamless communication tracking across platforms.
Does DealCloud offer any AI features?
Yes. DealCloud provides relationship intelligence, predictive alerts, and workflow suggestions to help teams move faster with more insight.
