Deal Management, CRM & Pipeline AI-powered Verified

Intapp DealCloud

United States

Intapp DealCloud is an AI-powered deal and relationship intelligence platform that centralizes deal flow, relationship data, and firm intelligence in a compliance-aware environment for financial and professional services firms. It provides a single hub to coordinate pipelines, client and intermediary relationships, and cross-firm workflows, helping teams originate smarter, execute deals more efficiently, and grow faster.

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Key features

  • Relationship intelligence – continuously analyzes communications, interactions, and deals across systems (e.g., Microsoft Exchange, Google Workspace) to surface opportunities, flag risk, and recommend next steps, while showing who knows whom and how well across the firm, with relationship scoring and insights.
  • Zero-entry activity capture – automatically logs emails, meetings, and related events from Outlook and other connected systems to keep CRM and pipeline data current without manual entry.
  • Configurable workflows & data models – industry-specific schemas and configurable workflows standardize best practices, enforce governance, and support complex processes across private capital, banking, and advisory.
  • Pipeline & deal management – end-to-end deal views, bidder lists, staffing, and analytics for sourcing, execution, and fundraising.
  • Data enrichment – integrates Intapp Data and premium market feeds (e.g., Preqin, PitchBook, FactSet and S&P Global Market Intelligence) to enrich firms’ own records with firmographic, transaction, and relationship data.

AI capabilities

Intapp DealCloud has agentic AI powered by Celeste. Celeste can help firms to analyze firm and market data, harvest relationship metadata, score relationships, generate summaries, and recommend next actions, while enriching records with external data feeds under governed AI controls.

Integrations

Intapp DealCloud integrates with Microsoft Outlook/Exchange and Teams, Google Workspace, Intapp Data, and premium market feeds such as Preqin, PitchBook, FactSet, and S&P Global Market Intelligence, as well as a broad range of third-party software through pre-built integrations, connectors, and APIs.

More information

DealCloud was founded around 2010 by deal professionals focused on private capital markets, then acquired by Intapp in 2018 and integrated into Intapp’s industry-specific cloud for professional and financial services. Today, Intapp DealCloud is positioned as Intapp’s flagship AI-powered CRM and deal management solution for regulated firms globally, combining original DealCloud capabilities with Intapp’s governed AI and data services.

What Makes Intapp DealCloud Different

Key differentiators highlighted by the vendor.

  1. Combines CRM, deal management, and embedded AI in a single platform designed for private capital and investment banking.
  2. Offers deep, industry-specific data models and rich third-party data enrichment within the same system, reducing manual data stitching.
  3. Delivers governed, enterprise-grade AI on top of sensitive client and deal data, backed by Intapp’s focus on regulated firms.

Key facts

Year founded
2010
Pricing
Subscription – enterprise SaaS pricing based on users, modules, and data consumption, sold directly to financial and professional services firms.
Deal stage
All
Target market
Corporate M&A • M&A Advisory • Private Capital • Venture Capital • Asset Managers • Investment Banking • Law Firms • Corporate Development • Real Estate Investment • Financial Advisory

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