About Intapp DealCloud
Overview
Intapp DealCloud is the AI-powered deal and relationship intelligence platform built for professional firms. It embeds AI-driven intelligence directly into daily workflows to help private capital, investment banking, legal, accounting, and consulting firms originate deals, execute transactions, and grow relationships.
DealCloud serves as a system of record for deals, matters, fundraising, and client relationships. Leading firms such as Hamilton Lane, Raymond James, Taylor Wessing, and Haven Capital rely on it to consolidate data and drive firmwide growth.
Key Benefits
- Ask questions in plain English and receive instant answers from firm data with conversational AI
- Automate core deal tasks with pre-built playbooks and agentic workflows
- See every relationship across the firm through relationship maps, scores, and outcome attribution
- Capture emails and meetings automatically from Outlook with zero manual entry
- Enrich records automatically with Intapp Data and premium market feeds such as Preqin, PitchBook, and FactSet
- Standardize best practices with configurable workflows, automation, and embedded compliance
How It Works
DealCloud continuously analyzes relationships, communications, deal flow, matters, and engagements to surface opportunities, flag risk, and recommend next steps in context. Users query the data in plain English, delegate routine tasks to agentic workflows, and manage the full investment or client lifecycle from one platform.
Use Cases
- Private capital teams run the full investment lifecycle, from sourcing and screening to diligence, IC prep, and exit execution
- Investment bankers track coverage, capture mandates, prepare pitches with market intelligence, and manage engagements through close
- Legal firms manage pursuits from lead to win, reveal cross-sell opportunities, and produce proposals with AI-assisted drafting
- Accounting and consulting firms coordinate cross-service-line pursuits, monitor live engagements, and protect margins
- Fundraising and IR teams manage LP relationships, pipelines, and capital activity in a controlled system of record
Why Choose This Product
DealCloud is built for regulated markets, combining market-leading ethical walls, confidentiality, and security with transparent AI governance and unified security controls. It runs on Azure-backed, always-on cloud infrastructure with multi-region redundancy, and pre-built integrations with a partner ecosystem reduce IT burden and total cost of ownership.
Intapp DealCloud Pros & Cons
- Conversational and agentic AI surface insights and automate deal workflows
- Zero-entry capture logs emails and meetings automatically from Outlook
- Enriches records with Intapp Data plus Preqin, PitchBook, and FactSet feeds
- Role-based permissions, ethical walls, and audit trails for regulated firms
- Prebuilt workflows for private capital, investment banking, legal, accounting, and consulting
Key Features
Conversational AI
Users ask questions in plain English and receive immediate answers from their firm's DealCloud data.
Agentic workflows
Pre-built playbooks and agentic workflows automate core tasks to accelerate deal execution.
Relationship intelligence
DealCloud uncovers warm paths, measures relationship strength, and links mandates, deals, and revenue to the relationships that created them.
Zero-entry capture
Emails and meetings from Outlook are captured automatically to build a complete engagement record with AI summaries and next steps.
Configurable workflows
Scalable workflows align processes to the firm's operating model and trigger tasks, approvals, and escalations with rule-based logic.
Industry data foundation
Prebuilt data models for private capital, investment banking, legal, and advisory come with a relational intelligence graph that connects people, companies, funds, matters, and deals.
Data enrichment
Intapp Data enriches profiles with firmographic data on more than 14 million companies and 200 million contacts, alongside feeds from Preqin, PitchBook, and FactSet.
Compliance and security
Role-based permissions, ethical walls, and audit trails protect sensitive data and support secure collaboration in regulated firms.
Intapp DealCloud Pricing
Pricing extracted from the product website and may change. Check the source for current details.