DealCloud (Intapp)
VerifiedAI powered deal and relationship intelligence platform for private capital and professional firms
See all screenshots - Deployment Cloud Based
- Starting price Custom
- Free trial Not offered
- Best for SMEs, Enterprises
What is DealCloud (Intapp)?
DealCloud, part of Intapp, is a deal and relationship management platform built for private capital firms, investment banks, law firms, and other professional services organizations. It centralizes pipeline management, relationship intelligence, and workflow automation, automatically capturing activity from Outlook and enriching records with third party market data such as Preqin and PitchBook.
The platform includes AI features such as DealCloud Activator for relationship signals, Smart Tags for identifying companies and contacts in text, and a mobile app for accessing dashboards and logging notes offline. Pricing is not publicly disclosed and is quoted per firm through Intapp's sales team.
Key Features of DealCloud (Intapp)
DealCloud (Intapp) lists 8 documented features, including AI driven relationship intelligence that surfaces opportunity and risk, Zero entry activity capture from Outlook and Teams and Configurable pipeline and deal stage workflows. The list below covers what the product does rather than how it is marketed.
- AI driven relationship intelligence that surfaces opportunity and risk
- Zero entry activity capture from Outlook and Teams
- Configurable pipeline and deal stage workflows
- Data enrichment from Preqin, PitchBook, and FactSet
- DealCloud Activator with relationship and opportunity signal alerts
- Mobile app with offline note capture and calendar sync
- Embedded compliance with role based permissions and audit trails
- Conversational AI for querying firm data in plain English
DealCloud (Intapp) Pricing
DealCloud (Intapp) lists 1 plan without published figures. Pricing is quoted on request.
Custom
Custom
Intapp does not publish DealCloud pricing; cost depends on user count, modules, and firm size and requires contacting sales for a quote.
DealCloud (Intapp) Specifications
DealCloud (Intapp) is available on web app and has iOS and Android apps. It offers an API.
- Deployment
- Cloud Based
- Billing cycle
- Yearly
- Desktop
- Web App
- Mobile
- iOS
- Android
- Languages
- English
- Built for
- SMEs
- Enterprises
- Support
- Phone
- Training
- Integrations
- Microsoft Outlook, Microsoft Teams, Preqin, PitchBook, FactSet, Intapp Integration Service
- Public API
- Yes
- Free trial
- No
- Free plan
- No
- Runs in browser
- Yes
- Customisable
- Yes
- Website
- intapp.com
DealCloud (Intapp) Videos
DealCloud (Intapp) Comparisons
Side by side comparisons of DealCloud (Intapp) against 3 other Financial CRM Software options listed here.
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