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DealCloud (Intapp)

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AI powered deal and relationship intelligence platform for private capital and professional firms

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  • 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
  • Email
  • 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) Screenshots

DealCloud (Intapp) Comparisons

Side by side comparisons of DealCloud (Intapp) against 3 other Financial CRM Software options listed here.

DealCloud (Intapp) Reviews

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DealCloud (Intapp) FAQs

It is used by private capital firms, investment banks, and professional services firms to manage deal pipelines, relationships, and business development workflows.

No, Intapp does not publish DealCloud pricing publicly; quotes vary widely based on user count, modules, and firm size.

Yes, it offers a mobile app for accessing dashboards, reports, and documents with offline note capture.

DealCloud integrates with third party data providers such as Preqin, PitchBook, and FactSet for data enrichment.

DealCloud is owned and operated by Intapp, a professional services software company headquartered in Palo Alto, California.