Product Business Settings

DealCloud is popular in Financial Services, Banking, and Management Consulting industries and is widely used by Small Business, Enterprise, and Mid Market.

Integrations

Marketing Data Intelligence

DealCloud Product Overview

Dealcloud, Intapp | Intelligence Applied offers AI-powered software solutions designed for professionals. Their tools enhance productivity and decision-making processes.

How satisfied the customers are with DealCloud use-cases

Reviews

"We looked at a number of solutions to help us manage our deal flow, execution, and relationship management. What stands out about DealCloud is that their technology was built with intimate knowledge of the needs of investors and what it means to man...age deals and relationships across the entire lifecycle. DealCloud has become essential to my day and it has made our whole team more efficient as we collaborate and is especially useful in a world that suddenly relies on more remote work and interactions." - Paul Jordan
"We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel... and investment work stream characteristic in making direct investments in private equity and venture capital." - Gregory Lindae

DealCloud Customer Insights, Testimonials and Case Studies

What solutions does DealCloud provide for Relationship Management?

What solutions does DealCloud provide for Deal Management?

Why is DealCloud the best choice for Promotion Management?

Why is DealCloud the best choice for Discount Management?

Why is DealCloud the best choice for International Marketing?

What is DealCloud?

DealCloud is the leading CRM, deal sourcing, and fund management platform for the capital markets to deliver vertical-specific solutions and execute deals at the highest level. It helps to scale best practices and grow market share.

DealCloud harnesses the cumulative intellectual capital of the people and processes, helps to manage relationships, execute deals, and easily connect with external solutions and third-party data providers. It helps in transforming the knowledge into actionable intelligence.

DealCloud provides unified deal, relationship, fund, and compliance management solutions that help every dealmaker and investment professional drive meaningful outcomes and to empower leadership to strategically grow the firm, the DealCloud software unifies the entire deal lifecycle from strategy through origination and execution.

What is DealCloud used for?

DealCloud is a CRM Software mainly used by its customers to Scale Best Practices and Grow Market Share by Relationship Management, Deal Management and Promotion Management .

What are the top features of DealCloud?

Personalization, Recording and Dashboard are some of the top features of DealCloud.

Who uses DealCloud?

DealCloud is used by Financial Services, Banking and Management Consulting among other industries.

What are DealCloud alternatives?

Scratchpad, Monday Sales CRM, Pipeliner CRM and Eway CRM are popular alternatives for DealCloud.

Where is DealCloud located?

DealCloud is headquartered at 3101 Park Boulevard Palo Alto, CA 94306.

245 buyers and buying teams have used Cuspera to assess how well DealCloud solved their CRM needs. Cuspera uses 769 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
DealCloud testimonial

Paul Jordan

Vice President

Activate Capital

We looked at a number of solutions to help us manage our deal flow, execution, and relationship management. What stands out about DealCloud is that their technology was built with intimate knowledge of the needs of investors and what it means to manage deals and relationships across the entire life...cycle. DealCloud has become essential to my day and it has made our whole team more efficient as we collaborate and is especially useful in a world that suddenly relies on more remote work and interactions.

Testimonial By Paul Jordan
DealCloud testimonial

Gregory Lindae

Managing Director

Anthos

We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel and investment work stream characteristic in maki...ng direct investments in private equity and venture capital.

Testimonial By Gregory Lindae
DealCloud testimonial

Simon Danielli

Head of Special Projects

Agathos

We were very aware that we didn't have to reinvent the wheel when it came to tech. We have followed DealCloud closely over the last couple of years and it became evident through the scoping process that DealCloud was best in class. The platform provides unparalleled degrees of flexibility enabling ...us to use data as effectively as possible across all areas of deal and relationship management. We will also use it for investor relations as we hold further closes throughout 2021 after the recent launch of our second fund. Remote working conditions have put greater demands on efficient technology and having DealCloud in place will provide a step-change improvement to how we can operate and help to optimise our performance in deploying Fund II.

Testimonial By Simon Danielli
CUSTOMERS TESTIMONIALS
DealCloud testimonial

Paul Jordan

Vice President

Activate Capital

We looked at a number of solutions to help us manage our deal flow, execution, and relationship management. What stands out about DealCloud is that their technology was built with intimate knowledge of the needs of investors and what it means to manage deals and relationships across the entire life...cycle. DealCloud has become essential to my day and it has made our whole team more efficient as we collaborate and is especially useful in a world that suddenly relies on more remote work and interactions.

Testimonial By Paul Jordan
DealCloud testimonial

Gregory Lindae

Managing Director

Anthos

We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel and investment work stream characteristic in maki...ng direct investments in private equity and venture capital.

Testimonial By Gregory Lindae
DealCloud testimonial

Simon Danielli

Head of Special Projects

Agathos

We were very aware that we didn't have to reinvent the wheel when it came to tech. We have followed DealCloud closely over the last couple of years and it became evident through the scoping process that DealCloud was best in class. The platform provides unparalleled degrees of flexibility enabling ...us to use data as effectively as possible across all areas of deal and relationship management. We will also use it for investor relations as we hold further closes throughout 2021 after the recent launch of our second fund. Remote working conditions have put greater demands on efficient technology and having DealCloud in place will provide a step-change improvement to how we can operate and help to optimise our performance in deploying Fund II.

Testimonial By Simon Danielli
 

Ostberg Sinclair & Co adopts Intapp Collaboration to activate collective firm intelligence

Ostberg Sinclair & Co, a UK tax advisory firm, has adopted Intapp Collaboration to enhance document management and knowledge sharing using Microsoft 365. The solution centralizes documents and commun...ications, improving workflow efficiency and supporting strategic growth. Deployment was facilitated by Forge Software, ensuring rapid adoption. This implementation exemplifies Intapp's role in modernizing professional services.

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Infinedi Partners chooses Intapp , Inc ( INTA ) DealCloud

Infinedi Partners has selected Intapp's DealCloud platform to manage its deal pipeline and business development. The private equity firm aims to leverage DealCloud's AI-driven tools to enhance operat...ional efficiency and gain real-time insights, aligning with its growth strategy.

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Infinedi Partners chooses Intapp DealCloud to accelerate firm growth through AI innovation

Infinedi Partners, a private equity firm, has selected Intapp's DealCloud to enhance its pipeline and relationship management using AI. This adoption aligns with Infinedi's strategy for agile technol...ogy integration, aiming to boost productivity and capacity. Intapp DealCloud will centralize data, automate processes, and provide actionable insights, enabling Infinedi to make informed, data-driven decisions and streamline operations.

Read on →

Armstrong Watson - Accounting

Intapp Collaboration and Intapp Workspaces help Armstrong Watson support remote workers. The accounting firm uses these tools to improve Microsoft-based collaboration and manage content. The solution... makes it easier for teams to work together from different locations. Armstrong Watson benefits from streamlined workflows and better communication. The tools help the firm deliver services to clients more efficiently.

Read on →

FSN Capital - Financial Services

Intapp DealCloud helps FSN Capital manage their deal pipeline and relationships. FSN Capital is a private equity investment advisor with offices in Oslo, Stockholm, Copenhagen, and Munich. They use D...ealCloud to improve their deal pipeline processes. The platform also supports their relationship and investor relations activities. This helps FSN Capital work more efficiently.

Read on →

University of Cambridge Investment Management Limited - Financial Services

Intapp DealCloud and Intapp Employee Compliance help University of Cambridge Investment Management Limited manage data and automate trade pre-clearance. The company centralizes its data using these t...ools. This improves compliance and streamlines operations. The solution supports better data management for financial services.

Read on →
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Peers used DealCloud for relationship management and deal management

DealCloud Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.76/5

Read Reviews (5)
Analytics

4.94/5

Read Reviews (67)
Custom Reports

4.57/5

Read Reviews (74)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.76/5

Read Reviews (5)
Analytics

4.94/5

Read Reviews (67)
Custom Reports

4.57/5

Read Reviews (74)

Software Failure Risk Guidance

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for DealCloud

Overall Risk Meter

Low Medium High

Top Failure Risks for DealCloud

Integration Appliance Inc News

Financial
 

Intapp announces second quarter fiscal year 2026 financial results - 01net

Intapp reported its second quarter fiscal year 2026 financial results, highlighting a 28% increase in SaaS revenue to $102.5 million and a 31% rise in cloud annual recurring revenue to $433.6 million. The company also noted a strong cloud net revenue retention rate of 124% and provided an optimistic outlook for the third quarter and full fiscal year 2026.

Partnership
 

Monarch Marks Strong Q4 With Intapp Partnership Expansion

Monarch Financial Technology Solutions has expanded its partnership with Intapp to include a reseller agreement for DealCloud and support for accelerated deployment. This collaboration aims to enhance Monarch's service offerings in the private capital markets by providing comprehensive implementation and enablement support, ensuring effective technology adoption and operation.

Financial
 

Intapp to announce fiscal second quarter 2026 financial results on February 3, 2026 - Business Wire

Intapp will announce its fiscal second quarter 2026 financial results on February 3, 2026.

Partnership
 

Intapp + Monarch: accelerating DealCloud adoption in private capital firms

Intapp has expanded its partnership with Monarch to include reselling DealCloud and offering accelerated deployment services. Monarch aids capital markets firms in optimizing their technology stack, enhancing DealCloud adoption and ROI. This partnership aims to help clients achieve operational precision and speed in competitive markets.

Integration Appliance Inc Profile

Company Name

Integration Appliance Inc

Company Website

//intapp.com

HQ Location

3101 Park Boulevard Palo Alto, CA 94306

Employees

251-500

Social

Financials

PRIVATE