Brief:
The ultimate guide to corporate development reporting

Download DealCloud’s guide on report types and advanced capabilities that will help drive your corporate development success in 2023.

Download the brief now

E-book:
Building more profitable relationships in CRE

This e-book is an exploration of commercial real estate (CRE) relationship management – what it is and why it’s more important in 2023 than ever before.

Download the e-book here

“DealCloud has been an effective tool in helping us manage pipeline and relationships more effectively.”

Download the HCAP Partners case study

Conflicts Management:

5 questions to ask your deal conflicts software provider

Download now

Not just a CRM

Deal, relationship,
and pipeline management

DealCloud’s software enables financial and professional services firms to power the dealmaking process — from strategy to origination to execution.

Schedule a demo

Cloud-based financial services software for deal sourcing and fund management.

Our platform

Not just a CRM: All-inclusive financial and professional services software

Our data-powered platform delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels. We know that no two firms are exactly the same. That’s why we built our financial and professional services platform to be flexible and easily configured to meet the changing needs of private equity, growth equity, venture capital, real estate, and credit investors, as well as highly acquisitive private and public companies, investment banks; and legal, accounting, consulting, and M&A advisory firms.

We provide more than a CRM. No matter your organizational structure, strategy, mandate, or fund size, DealCloud’s cloud-based software creates a single source of truth for your firm’s institutional knowledge.

Business development

Relationship management

Pipeline management

Data management

Third-party data integrations

Marketing

Fundraising and investor relations

Reporting and analytics

Compliance

Learn more about our platform

Schedule a demo

The company we keep

Vertical-specific solutions

To date, we have equipped the world’s most active professionals with the solutions they need to be more effective and more competitive. Explore our financial and professional services software from the seat of professionals in various verticals and contact us to schedule a demo.

Corporate development

Real estate

Credit and leveraged finance

Want to learn more about our platform and the markets we serve?

Download our brochure.

Providing the intelligence modern dealmakers need

DealCloud provides deal professionals with the insights they need to execute on their CRM initiatives and technology transformation efforts, as well as day-to-day deal, relationship, and firm management activities.

Check out our resources

McCabes Lawyers selects Intapp to strengthen client relationship management

Leading Australian law firm McCabes Lawyers have selected Intapp to enhance client relationship management. With Intapp’s relationship intelligence and email marketing capabilities, McCabes can better support its clients and the firm’s growth strategy.

DealCloud Differentiators: Google extensions

DealCloud’s Google Chrome extension seamlessly integrates DealCloud data, reports, and workflows into the G Suite applications your professionals use every day Transform how your firm manages deals with the DealCloud Google Chrome extension. This integration links DealCloud to Gmail and Google Calendar within the Chrome browser to help your firm...

DealCloud wins Best Deal Origination Technology at the Private Equity Wire U.S. Awards 2021

Readers of Private Equity Wire, a leading industry publication for the capital markets, named DealCloud Best Deal Origination Technology. The awards recognize excellence among fund managers and service providers, highlighting the achievements of leaders and innovators in a dynamic industry.

DealCloud wins “Best Secure Work-Flow Management Provider” at 2021 Private Equity Wire European Awards

JERSEY CITY, N.J.—March 31, 2021 – DealCloud, a leading provider of deal, relationship, and firm management solutions for capital markets firms, was named winner in the “Best Secure Work-Flow Management Provider” category at the 2021 Private Equity Wire European Awards. The awards celebrate excellence across a wide range...

DealCloud wins “Investment Tech of the Year” at 2021 US FinTech Awards

JERSEY CITY, N.J.— May 5, 2021 — Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announces its DealCloud solution  was named winner of...

McCabes Lawyers selects Intapp to strengthen client relationship management

Howard Kennedy leveraging Intapp to better foster connectivity between people, processes, and data

London-based law firm Howard Kennedy is augmenting its client relationship management and timekeeping practices using DealCloud and Intapp Time.

Brief: The ultimate guide to corporate development reporting

E-book: Building more profitable relationships in CRE

“DealCloud has been an effective tool in helping us manage pipeline and relationships more effectively.”

Conflicts Management:

5 questions to ask your deal conflicts software provider

Not just a CRM

Deal, relationship, and pipeline management

DealCloud’s software enables financial and professional services firms to power the dealmaking process — from strategy to origination to execution.

Cloud-based financial services software for deal sourcing and fund management.

Not just a CRM: All-inclusive financial and professional services software

The company we keep

Vertical-specific solutions

Want to learn more about our platform and the markets we serve?

Download our brochure.

Providing the intelligence modern dealmakers need

McCabes Lawyers selects Intapp to strengthen client relationship management

DealCloud Differentiators: Google extensions

DealCloud wins Best Deal Origination Technology at the Private Equity Wire U.S. Awards 2021

DealCloud wins “Best Secure Work-Flow Management Provider” at 2021 Private Equity Wire European Awards

DealCloud wins “Investment Tech of the Year” at 2021 US FinTech Awards

Chosen by top global financial and professional services firms

McCabes Lawyers selects Intapp to strengthen client relationship management

Howard Kennedy leveraging Intapp to better foster connectivity between people, processes, and data

Schedule a demo

Brief:
The ultimate guide to corporate development reporting

E-book:
Building more profitable relationships in CRE

Deal, relationship,
and pipeline management