About DealCloud – our story & history

What we believe


We believe that capital markets technology solutions must have the flexibility to adapt to meet each firm’s unique needs. We also believe that generic CRMs like Salesforce, Microsoft, and the resellers of these platforms will never achieve a firm’s desired outcome, because the underlying technology cannot be retrofitted to manage the complex relationships and deal structures of the capital markets. We believe our unique understanding of investors and advisors has enabled us to create an alternative to these generic platforms that delivers unrivaled value to our clients.


We embrace the complexities of the industry and are squarely focused on helping capital markets firms drive market-leading outcomes.

Our history

DealCloud, an Intapp company, was founded in 2010 by a team of former deal professionals with deep knowledge of the capital markets. In 2018, we joined Intapp — the market-leading cloud solution provider in the professional services industry — to help partner-led firms shift to a modernization strategy and gain a growth edge in today’s competitive marketplace. Together, we are transforming the way dealmaking is done.


Founded in Charlotte, NC


Expanded into NYC market with office in Hoboken, NJ


Launched next generation deal, relationship, and fund management platform


Launched DealCloud DataCortex product


Opened first office in London
Expanded EMEA operations


Expanded NYC area presence with new Jersey City office


Teamed up with Intapp


Launched DealCloud Dispatch product


Opened state-of-the-art office in Charlotte, NC


1,000+ Clients (and counting!)

Invest in the future of your firm

In order to stay competitive in an increasingly fragmented and crowded market, firms are being tasked with modernizing every aspect of their operations, from organizational structure to business development to execution. And in order to preserve a culture of success and to attract top talent, firms are also expected to be innovative in how they use technology.


Don’t go it alone. Choose to work with DealCloud.


We have served as a partner and change maker for thousands of capital markets firms to date. Our dedicated teams are available to provide guidance, and we’re proud to share our best practices and blueprints for making modernization faster and more meaningful.

Deals are complex.
That’s why there’s DealCloud.


See a demo of the platform today!

Schedule a demo - pop-up modal

Please fill out the form below to request a DealCloud demo. One of our team members will contact you shortly to schedule a time to speak.
1Asset 12

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

Download our brochure.


Schedule a Demo