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Intapp DealCloud Support Community Training Status Investors
Solutions
DealCloud solutions
Employee compliance Business development Relationship management Pipeline
management Data management Third-party data integrations Marketing Fundraising
and investor relations Reporting and analytics Conflicts management Productivity
and collaboration
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Leveraged Finance Venture Capital Real Estate Fund of Funds Legal Transaction
Advisory Corporate Development Limited Partners Family Offices Placement Agents
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Paragon Data Labs is now part of Intapp
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Paragon Data Labs is now part of Intapp
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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
Click for sound
THE COMPANY WE KEEP
Read more about our clients
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.
Private equity
Growth equity
Venture capital
Fund of funds
Investment banking
Family offices
Corporate development
Real estate
Credit and leveraged finance
Limited partners
Placement agents
Hedge funds
Secondaries
WANT TO LEARN MORE ABOUT OUR PLATFORM AND THE MARKETS WE SERVE?
DOWNLOAD OUR BROCHURE.
* Full name*
* Company*
* Email*
* Phone number*
* Consent*
By submitting, you confirm that you agree to the storing and processing of
your personal data by DealCloud as described in our Privacy Policy. You may
unsubscribe from our emails at any time.
*
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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
PREQIN AND DEALCLOUD: 3 DATA MANAGEMENT USE CASES
To move quickly, stay organized, and keep ahead of the competition, today’s
firms require a well-connected technology ecosystem. Critically, the most
successful firms aren't just using their technology platforms to house pipeline
and relationship information anymore. They're now using industry-specific
platforms that let them access real-time, actionable data...
Read more
THE BLOOM ORGANIZATION SELECTS DEALCLOUD TO ENHANCE DEAL FLOW AND REPORTING
The Bloom Organization, an Aventura, Florida–based investment bank specializing
in health care mergers and acquisitions, has selected DealCloud to enhance deal
flow and reporting. The firm will utilize DealCloud’s technology to monitor the
lifecycle of a deal, track buyer lists, manage relationships, and improve
reporting.
Read more
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.
Read more
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...
Read more
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...
Read more
CHOSEN BY TOP GLOBAL FINANCIAL AND PROFESSIONAL SERVICES FIRMS
THE BLOOM ORGANIZATION SELECTS DEALCLOUD TO ENHANCE DEAL FLOW AND REPORTING
The Bloom Organization, an Aventura, Florida–based investment bank specializing
in health care mergers and acquisitions, has selected DealCloud to enhance deal
flow and reporting. The firm will utilize DealCloud’s technology to monitor the
lifecycle of a deal, track buyer lists, manage relationships, and improve
reporting.
Read more
ALIVE VENTURES SELECTS DEALCLOUD TO ENHANCE DEAL EXECUTION AND RELATIONSHIP
MANAGEMENT
Acumen LatAm Impact Ventures (ALIVE), a Bogotá, Colombia–based investment
advisory firm, has selected DealCloud to enhance its deal execution and
relationship management. The firm will leverage DealCloud’s technology to manage
its pipeline and relationships, and to improve its fundraising and investor
relations processes. “As our operations continued to expand,...
Read more
SCHEDULE A DEMO
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