Affinity From $166.67/mo 9.3 Visit DealCloud
intapp.com
What it is
DealCloud is a cloud-based deal and relationship intelligence platform for professional firms. It is preconfigured for private capital, investment banking, legal, and advisory organizations. Private-capital workflows cover fundraising and investor relations, sourcing and screening, diligence, investment committee preparation, and exits. AI features surface warm relationship paths, assess relationship strength, and guide outreach across deals, matters, and engagements. Outlook interactions and meetings can be logged automatically as shared engagement records. Rule-based workflows trigger tasks, approvals, and escalations, while the flexible data model lets firms change entities and relationships without custom code. Records can be enriched with market intelligence from Preqin, PitchBook, and FactSet. Add-ins connect DealCloud with Outlook, Excel, Word, and Edge. It can create deal-specific SharePoint sites and Teams workspaces and synchronize membership as deals change. Intapp lists ISO 27001, 27017, 27018, 27701, CSA STAR, SOC 1 Type 2, and SOC 2 Type 2 certifications or reports for its cloud products. The enterprise offering adds dedicated Azure storage, customer-managed key encryption, daily backups, testing environments, and enhanced controls for an additional fee.
Spec sheet
- Purpose
- DealCloud is an AI-powered deal and relationship intelligence platform for professional firms.Read 3 Oct 2026 · intapp.com
- Support
- Intapp lists [email protected] for clients with product support questions.Read 3 Oct 2026 · intapp.com
- Headquarters
- Palo Alto, California, United StatesRead 28 Sep 2026 · intapp.com
- Activity capture
- DealCloud can automatically log interactions and meetings from Outlook and create shared engagement records.Read 3 Oct 2026 · intapp.com
- Collaboration
- DealCloud can provision deal-specific SharePoint sites and Teams workspaces and synchronize workspace membership with deal changes.Read 3 Oct 2026 · intapp.com
- Data enrichment
- DealCloud can populate records with market intelligence from providers including Preqin, PitchBook, and FactSet.Read 3 Oct 2026 · intapp.com
- Data model
- Its flexible data model lets firms adapt entities and relationships without custom code.Read 3 Oct 2026 · intapp.com
- Deal workflows
- Private capital workflows cover fundraising and investor relations, deal sourcing and screening, diligence and investment committee preparation, and exits.Read 3 Oct 2026 · intapp.com
- Enterprise security
- The enterprise offering describes dedicated Azure-hosted cloud storage, bring-your-own-key encryption, and daily site backups.Read 3 Oct 2026 · intapp.com
- Microsoft integrations
- Microsoft Outlook, Excel, Word, and Edge add-ins connect DealCloud data and reporting with those applications.Read 3 Oct 2026 · intapp.com
- Pricing
- The enterprise offering page says it carries an additional fee and directs customers to an Intapp representative for detailed pricing.Read 3 Oct 2026 · intapp.com
- Relationship intelligence
- AI surfaces warm paths, measures relationship strength, and guides outreach across deals, matters, and engagements.Read 3 Oct 2026 · intapp.com
- Security certifications
- Intapp says its cloud products have ISO 27001/27017/27018/27701 and CSA STAR certifications, with SOC 1 Type 2 and SOC 2 Type 2 reports available.Read 3 Oct 2026 · intapp.com
- Who it serves
- The platform is preconfigured for private capital, investment banking, legal, and advisory firms.Read 3 Oct 2026 · intapp.com
- Workflow automation
- Configurable workflows can trigger tasks, approvals, and escalations using rule-based logic.Read 3 Oct 2026 · intapp.com
Plans and prices
DealCloud enterprise offering Priced on request Additional fee; contact an Intapp representative for detailed pricing. Dedicated cloud storage · Daily site backups · Dedicated testing environments · Enhanced controls and visibility Read 3 Oct 2026 · intapp.com
Strong points and limits
Strong points
- Preconfigured workflows for several professional sectors
- AI surfaces relationship paths
- Outlook activity capture
- Flexible data model without custom code
- SharePoint and Teams workspace provisioning
Limits
- Pricing is available only on request
- Enterprise offering carries an additional fee
- Cloud deployment only
- Advanced storage and controls require enterprise offering
Who it suits
It suits private capital, investment banking, legal, and advisory firms managing deal workflows and relationship data. The platform supports teams that need Microsoft integrations, configurable processes, and enterprise security options.
Verdict
DealCloud combines sector-specific deal workflows, relationship intelligence, configurable automation, and Microsoft connectivity. Firms should request detailed pricing and determine whether the enterprise security additions are required.
Where Specifiction places it
- Investor Relationship Management Software#10 of 257.6
- Financial Services CRM Software#22 of 287.5
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