DealCloud vs Navatar
DealCloud
intapp.comNavatar
navatargroup.comSide by side
| Figure | DealCloud | Navatar |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 1 | 0 |
| Spec score · Investor Relationship Management Software | 7.6 (#10) | 6.8 (#24) |
| Deal workflows | Private capital workflows cover fundraising and investor relations, deal sourcing and screening, diligence and investment committee preparation, and exits. | Its private equity CRM tracks sourcing, diligence, execution, LP management, and portfolio oversight, with pipeline stages and next-best actions updated automatically. |
| Headquarters | Palo Alto, California, United States | The company lists its US office at 90 Broad Street, New York, NY 10004. |
| Support | Intapp lists [email protected] for clients with product support questions. | The company offers demo booking and lists sales and concierge email contacts on its website. |
Plans
In their own words
DealCloud
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.