DealCloud
Palo Alto, California, United States
What it is
DealCloud is a cloud-based deal and relationship intelligence platform for professional firms, including private capital, investment banking, legal, and advisory organizations. Private capital workflows span fundraising and investor relations, deal sourcing and screening, diligence, investment committee preparation, and exits. AI can surface warm relationship paths, measure relationship strength, and guide outreach across deals, matters, and engagements. DealCloud can record Outlook interactions and meetings as shared engagement records. Firms can configure rule-based workflows to trigger tasks, approvals, and escalations, and change entities and relationships in its data model without custom code. Records can be enriched with market intelligence from Preqin, PitchBook, and FactSet. Microsoft add-ins connect DealCloud data and reporting with Outlook, Excel, Word, and Edge. The platform can create deal-specific SharePoint sites and Teams workspaces, synchronizing membership as deal details change. The enterprise offering describes dedicated Azure-hosted storage, bring-your-own-key encryption, and daily backups. Intapp lists ISO and CSA STAR certifications for its cloud products, with SOC 1 Type 2 and SOC 2 Type 2 reports available. Pricing is on request; the enterprise offering carries an additional fee.
For and against
For
- Outlook interactions can become shared engagement records
- Configurable workflows trigger tasks, approvals, and escalations
- Data model changes do not require custom code
- Deal-specific SharePoint and Teams workspaces
- Available on Android, iOS, web, and as an extension
Against
- Pricing is available on request
- The enterprise offering carries an additional fee
The verdict
DealCloud brings relationship intelligence, deal workflows, and configurable records together for professional firms. Firms considering its enterprise offering need to contact Intapp for detailed pricing.
Who it suits
DealCloud is aimed at private capital, investment banking, legal, and advisory firms managing deals and relationships. Its listed workflows and Microsoft integrations may suit teams seeking shared engagement records and configurable processes.
Plans and prices
DealCloud enterprise offering
Dedicated cloud storage · Daily site backups · Dedicated testing environments · Enhanced controls and visibility
Read 3 Oct 2026 · intapp.com
On the record
- Activity capture
- DealCloud can automatically log interactions and meetings from Outlook and create shared engagement records.intapp.com · read 3 Oct 2026
- Collaboration
- DealCloud can provision deal-specific SharePoint sites and Teams workspaces and synchronize workspace membership with deal changes.intapp.com · read 3 Oct 2026
- Data enrichment
- DealCloud can populate records with market intelligence from providers including Preqin, PitchBook, and FactSet.intapp.com · read 3 Oct 2026
- Data model
- Its flexible data model lets firms adapt entities and relationships without custom code.intapp.com · read 3 Oct 2026
- Deal workflows
- Private capital workflows cover fundraising and investor relations, deal sourcing and screening, diligence and investment committee preparation, and exits.intapp.com · read 3 Oct 2026
- Enterprise security
- The enterprise offering describes dedicated Azure-hosted cloud storage, bring-your-own-key encryption, and daily site backups.intapp.com · read 3 Oct 2026
- Microsoft integrations
- Microsoft Outlook, Excel, Word, and Edge add-ins connect DealCloud data and reporting with those applications.intapp.com · read 3 Oct 2026
- Pricing
- The enterprise offering page says it carries an additional fee and directs customers to an Intapp representative for detailed pricing.intapp.com · read 3 Oct 2026
- Purpose
- DealCloud is an AI-powered deal and relationship intelligence platform for professional firms.intapp.com · read 3 Oct 2026
- Relationship intelligence
- AI surfaces warm paths, measures relationship strength, and guides outreach across deals, matters, and engagements.intapp.com · read 3 Oct 2026
- 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.intapp.com · read 3 Oct 2026
- Support
- Intapp lists [email protected] for clients with product support questions.intapp.com · read 3 Oct 2026
- Who it serves
- The platform is preconfigured for private capital, investment banking, legal, and advisory firms.intapp.com · read 3 Oct 2026
- Workflow automation
- Configurable workflows can trigger tasks, approvals, and escalations using rule-based logic.intapp.com · read 3 Oct 2026
