kitio.aiAdded Nov 5, 2026
Intapp DealCloud
PaidDeal and relationship CRM for investment, advisory and legal firms
What is Intapp DealCloud?
Intapp DealCloud is a CRM and deal management platform built for private capital, investment banking, accounting and other professional firms. It tracks relationships, pipelines and fundraising, and AI built into the workflows surfaces origination opportunities and relationship insights.
Firms use it for relationship management, business development, marketing, pipeline and deal tracking, fundraising and investor relations, and experience management that records what each team has worked on. It sits inside the wider Intapp suite alongside conflicts, intake, time and billing products.
Intapp Celeste, the company's firm AI layer, draws on DealCloud data and other firm systems to answer questions and suggest next steps. An integration service connects DealCloud to other software, and pricing is quoted after a demo.
Features
- Relationship management
- Pipeline and deal tracking
- Fundraising and investor relations
- Experience management
- Celeste firm AI
- Integration service
Tags
Releases
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Intapp DealCloud was added to the directory.
Organization
Intapp
🇺🇸 United States
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Paid
- Paid options from
- Not listed
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Pros and cons
Pros
- Built around how deal teams work
- Connects with Intapp compliance tools
- Tracks fundraising and LP relations
Cons
- No public pricing
- Overkill for small sales teams
- Implementation takes planning
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Q&A
What is Intapp DealCloud?
Intapp DealCloud is a CRM and deal management platform built for private capital, investment banking, accounting and other professional firms. It tracks relationships, pipelines and fundraising, and AI built into the workflows surfaces origination opportunities and relationship insights.
Who is DealCloud built for?
DealCloud targets professional and financial services firms such as private capital, investment banking, accounting and advisory firms that manage deals and relationships.
How does AI work in DealCloud?
Intapp embeds AI in DealCloud workflows and its Celeste firm AI uses your firm's data to surface relationship and origination insights.
How much does Intapp DealCloud cost?
Intapp DealCloud is paid.
Is there a free version of Intapp DealCloud?
No. Intapp DealCloud is a paid tool.
What are the main features of Intapp DealCloud?
Relationship management, Pipeline and deal tracking, Fundraising and investor relations, Experience management, Celeste firm AI, Integration service.
Who makes Intapp DealCloud?
Intapp DealCloud is made by Intapp.
What are the best alternatives to Intapp DealCloud?
Popular alternatives include Salesforce Sales Cloud, HubSpot Sales Hub, Pipedrive.