What is DealCloud used for?

DealCloud is a deal and relationship management platform from Intapp for investment banks, private equity and advisory firms, with CRM and pipeline tools. It is a good fit for tracking deals at private equity firms, origination for investment banks and managing investor relationships.

How much does DealCloud cost?

DealCloud doesn't publish fixed prices; pricing is quoted on request.

Is DealCloud open source?

No. DealCloud is proprietary (closed-source) software. Open-source alternatives to DealCloud include Twenty, EspoCRM and Relaticle.

What are some alternatives to DealCloud?

DealCloud competes with Salesforce, Dynamics 365 Sales and Attio. For open-source options, see Enlisted's ranked list of open-source DealCloud alternatives.

DealCloud: features, pricing and alternatives

About DealCloud

DealCloud is a commercial deal and relationship management platform from Intapp. It is built for investment banking, private equity and other advisory and professional services firms that need to track relationships, deals and investors in a single system.

Listed capabilities include relationship management (CRM), business development, marketing, pipeline and deal management, fundraising and investor relations, and experience management. It works alongside Intapp's AI platform, Celeste, and other Intapp products for compliance and profitability such as Conflicts, Intake, Walls, Time and Billstream.

DealCloud is sold as a hosted enterprise product through demos, with a resource library, blog and community. The homepage describes AI-driven intelligence embedded in workflows to support origination and execution.

Key features

Relationship management for financial firms
Pipeline and deal management
Fundraising and investor relations tracking
Business development and marketing tools
Experience management for firm credentials
AI-driven relationship intelligence

Good fit for

→Tracking deals at private equity firms
→Origination for investment banks
→Managing investor relationships

Tags: crm; deal-management; private-equity; investment-banking; relationship-intelligence; enterprise

DealCloud: questions and answers

What is DealCloud used for?: DealCloud is a deal and relationship management platform from Intapp for investment banks, private equity and advisory firms, with CRM and pipeline tools. It is a good fit for tracking deals at private equity firms, origination for investment banks and managing investor relationships.
How much does DealCloud cost?: DealCloud doesn't publish fixed prices; pricing is quoted on request.
Is DealCloud open source?: No. DealCloud is proprietary (closed-source) software. Open-source alternatives to DealCloud include Twenty, EspoCRM and Relaticle.
What are some alternatives to DealCloud?: DealCloud competes with Salesforce, Dynamics 365 Sales and Attio. For open-source options, see Enlisted's ranked list of open-source DealCloud alternatives.