Back to directory

AI‑powered deal and relationship management platform centralizing firm and market intelligence to help financial and professional services firms source, win, and execute deals faster

Visit website

Core product

Intapp DealCloud (deal management, relationship insights, AI summaries, automated data capture)

Use cases

Deal sourcing, relationship mapping, automated summaries, forecasting, BD enablement

Functional categories (vendor-stated)

CRM, Deal Management, Relationship Intelligence, Pipeline Forecasting, Workflow Automation

Integrations

Email and Calendar IngestionLinkedIn Integration, Third‑party Data SourcesAPI Connectivity

Workflow stages

Origination, Relationship Management, Pipeline Tracking, Execution, Reporting

Portfolio focus

Private equity, private credit, venture capital, investment banking, real estate, fund‑of‑funds, institutional alternatives