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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

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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)

CRMDeal ManagementRelationship IntelligencePipeline ForecastingWorkflow Automation

Integrations

Email and Calendar IngestionLinkedIn IntegrationThird‑party Data SourcesAPI Connectivity

Workflow stages

OriginationRelationship ManagementPipeline TrackingExecutionReporting

Portfolio focus

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