DealCloud
DealCloud is an AI-powered deal and relationship intelligence platform serving enterprise private capital, investment banking, legal, accounting, and consulting firms, now operating as a product line within Intapp (NASDAQ: INTA).
- Company typePrivate
- Founded2016
- HeadquartersJersey City, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What DealCloud does
DealCloud is an AI-powered deal and relationship intelligence platform purpose-built for enterprise professional and financial services firms. Founded in 2010 and acquired by Intapp (NASDAQ: INTA) in April 2025, it operates as a core product line within Intapp's broader AI and Data Platform. The platform manages the full investment and engagement lifecycle — deal sourcing, pipeline management, relationship intelligence, fundraising, investor relations, and business development — across private capital (PE, VC, growth, private credit), investment banking, law firms, accounting firms, consulting, and real assets. Notable customers include Carlyle, Goldman Sachs, JP Morgan, UBS, KPMG, Blue Owl, Hamilton Lane, Raymond James, Taylor Wessing, and Ropes & Gray.
The underlying technology is an Azure-backed, multi-region SaaS architecture featuring conversational AI (plain-English Q&A over firm data), agentic AI workflows with prebuilt playbooks, relationship intelligence graphs with scoring and outcome attribution, zero-entry Outlook activity capture, and configurable industry workflows. Intapp Data enriches the platform with 14M+ companies and 200M+ contacts; premium integrations with PitchBook, Preqin, and FactSet extend market intelligence. Complementary modules — DealCloud Activator (AI-driven BD nudges), Intapp Assist, and the Celeste firm-wide AI platform — add an AI layer on top of the core CRM.
The business model is enterprise SaaS subscription, sold via direct field sales with implementation partners (Monarch, LEDA Group, Frend Digital). Disclosed annual contract values range from $85,000 to $1.4M+ per customer, with per-seat pricing reportedly between $250/user/month and $2,000/user/year. Distribution is exclusively direct enterprise; no self-serve or marketplace channel exists. The customer base is concentrated in regulated, large-ticket professional services buyers, with regional SaaS instances in the US, EU, UAE, and APAC.
DealCloud firmographics
Firmographics- Name
- DealCloud
- Legal name
- DealCloud LLC
- Website
- https://dealcloud.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- DealCloud is an AI-powered deal and relationship intelligence platform serving enterprise private capital, investment banking, legal, accounting, and consulting firms, now operating as a product line within Intapp (NASDAQ: INTA).
- Ownership category
- akta.pro rank
DealCloud industry classification
Industry- Product category
- Deal and Relationship Management Software for Professional Services
- NAICS
- Software Publishers (5132), Software Publishers (513210), Software Publishers (51321)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
- akta.pro secondary industry
- Channel/Partner Sales Support (Reseller Enablement, Deal Reg) (BPAAADAH)
Keywords
Where DealCloud is headquartered
LocationHeadquarters
- HQ city
- Jersey City
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
DealCloud business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription (Enterprise CRM): DealCloud is sold as an annual SaaS subscription to enterprise clients. Pricing is enterprise-level, typically $85,000 to $1.4M+ annually for corporate development teams. The platform is part of Intapp's broader AI and Data Platform, which includes multiple integrated products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise platform annual license |
| Per seat | Annual | Per-user pricing (AI-powered PE CRM) |
| Subscription | Annual | Accelerated deployment package |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
DealCloud product offering
Product offeringCore offering
DealCloud sells an AI-powered deal and relationship intelligence SaaS platform used by private equity, venture capital, investment banking, legal, accounting, and consulting firms to manage the full investment and business development lifecycle, from deal sourcing, pipeline tracking, and relationship intelligence through fundraising, investor relations, diligence, and execution. The platform combines prebuilt industry-specific workflows with conversational and agentic AI, zero-entry activity capture from Outlook, and pre-integrated market data feeds (PitchBook, Preqin, FactSet), and is sold as an annual enterprise subscription.
Product overview
Intapp offers a unified platform-plus-modules architecture centered on DealCloud, an AI-powered deal and relationship intelligence platform for professional and financial services firms. The core DealCloud platform provides end-to-end workflows for deal sourcing, pipeline management, relationship management, fundraising, and investor relations across private capital, investment banking, legal, accounting, and consulting industries. The AI layer is powered by Intapp Celeste (Firm AI) and Intapp Assist, which includes specialized modules for DealCloud, Terms, and Time. The Intapp Integration Service enables connectivity with third-party systems. The portfolio includes a complementary suite of compliance products (Conflicts, Intake, Terms, Walls, Employee Compliance), profitability solutions (Time, Billstream), and collaboration tools (Collaboration, Workspaces), plus the DealCloud Activator BD module. Intapp Properties handles term sheet management for real assets transactions.
Differentiator
Problem solved
Functional benefit
Brands
- DealCloud Activator: AI-powered business development tool that uses behavioral nudges to guide professional services firms in growth activities.
Products and services
- Intapp DealCloud AI-powered deal and relationship intelligence SaaS platform providing end-to-end workflows for deal sourcing, pipeline management, relationship management, fundraising, and investor relations across private capital, investment banking, legal, accounting, and consulting industries.
- DealCloud Activator AI-powered business development add-on module for DealCloud that uses behavioral nudges to guide partners through best-practice BD activities and increase pipeline generation.
Quantifiable outcome
- 8+ hours saved per week on transaction bidder list preparation at FMI Capital Advisors
- +3 more outcomes
Companies that use DealCloud
Customer profileNamed customers32 records
Segments7 records
Ideal customer profiles4 records
DealCloud technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability8 records
Feature10 records
DealCloud partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered supporting and core.
- Frend DigitalsupportingFrend Digital is a partner facilitating the deployment of DealCloud for Arkwright Consulting, a Nordic consulting firm, to manage relationships, pipeline, and reporting.
- MonarchsupportingMonarch is an Intapp partner that facilitated the implementation of DealCloud for Republic Partners, a Chicago-based investment bank. Monarch helped deploy the platform to centralize deal origination and management firmwide.
- LEDA GroupsupportingLEDA Group is an implementation partner specializing in Intapp DealCloud deployments. Facilitated the deployment for Paine Schwartz Partners for business development and capital markets modernization.
- ToltIQcoreToltIQ partnered with Intapp to integrate its AI-powered due diligence platform with DealCloud, enabling private markets firms to consolidate diligence findings with deal flow and relationship management data in a single environment. The integration addresses workflow disconnect between due diligence and deal sourcing by allowing firms to move findings from virtual data rooms directly into their deal management system. Strengthens auditability by capturing diligence findings alongside deal records.
- MetalcoreMetal announced a two-way integration with DealCloud enabling automated data synchronization, extraction, and enrichment between the two platforms for deal teams. Users can automatically sync CRM data, extract financial metrics from CIMs and pitch decks, and access AI-powered features including report generation and virtual data room analysis.
- MicrosoftcoreDealCloud for Outlook integration enables activity capture and data synchronization within the Microsoft ecosystem. Part of broader Microsoft Copilot integration and collaboration strategy for professional services firms.
- SUBSCRIBEsupportingSUBSCRIBE announced a no-code integration with Intapp DealCloud that automates data synchronization between the two platforms for private market firms. The integration eliminates manual updates, improving data accuracy and reducing operational risks for private equity, private credit, and advisory firms.
- SmartExchangesupportingSmartExchange provides a virtual data room solution integrated with Intapp DealCloud for corporate development workflows. Partnership enables seamless document sharing and collaboration during M&A due diligence processes.
- PitchBooksupportingPitchBook provides market intelligence data integrated with DealCloud for automated data enrichment. DealCloud website references PitchBook as a third-party data provider for deal sourcing and market intelligence.
- PreqinsupportingPreqin provides private markets data integrated with DealCloud for fund and investor intelligence enrichment. DealCloud website references Preqin as a premium data feed partner.
- FactSetsupportingFactSet provides financial data integrated with DealCloud for market intelligence and analytics. DealCloud website references FactSet as a third-party data provider.
- MicrosoftcoreMicrosoft Copilot integration helps firms adopt generative AI while maintaining security for sensitive firm data. Intapp prepares firms for Microsoft 365 and Copilot integration with firm-specific business structure and security requirements.
- Juniper SquaresupportingDealCloud website references Juniper Square as a complementary platform for investor relations and fund administration alongside DealCloud's deal and relationship management capabilities.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
DealCloud competitors and assessment
Company assessmentDirect peers
- Affinity: Affinity is a relationship intelligence CRM purpose-built for dealmakers in private capital, investment banking, and consulting. It directly competes with DealCloud on AI-powered relationship graphs, deal sourcing, and pipeline management for the same persona.
- Dynamo Software: Dynamo Software provides a vertical SaaS platform for alternative investment managers covering deal management, investor relations, fund accounting, and portfolio monitoring. It competes directly with DealCloud in PE, VC, and fund-of-funds workflows.
- Allvue Systems: Allvue Systems provides investment management software for private equity, private credit, and fund administration. It is identified as a leading player in VC management software alongside DealCloud, with overlapping coverage of LP reporting, deal tracking, and portfolio monitoring.
- Juniper Square: Juniper Square is a fund operations and investor relations platform for private market GPs. It complements and partially overlaps with DealCloud in fundraising, LP management, and capital formation workflows.
Broad incumbents
- Salesforce Financial Services Cloud: Salesforce Financial Services Cloud is a broad enterprise CRM platform with vertical templates for banking, wealth, and insurance. It overlaps with DealCloud at large financial institutions but lacks DealCloud's depth in PE/IB deal origination workflows.
- Carta: Carta is a leading equity management and fund administration platform widely used by VCs and private companies. Identified alongside DealCloud as a leading player in VC management software, it competes in adjacent fund administration and cap table workflows.
- eFront (BlackRock): eFront, owned by BlackRock, is a leading alternative investment operations platform for PE, real estate, and infrastructure. It is identified as a leading VC management software player and competes with DealCloud in investor relations and portfolio monitoring.
- Microsoft Dynamics 365 Sales: Microsoft Dynamics 365 Sales is a broad enterprise CRM tightly integrated with Microsoft 365, Outlook, and Teams - the same productivity stack DealCloud plugs into. It competes with DealCloud at firms standardizing on the Microsoft ecosystem.
Emerging players
- 4Degrees: 4Degrees offers AI-powered relationship intelligence for dealmakers with automated activity capture and contact graph analytics. It targets a similar PE/VC/consulting buyer with a narrower, AI-first positioning versus DealCloud's full-platform stack.
- Attio: Attio is an AI-native, flexible CRM platform targeting venture capital, private equity, and consulting firms. It is a credible emerging alternative to DealCloud with strong relationship intelligence and modern UX, though at smaller scale and less vertical depth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
DealCloud social profiles
Digital presenceDealCloud financial estimates
Financial estimateRevenue estimate
Valuation estimate
DealCloud leadership team
Management profileNumber of profiles
Profiles6 records
DealCloud funding detail
Funding detailFunding overview
Funding rounds4 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DealCloud M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DealCloud
What does DealCloud do?
DealCloud sells an AI-powered deal and relationship intelligence SaaS platform used by private equity, venture capital, investment banking, legal, accounting, and consulting firms to manage the full investment and business development lifecycle, from deal sourcing, pipeline tracking, and relationship intelligence through fundraising, investor relations, diligence, and execution. The platform combines prebuilt industry-specific workflows with conversational and agentic AI, zero-entry activity capture from Outlook, and pre-integrated market data feeds (PitchBook, Preqin, FactSet), and is sold as an annual enterprise subscription.
Is DealCloud a public or private company?
DealCloud is a private company. It is classified as corporate owned and is currently operating.
When was DealCloud founded?
DealCloud was founded in 2016. It employs 51 to 100 people.
Where is DealCloud based?
DealCloud is headquartered in Jersey City, United States, in the North America region.
How does DealCloud make money?
One revenue line is on record: saaS Subscription (Enterprise CRM).
Who are DealCloud's main competitors?
Direct peers on record are Affinity, Dynamo Software, Allvue Systems and Juniper Square. Broad incumbents are Salesforce Financial Services Cloud, Carta, eFront (BlackRock) and Microsoft Dynamics 365 Sales. Emerging players are 4Degrees and Attio.
Does DealCloud have an API?
Yes. DealCloud offers a public API enabling developers to build integrations and automate workflows. The API documentation is available at https://docs.dealcloud.com/. Developer documentation is at docs.dealcloud.com.
What industry is DealCloud in?
DealCloud's product category is Deal and Relationship Management Software for Professional Services. Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support), with a secondary code of BPAAADAH, Channel/Partner Sales Support (Reseller Enablement, Deal Reg). Its NAICS code is 5132 and its SIC code is 7372.