DealCloud (Intapp)
Configurable deal and relationship platform
4.3Enterprise / CustomBest for Large multi-strategy and growth platforms
CRM Enterprise Configurable
Overview
DealCloud, part of Intapp, is a highly configurable deal, relationship, and firm-management platform for private capital. Where lighter CRMs impose a pipeline shape, DealCloud molds to a firm's specific processes — multi-stage deal flow, fundraising and LP tracking, portfolio dashboards, and complex reporting all on one data model. In venture it shows up at larger multi-strategy platforms and growth firms with dedicated ops teams to run the configuration.
Key features
- Highly configurable data model
- Deal and relationship pipeline
- Fundraising and LP tracking
- Portfolio and reporting dashboards
- Outlook and email integration
- Workflow automation
Pros
- Molds to complex, multi-strategy firm processes
- Strong reporting and dashboarding
- One platform across deals, LPs, and portfolio
Cons
- Needs real implementation and admin resources
- Overkill for a small venture partnership