Freedom251 › Investor Relationship Management Software
DealCloud
What DealCloud is
DealCloud is an AI-powered deal and relationship intelligence platform for professional firms, preconfigured for private capital, investment banking, legal, and advisory work. Private capital workflows cover fundraising and investor relations, sourcing and screening deals, diligence, investment committee preparation, and exits. The platform can surface warm relationship paths, measure relationship strength, and guide outreach across deals, matters, and engagements. It can log Outlook interactions and meetings as shared engagement records. Rule-based workflows can launch tasks, approvals, and escalations, while firms can adapt entities and relationships in its data model without custom code. Records can be enriched with market intelligence from Preqin, PitchBook, and FactSet. Add-ins connect DealCloud data and reporting with Outlook, Excel, Word, and Edge; the platform can also provision deal-specific SharePoint sites and Teams workspaces, syncing membership as deals change. Intapp lists cloud-product certifications and reports, and describes dedicated Azure-hosted storage, bring-your-own-key encryption, and daily backups in its enterprise offering. That offering carries an additional fee; detailed pricing is available from an Intapp representative.
Who it suits
DealCloud is designed for professional firms in private capital, investment banking, legal, and advisory sectors. It may suit firms that need deal workflows, relationship intelligence, and Microsoft application connections.
What it does well
- Preconfigured for four professional firm categories.
- Can record Outlook interactions as shared engagement records.
- Configurable workflows can trigger tasks and approvals.
- Enterprise offering includes dedicated storage and daily backups.
What to know first
- Enterprise offering carries an additional fee.
- Detailed pricing requires contacting an Intapp representative.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| DealCloud enterprise offering | Additional fee; contact an Intapp representative for detailed pricing. · Dedicated cloud storage · Daily site backups · Dedicated testing environments · Enhanced controls and visibility | On request |
As intapp.com lists them, read 3 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the DealCloud website.
- Contact an Intapp representative for detailed pricing.
- Use the platform on web, Android, or iOS, or connect through its listed Microsoft Edge extension.
Verdict
DealCloud combines deal workflows, relationship tools, and integrations for professional firms. Firms considering the enterprise offering should ask Intapp about its additional fee and detailed pricing.
Questions
How much does DealCloud cost?
DealCloud pricing is available on request. Intapp directs customers to a representative for detailed pricing on its enterprise offering, which carries an additional fee.
Which platforms does DealCloud support?
The listed platforms are Android, iOS, web, and extension.
Which firms is DealCloud designed for?
It is preconfigured for private capital, investment banking, legal, and advisory firms.
Does it integrate with Microsoft applications?
Add-ins for Outlook, Excel, Word, and Edge connect DealCloud data and reporting with those applications. It can also provision deal-specific SharePoint sites and Teams workspaces.
What does the enterprise offering include?
It describes dedicated Azure-hosted cloud storage, bring-your-own-key encryption, daily site backups, dedicated testing environments, and enhanced controls and visibility.
Facts from DealCloud's own pages
- Activity capture
- DealCloud can automatically log interactions and meetings from Outlook and create shared engagement records. · intapp.com, 3 Oct 2026
- Collaboration
- DealCloud can provision deal-specific SharePoint sites and Teams workspaces and synchronize workspace membership with deal changes. · intapp.com, 3 Oct 2026
- Data enrichment
- DealCloud can populate records with market intelligence from providers including Preqin, PitchBook, and FactSet. · intapp.com, 3 Oct 2026
- Data model
- Its flexible data model lets firms adapt entities and relationships without custom code. · intapp.com, 3 Oct 2026
- Deal workflows
- Private capital workflows cover fundraising and investor relations, deal sourcing and screening, diligence and investment committee preparation, and exits. · intapp.com, 3 Oct 2026
- Enterprise security
- The enterprise offering describes dedicated Azure-hosted cloud storage, bring-your-own-key encryption, and daily site backups. · intapp.com, 3 Oct 2026
- Headquarters
- Palo Alto, California, United States · intapp.com, 28 Sept 2026
- Microsoft integrations
- Microsoft Outlook, Excel, Word, and Edge add-ins connect DealCloud data and reporting with those applications. · intapp.com, 3 Oct 2026
- Pricing
- The enterprise offering page says it carries an additional fee and directs customers to an Intapp representative for detailed pricing. · intapp.com, 3 Oct 2026
- Purpose
- DealCloud is an AI-powered deal and relationship intelligence platform for professional firms. · intapp.com, 3 Oct 2026
- Relationship intelligence
- AI surfaces warm paths, measures relationship strength, and guides outreach across deals, matters, and engagements. · intapp.com, 3 Oct 2026
- Security certifications
- Intapp says its cloud products have ISO 27001/27017/27018/27701 and CSA STAR certifications, with SOC 1 Type 2 and SOC 2 Type 2 reports available. · intapp.com, 3 Oct 2026
- Support
- Intapp lists [email protected] for clients with product support questions. · intapp.com, 3 Oct 2026
- Who it serves
- The platform is preconfigured for private capital, investment banking, legal, and advisory firms. · intapp.com, 3 Oct 2026
- Workflow automation
- Configurable workflows can trigger tasks, approvals, and escalations using rule-based logic. · intapp.com, 3 Oct 2026
Where DealCloud stands on Freedom251
- Investor Relationship Management Software#10 of 25
- Financial Services CRM Software#13 of 28