DC
Visit website DealCloud (Intapp)
Editor's pickConfigurable deal and relationship platform
4.4Enterprise / CustomBest for Established and multi-strategy private capital firms
CRM Enterprise Configurable
Overview
DealCloud, part of Intapp, is a highly configurable deal, relationship, and firm-management platform for private capital markets. It supports pipeline management, fundraising, portfolio tracking, and complex reporting tailored to a firm's specific processes.
Key features
- Highly configurable data model
- Deal and relationship pipeline
- Fundraising and LP tracking
- Portfolio and reporting dashboards
- Email and Outlook integration
- Workflow automation
Pros
- Extremely configurable to firm processes
- Handles complex multi-strategy firms
- Strong reporting and dashboards
Cons
- Requires implementation and admin resources
- Higher total cost of ownership
What people say
Illustrative"It molds to our workflows rather than the other way around, but you need to invest in configuration."
Chief Operating Officer
Multi-strategy private equity firm