Intapp DealCloud is a deal and relationship platform that professional firms use in place of a general CRM. It is preconfigured for private capital, investment banking, legal, accounting and consulting firms, and it tracks pipelines, relationships, fundraising and matters in one system. DealCloud is a product of Intapp, and its original domain now leads to the Intapp site.
Several AI functions are named on the product page. Conversational AI lets staff ask questions in plain English and get answers from the firm’s own DealCloud data. Agentic AI runs pre-built playbooks and workflows for core tasks, and AI summarization writes summaries and next steps for deals, matters and fundraising. Relationship intelligence scores and maps who knows whom, while zero-entry activity capture logs Outlook emails and meetings and creates contact and company records. Intapp Data adds firmographic details on more than 14 million companies, with feeds from providers such as Preqin, PitchBook and FactSet.
Pricing is not published. The site directs firms to schedule a demo, and cost depends on firm size and configuration. The platform is built for regulated industries, so buyers should expect an implementation project and should confirm which AI functions their plan includes.
