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DealCloud

Investment management software for real estate.
CRM & Marketing Investment & Valuation
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Starting Price
Subscription
Best For
CRE Professionals
Company Size
All sizes
Deployment
Cloud
Property Types
Commercial

About DealCloud

DealCloud by Intapp is a deal and relationship management platform purpose-built for professional and financial services firms, including real estate investment managers, private equity, investment banking, and law firms. Far more than a CRM, DealCloud centralizes firm and market intelligence, delivers real-time insights powered by Applied AI, and connects deal sourcing, pipeline management, relationship tracking, and business development workflows. With AI-powered Intapp Assist, teams get zero-entry relationship insights, deal summaries, and tailored content generation. DealCloud is used by firms like Hamilton Lane, Haven Capital, and Raymond James.

✓ Pros

✓Purpose-built for deal-driven firms — not a generic CRM adapted for real estate
✓AI eliminates 95% of manual data entry via automated relationship capture
✓No-code configuration — business users can customize without IT
✓Proven results: Hamilton Lane replaced 28 systems with DealCloud
✓Enterprise-grade security with ISO 27001 and SOC-2 compliance

✗ Cons

✗Enterprise pricing — geared toward mid-to-large firms
✗Can be complex to implement and configure for maximum value
✗Owned by Intapp — bundled with other Intapp products which may add complexity
✗Less CRE-specific than platforms like Dealpath — broader professional services focus

Who This Is For

Property Types
Commercial

DealCloud Features

✦ Pipeline Management Track and manage deal flow across stages with real-time dashboards and reporting.
✦ Deal Sourcing AI-powered opportunity identification and target company recommendations.
✦ Deal Execution Task management, document collaboration, and approval workflows for closing deals.
✦ Fund Allocation Allocate deals to funds and track capital deployment across strategies.
✦ Contact & Relationship CRM Comprehensive contact management with relationship history and interaction tracking.
✦ Network Intelligence Uncover relationship paths and connections across your firm's network.
✦ Automated Data Capture Zero-entry data capture from emails, calendars, and communications — eliminates 95% of manual entry.
✦ Relationship Scoring AI-driven relationship strength scoring to prioritize high-impact connections.
✦ AI Summarization Automated deal and meeting summaries powered by Applied AI.
✦ Content Generation AI-generated personalized emails, deal summaries, and marketing content.
✦ AI Recommendations Target company and opportunity recommendations based on firm activity and market data.
✦ Custom Dashboards No-code configurable dashboards and reports — no IT required.
✦ Pipeline Analytics Real-time visibility into deal flow, conversion rates, and team productivity.
✦ Market Intelligence Integrated market data feeds for competitive intelligence and target screening.

Integrations

Microsoft 365 (Productivity)Outlook (Email)PitchBook (Market Data)S&P Capital IQ (Market Data)Salesforce (CRM)DocuSign (eSigning)
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