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Deal and relationship management for capital markets
DealCloud is deal and relationship management software offering a relationship and deal management platform (Intapp) for private equity, investment banking and advisory firms. Founded in 2010 and based in Charlotte, North Carolina, USA, DealCloud helps private capital and investment banking firms work more efficiently and achieve better outcomes.
DealCloud is built for private capital and investment banking firms. It suits teams that want deal pipeline management without spreadsheets and disconnected tools.
Compared with alternatives like Affinity, DealCloud differentiates on deal pipeline management. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core DealCloud for growing teams. Contact for a quote.
Advanced DealCloud for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| deal pipeline management | , | |
| relationship intelligence | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| fundraising and LP management | , | |
| capital markets data integrations | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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