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Our Story

What we believe

 

We believe that capital markets technology solutions must have the flexibility to adapt to meet each firm’s unique needs. We also believe that generic CRMs like Salesforce, Microsoft, and the resellers of these platforms will never achieve a firm’s desired outcome, because the underlying technology cannot be retrofitted to manage the complex relationships and deal structures of the capital markets. We believe our unique understanding of investors and advisors has enabled us to create an alternative to these generic platforms that delivers unrivaled value to our clients.

 

We embrace the complexities of the industry and are squarely focused on helping capital markets firms drive market-leading outcomes.

Our history

DealCloud, an Intapp company, was founded in 2010 by a team of former deal professionals with deep knowledge of the capital markets. In 2018, we joined Intapp — the market leading cloud solution provider in the professional services industry — to help partner-led firms shift to a modernization strategy and gain a growth edge in today’s competitive marketplace. Together, we are transforming the way dealmaking is done.

2010

Founded in Charlotte, NC

2015

Expanded into NYC market with office in Hoboken, NJ

2017

Launched next generation deal, relationship, and fund management platform

2017

Launched DealCloud DataCortex product

2018

Opened first office in London
Expanded EMEA operations

2018

Expanded NYC area presence with new Jersey City office

2018

Teamed up with Intapp

2019

Launched DealCloud Dispatch product

2019

Opened state-of-the-art office in Charlotte, NC

Today

600+ Clients (and counting!)

Invest in the future of your firm

 

In order to stay competitive in an increasingly fragmented and crowded market, firms are being tasked with modernizing every aspect of their operations, from organizational structure to business development to execution. And in order to preserve a culture of success and to attract top talent, firms are also expected to be innovative in how they use technology.

 

Don’t go it alone. Choose to work with DealCloud.

 

We have served as a partner and change maker for over 600 capital markets firms to date. Our dedicated teams are available to provide guidance, and we’re proud to share our best practices and blueprints for making modernization faster and more meaningful.

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