DealCloud is a deal, relationship, and pipeline management solution for financial services firms. The solution manages firms’ market relationships, prospective clients and investments, current engagements and deal processes, as well as operations and compliance activities. The company serves the private equity, venture capital, real estate, investment banking and advisory, and other markets.

Employee Rating

Parent CompanyIntapp
HQJersey City, NJ, US
Cybersecurity ratingAMore
DealCloud was founded in 2010 and is headquartered in Jersey City, NJ, US

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Key People/Management at DealCloud

John Hall

John Hall

Chairman and Chief Executive Officer
Ben Harrison

Ben Harrison

Co-President, Financial Services and Founder
Stephen Robertson

Stephen Robertson

Chief Financial Officer
Scott Fitzgerald

Scott Fitzgerald

Chief Marketing Officer
Mark Holman

Mark Holman

President, Accounting and Consulting; Chief Strategy Officer
Lokesh Seth

Lokesh Seth

President of Financial Services & GM
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DealCloud Office Locations

DealCloud has offices in Jersey City, Charlotte and London
Jersey City, NJ, US (HQ)
101 Hudson St #1201
Charlotte, NC, US
129 W Trade St #1025Charlotte
Charlotte, NC, US
300 S Tryon St #1200
London, GB
21 Great Winchester St
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DealCloud Financials and Metrics

Summary Metrics

Founding Date


Total Funding

$10.1 m


In total, DealCloud had raised $10.1 m. DealCloud is a subsidiary of Intapp

DealCloud Cybersecurity Score

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DealCloud Online and Social Media Presence

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DealCloud Company Culture

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DealCloud News and Updates

Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms

NEW YORK and PALO ALTO, Calif., May 21, 2020 /PRNewswire/ -- Intapp and DealCloud today announced a collaboration with S&P Global Market Intelligence to allow native integration of S&P Global Market Intelligence data into the Intapp OnePlace and DealCloud platforms. In response to client...

DealCloud further expands EMEA client development operations after experiencing rapid regional growth

LONDON, Sept. 9, 2019 /PRNewswire/ -- DealCloud, an Intapp Company, today announces a strategic investment in the company's growing presence in Europe, the Middle East and Africa (EMEA). The growth comes in direct response to an increased demand for DealCloud's capital markets software...

DealCloud opens new office in Charlotte

DealCloud, the financial services division of Intapp, the industry cloud for professional and financ...

CRM shake up: Bakers becomes first Intapp DealCloud law firm client

Baker McKenzie has become the first law firm client of Intapp’s newly-acquired professional services deal and client relationship management system DealCloud, we can reveal, in a move that is likely to lead to a further shakeup of the legal CRM market.

Intapp acquires DealCloud

Intapp, a leading provider of industry solutions for the $2 trillion global professional services in...

Legaltech acquisition: Intapp acquires financial services CRM DealCloud

In a move that will increase Intapp’s exposure to the financial services market, the Silicon Valley-headquartered vendor has acquired cloud based investment banking client relationship management platform DealCloud, in a deal that also sees it move a step closer to becoming a cradle to grave platfor…
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DealCloud Blogs

The Top Three Email Marketing Templates for Private Equity Firms and Investment Banks

Email marketing is a key communications channel for private equity firms and investment banks, allowing dealmakers and other capital markets professionals to easily communicate with investors, distribute industry analysis reports, announce closed deals, and nurture relationships. It’s almost impossi…

[CASE STUDY] Stephens Inc.

Prior to deploying DealCloud, the Stephens team spent a great deal of time and resources customizing a basic CRM platform, which experienced low user-adoption levels because it did not meet the specific business needs of the firm’s investment bankers. Many bankers used the CRM solely for pipeline ma…

How to Better Manage Relationships With Deal Pipeline Software and CRM Solutions

People and professionals remain at the heart of all business, as a recent Gartner article explained. However, to truly succeed in their industries — especially in the capital markets sector and in the financial services industry at large — professionals must embrace technology and digitalized proces…

Find Top Candidates with Executive Talent Tracking Software

Building relationships with executive-level talent is a critical part of any deal process, and maintaining those relationships is even more paramount. By cultivating and managing these relationships, private equity professionals gain a strong advantage when seeking candidates to fill leadership role…

How Pipeline Management Software Enables Hybrid Work in Private Equity

Despite many private equity firms reopening their doors and welcoming employees back to the office, it’s clear that the hybrid work model — brought on by the COVID-19 pandemic — is here to stay. During the pandemic, professionals within the capital markets industry discovered that it’s indeed possib…

Why Capital Market Firms Need Strong Financial Services Cybersecurity

Security spending is globally outpacing IT spending for numerous reasons, including the growing trend of digital transformation within firms, the increasing volume of cyber threats, and evolving regulations on security, risk, and data privacy. To meet the demanding security requirements of the finan…
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DealCloud Frequently Asked Questions

  • When was DealCloud founded?

    DealCloud was founded in 2010.

  • Who are DealCloud key executives?

    DealCloud's key executives are John Hall, Ben Harrison and Stephen Robertson.

  • How many employees does DealCloud have?

    DealCloud has 246 employees.

  • Who are DealCloud competitors?

    Competitors of DealCloud include eFront, Womply and iQmetrix.

  • Where is DealCloud headquarters?

    DealCloud headquarters is located at 101 Hudson St #1201, Jersey City.

  • Where are DealCloud offices?

    DealCloud has offices in Jersey City, Charlotte and London.

  • How many offices does DealCloud have?

    DealCloud has 4 offices.