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DealCloud, Inc.

DealCloud, Inc.

DealCloud, an Intapp company, provides a deal and relationship intelligence platform used by professional firms — including private capital, investment banking, legal, and advisory organizations — to manage dealmaking, fundraising, and client relationships. The platform offers CRM-style data capture, relationship mapping, workflow automation, and AI-driven insights.www.dealcloud.com

Search complete. 10 mentions across 3 episodes found for "DealCloud, Inc.".

Oct 22, 2026

Ted SeidesHOST
1:24
My guest on today's show is Ben Harrison, president of industries at Intap, a leading provider of software solutions to professional and financial services firms.
Ted SeidesHOST
1:35
Ben first joined me three years ago to discuss DealCloud, Intap's platform serving the private capital community.
Ted SeidesHOST
1:42
Since then, Intap has nearly tripled in size, and the rapid development of AI has created an entirely new opportunity for the business.
Ted SeidesHOST
1:51
Our conversation explores what Ben calls firm AI, moving beyond using AI to conduct research, build models, or create presentations, to deploying agents that draw on a firm's institutional memory and execute its workflows.
Ted SeidesHOST
2:05
We discuss how AI is changing sourcing and origination, fundraising, deal lifecycle management, and staffing of investment firms.
Ted SeidesHOST
2:13
We also cover the critical importance of governance and security, lessons from the combination of DealCloud and Intap, and Ben's perspective on the next leg of growth for the business.
Ted SeidesHOST
2:24
Before we get going, you're on a plane headed to an annual meeting.
Ted SeidesHOST
2:28
And this time of year, you're definitely on a plane headed to an annual meeting.
Ben HarrisonGUEST
29:30
So if any of the listeners want to learn more, they can reach out to us.
Ben HarrisonGUEST
29:35
We'd love to give them a demo of DealCloud or the platform and show them the latest and greatest.
Ted SeidesHOST
29:40
Well, they heard it here first or second or last, but either way, thanks so much, Ben.
Ted SeidesHOST
29:45
All right, Ted.
Scott MacDonaldHOST
35:26
Where are you guys integrating?
Alberto RizzoliGUEST
35:27
We see industry-specific CRMs like Bipsync and DealCloud becoming a differentiator for us because they are customized integrations that fit within the current stack that you're in.
Alberto RizzoliGUEST
35:38
We're seeing tools like PitchBook that release an MCP that makes people happy, especially in the venture world, which is a small percentage of our customers, but still a valid one.
Alberto RizzoliGUEST
35:47
Then there's all of the sea of MCP apps, which are not that many and not that great.

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