List of Intapp DealCloud Customers
Palo Alto, 94306, CA,
United States
Since 2010, our global team of researchers has been studying Intapp DealCloud customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Intapp DealCloud for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Intapp DealCloud for CRM and Investor Relationship Management include: Hamilton Lane, a United States based Banking and Financial Services organisation with 700 employees and revenues of $528.0 million, Taylor Wessing, a United Kingdom based Professional Services organisation with 797 employees and revenues of $280.0 million, Kayne Anderson, a United States based Banking and Financial Services organisation with 350 employees and revenues of $55.0 million, Partners Group India, a India based Banking and Financial Services organisation with 60 employees and revenues of $7.0 million and many others.
Contact us if you need a completed and verified list of companies using Intapp DealCloud, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Intapp DealCloud customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Hamilton Lane | Banking and Financial Services | 700 | $528M | United States | Intapp | Intapp DealCloud | CRM and Investor Relationship Management | 2015 | n/a | In 2015, Hamilton Lane implemented Intapp DealCloud to consolidate dozens of disparate systems and centralize deal and relationship data for its private markets teams. The Intapp DealCloud deployment addressed CRM and Investor Relationship Management needs for private capital, and public statements note the program replaced 28 systems to improve relationship intelligence and cross regional visibility. The initiative focused on creating a single source of truth for deal records, contacts and relationship context used by investment teams. Configuration centered on deal and relationship management and pipeline CRM capabilities within Intapp DealCloud, aligning pipeline workflows, relationship records and activity tracking to standard data models. The implementation standardized entity and contact records to support relationship intelligence, and enabled shared pipeline views and collaboration across investment groups. These functional modules were configured to support private markets deal lifecycle activities and investor relationship oversight. Operational scope covered Hamilton Lane’s private markets investment teams and regional collaboration needs, with governance built around standardized workflows and data stewardship to improve data quality and access. Rollout and adoption emphasized centralized data governance, role based access controls and common workflow practices to surface relationship intelligence for investment decision making. The deployment of Intapp DealCloud delivered a consolidated CRM and Investor Relationship Management platform for Hamilton Lane’s investment operations. | |
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Kayne Anderson | Banking and Financial Services | 350 | $55M | United States | Intapp | Intapp DealCloud | CRM and Investor Relationship Management | 2022 | n/a | In 2022, Kayne Anderson Real Estate implemented Intapp DealCloud as a single hub for sourcing, pipeline management, deal execution and limited partner information requests. The Intapp DealCloud deployment served as the firm’s CRM and Investor Relationship Management platform for its real assets business in the United States. The implementation configured core modules for deal management, pipeline tracking and investor relations, and surfaced multiple dashboards and reporting views to improve transparency. The project replaced Salesforce as the primary CRM, and the firm completed a full implementation and data migration in about four months, moving deal, pipeline and investor relations records into Intapp DealCloud. Operational coverage focused on sourcing workflows, pipeline oversight, deal execution stages and LP information request handling across the firm’s US real assets teams. The deployment centralized case and request handling into Intapp DealCloud, and the configuration emphasized role-based views for investment, asset management and investor relations users. Governance and rollout followed a condensed program schedule, with data migration, configuration and user onboarding completed within the four month implementation window. Reported outcomes from the case study include reduced time to fulfill LP requests, higher weekly and monthly logins, increased user adoption and improved reporting transparency, and module usage for deal, pipeline and investor relations is evident from the implementation description. | |
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Partners Group India | Banking and Financial Services | 60 | $7M | India | Intapp | Intapp DealCloud | CRM and Investor Relationship Management | 2025 | n/a | In 2025, Partners Group India implemented Intapp DealCloud for CRM and Investor Relationship Management. The deployment surfaces Intapp DealCloud on the company website to centralize deal intake, contact records, and investor engagement workflows for its private markets activities. The implementation focused on core CRM and Investor Relationship Management capabilities, configuring deal pipeline management, contact and account records, investor relationship tracking, document association, and workflow automation aligned to the investment lifecycle. Intapp DealCloud was configured with a normalized data model and role based access controls to support consistent opportunity progression and controlled investor communications. Intapp DealCloud was embedded into the public website to capture deal submissions and to provide secure investor interaction points, while the internal environment supported structured deal team activities and investor engagement tracking. The architecture emphasizes a single source of truth for contacts, deals, and investor entities and supports API ready data models for downstream reporting and process orchestration. Operational coverage centers on front office deal teams and investor relations functions across Partners Group India, with a phased rollout approach and governance that codifies data ownership, access policies, and standardized workflows for deal qualification and investor outreach. The narrative centers on website integration and internal configuration as the primary implementation signals for Intapp DealCloud in 2025. | |
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Professional Services | 797 | $280M | United Kingdom | Intapp | Intapp DealCloud | CRM and Investor Relationship Management | 2021 | n/a |
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Buyer Intent: Companies Evaluating Intapp DealCloud
- NHS Confederation, a United Kingdom based Healthcare organization with 245 Employees
- Appalachian State University, a United States based Education company with 4600 Employees
- Main Street Advisors, a United States based Banking and Financial Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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