✕ Intapp DealCloud

Official Integration LP + Deal Intelligence · Real-Time Sync

LP Fundraising Intelligence and Deal Intelligence: Both Inside Your DealCloud.

DealCloud is the CRM of choice for private equity, investment banking, and deal-first firms. Dakota Marketplace is the only data source that serves both sides of that business, 250,000+ LP accounts for the IR team raising capital, and 642,000+ private companies plus 20,000+ transactions for the deal team sourcing opportunities. Now both datasets live directly inside your DealCloud instance.

LP Intelligence: 250,000+ Accounts · 386,000+ Contacts · Real-Time Updates

Deal Intelligence: 642,000+ Private Cos · 20,000+ Transactions · GP Data

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250,000+

LP Accounts

642,000+

Private Companies

20,000+

Transactions

386,000+

LP Contacts

Real-Time

sync cadence · Day One time to value · both datasets live simultaneously

The DealCloud Difference, Why This Integration Is Unique

DealCloud Firms Need Two Types of Intelligence. Dakota Delivers Both.

Every other CRM integration page on this site describes a fundraising data use case. The DealCloud integration is different, because DealCloud firms use one CRM for two fundamentally different business functions, and Dakota is the only data source comprehensive enough to serve both.

For Your IR & Fundraising Team

LP Fundraising Intelligence

250,000+

LP Accounts

386,000+

LP Contacts

→17,000+ RIAs with 13F holdings and CIO bios
→3,800+ family offices, only active allocators
→78,000+ corporate pension fund investment offices
→1,400+ public pension funds with daily meeting minutes
→350+ investment search alerts per year
→Real-time personnel alerts when CIOs change firms
→Investment preferences and allocation histories

For Your Deal & Business Development Team

Deal Sourcing Intelligence

642,000+

Private Companies

20,000+

Transactions

→Sponsor-backed portfolio companies with GP attribution
→CEO bios and executive contacts at private companies
→Transaction participants, buyer, seller, lender, advisors
→~2,000 new verified transactions added monthly
→5,000+ PE firms and 7,800+ VC firms with team contacts
→57,000+ private funds with performance data on 14,000+
→Deal flow by sector, geography, and transaction type

The Problem DealCloud Firms Face Without Dakota

DealCloud Is Built for Relationship Intelligence. Dakota Fills It With the Right Relationships.

Intapp DealCloud is purpose-built for the relationship complexity of private markets: deal pipelines, LP relationships, advisory networks, and the web of connections that drive both fundraising and deal flow. It is the right CRM for a PE firm. But like every CRM, it starts empty. And filling it with investment-grade data is where most firms struggle.

IR teams at DealCloud firms typically maintain a manually curated LP contact list that covers a fraction of the allocators relevant to their strategy. Deal teams build their own proprietary databases of target companies and GP relationships in spreadsheets alongside the CRM. Neither dataset is complete. Neither stays current. And the two databases, LP contacts and deal targets, rarely speak to each other.

The Dakota DealCloud integration solves both problems simultaneously. It pushes comprehensive LP intelligence into the fundraising side of your DealCloud, and private company and transaction intelligence into the deal sourcing side, creating a single, unified CRM that serves both functions with verified, real-time data.

DealCloud firms manage two distinct relationship universes in one platform: LP relationships for fundraising and company and advisor relationships for deal sourcing. Dakota Marketplace is the only data provider that covers both comprehensively. The integration makes DealCloud the single source of truth for the entire firm.

Dakota Marketplace

Complete LP Universe: Not Just Who You Know

Your DealCloud LP records grow to 250,000+ accounts and 386,000+ verified contacts: every relevant institutional and intermediary allocator, not just the ones your IR team has managed to find manually. Coverage of new channels, RIAs, family offices, international LPs, is immediate.

Private Company Intelligence for Deal Sourcing

642,000+ private companies, sponsor-backed and independent, with CEO contacts, GP attribution, and transaction history, pushed into DealCloud's deal sourcing pipeline. Your deal team builds proprietary coverage of their target sectors from a complete market map, not a partial list.

Transaction Flow: 20,000+ Deals + 2,000 Monthly

Verified private market transactions with full participant visibility, buyers, sellers, lenders, advisors, and law firms, mapped into DealCloud as deal records. Growing at ~2,000 new deals per month, this feed gives your BD and deal teams a live view of market activity.

Real-Time Updates: Both Sides of the Business

When a CIO changes firms, your LP contact updates. When a portfolio company changes hands, your deal record updates. When a new transaction closes in your target sector, it appears in your pipeline. Dakota's daily research team keeps both sides of your DealCloud current automatically.

How the Integration Works

From Connection to Live Data in Your DealCloud.

The Dakota DealCloud integration maps two distinct data universes into your existing DealCloud instance through a single unified connection.

Connect Your Dakota Membership

Authenticate your Dakota Marketplace membership to establish the data connection. Your existing subscription covers the DealCloud integration at no additional data cost.

Map to DealCloud Record Types

Dakota maps LP accounts and contacts to your DealCloud firm and person records. Private companies and transactions map to your deal pipeline and company coverage records.

Dual Data Universe Activates

Both datasets go live simultaneously, 250,000+ LP accounts enriching your fundraising records, and 642,000+ private companies plus 20,000+ transactions populating your deal coverage.

Both Sides Stay Current Automatically

Daily research updates flow to both datasets, LP personnel changes on the fundraising side, new transactions and company updates on the deal side. No manual maintenance required.

What Flows Into Your DealCloud

Six Data Layers Across Both Fundraising and Deal Functions.

Dakota maps its full data library into DealCloud, organized by the two distinct business functions the platform serves.

LP Fundraising

LP Accounts, 250,000+ Institutional Firms

Every LP account type, corporate pensions, public pensions, RIAs, family offices, endowments, foundations, consultants, mapped to DealCloud firm records with account type, AUM, metro area, and investment strategy classification.

250,000+ accounts · All channel types · Real-time updates

LP Fundraising

LP Contacts, 386,000+ Decision Makers

Individual CIOs, investment directors, and allocators mapped to LP firm records, with verified contact information, role, investment preferences, and asset class focus. Your IR team reaches the right person every time.

386,000+ contacts · CIO bios · Investment preferences

Deal Sourcing

Private Companies, 642,000+ Firms

Sponsor-backed portfolio companies and independent private businesses, with CEO bios, executive contacts, GP attribution, industry classification, and geography. Your deal team builds comprehensive market coverage without manual research.

642,000+ companies · CEO contacts · GP attribution

Deal Sourcing

Transactions, 20,000+ Verified Deals

Private market transactions with full participant visibility, buyer, seller, lender, advisor, investment bank, and law firm, mapped into DealCloud deal records. Growing at ~2,000 new verified transactions per month across all PE strategies and sectors.

20,000+ transactions · Full participants · +2,000/month

LP Fundraising

Investment Search Alerts, 350+/Year

Investment search alerts delivered into DealCloud the day they are identified, consultant, requirements, asset class, and timeline. Over 350 searches identified annually. The IR team knows about new mandates before they hit the market.

350+ searches/year · Consultant identified · Requirements

Both Functions

Real-Time Personnel & Market Alerts

CIO changes and LP firm updates on the fundraising side. CEO departures, new transactions, and company ownership changes on the deal side. Both streams of alerts flow into DealCloud automatically, keeping both teams current without manual research.

Daily research updates · Both functions · No manual work

Who Uses DealCloud + Dakota at Private Markets Firms

Three Teams. One CRM. Complete Intelligence for Each.

DealCloud is used by every function at a private markets firm, IR, deal, and business development. Dakota's data serves all three with distinct, relevant intelligence that makes each team's DealCloud records more actionable.

Investor Relations & Fundraising

Call on Every Relevant Allocator, Complete LP Coverage in DealCloud

For the IR team raising the next fund, Dakota's LP data transforms DealCloud from a contact log into a comprehensive coverage tool. 250,000+ LP accounts and 386,000+ verified contacts mean every relevant institutional allocator is in DealCloud, with verified CIO contact details, investment preferences, and real-time personnel alerts when key decision-makers change roles.

17,000+ RIAs · 3,800+ Family Offices · 1,400+ Public Pensions · 350+ Search Alerts/Year

Deal Teams & Investment Professionals

Turn DealCloud Into a Deal Intelligence Engine

For the deal team sourcing acquisitions and monitoring competitor activity, Dakota's private company and transaction data turns DealCloud into a deal intelligence engine. 642,000+ private companies, with CEO contacts and GP attribution, plus 20,000+ verified transactions with full participant visibility give deal teams a live view of market activity in any sector.

642,000+ Private Companies · 20,000+ Transactions · +2,000 Deals/Month

Business Development & Coverage

Map the Full Investment Ecosystem Into DealCloud

For the BD team managing GP-to-LP relationships, advisor networks, and third-party marketer relationships, Dakota maps the full investment ecosystem, 5,000+ PE firms, 7,800+ VC firms, 275 third-party marketers, and 130+ PE fund of funds, into DealCloud's network intelligence layer. Every relationship is backed by verified firm and contact data.

26,000+ GP Accounts · Third-Party Marketers · Fund of Funds Coverage

Before and After Dakota

What Changes When Dakota Data Lives in Your DealCloud.

The impact of having investment-grade LP and deal intelligence in your DealCloud is not incremental. It changes how every team at the firm works every day.

✕ Before Dakota

IR team's DealCloud LP records cover maybe 20% of relevant allocators, built manually over years with large gaps in new channels like RIAs and family offices

✓ After Dakota

250,000+ LP accounts in DealCloud on day one, complete coverage of every institutional and intermediary channel, with verified CIO contacts and investment preferences

✕ Before Dakota

Deal team maintains a separate proprietary company database in spreadsheets alongside DealCloud because the CRM doesn't have the private company data they need

✓ After Dakota

642,000+ private companies, with CEO contacts and GP attribution, in DealCloud's deal pipeline. No more parallel spreadsheets. One source of truth for deal sourcing

✕ Before Dakota

Transaction monitoring requires manual research, team finds out about deals in their sector from press releases and news alerts, often days or weeks after close

✓ After Dakota

20,000+ verified transactions in DealCloud with full participant visibility, growing at 2,000 per month. Team sees deals in their target sectors as they close

✕ Before Dakota

New IR team members spend weeks building a starting LP list before making their first calls, slow ramp-up that costs the firm time and opportunity

✓ After Dakota

New IR hires open DealCloud and find complete LP coverage ready to work. New deal team hires find a populated company and transaction universe ready to source from

About Intapp DealCloud

The CRM Built for Private Markets Relationship Complexity.

Intapp DealCloud is purpose-built for the relationship intelligence needs of private equity, investment banking, and alternative asset management firms. Unlike general-purpose CRMs, DealCloud is architected around the deal pipeline, LP relationship, and advisory network workflows that define how PE and deal-first firms actually operate.

DealCloud's relationship intelligence model tracks not just contacts, but the networks around them, who introduced you to which LP, which advisor brought which deal, which portfolio company is connected to which GP. It is the CRM that understands the difference between a contact and a relationship.

The Dakota integration completes the model. DealCloud provides the relationship infrastructure. Dakota provides the data universe that populates it, verified, current, and comprehensive across both LP fundraising and deal sourcing functions.

Intapp DealCloud is the preferred CRM for:

Private Equity Firms

Managing LP relationships, deal pipelines, and portfolio company monitoring from a single platform.

Investment Banks & Advisors

Tracking buyer relationships, mandate pipelines, and advisor networks across deal activity.

Venture Capital & Growth Equity

Managing LP fundraising alongside company sourcing, founder relationships, and co-investor networks.

Real Estate & Infrastructure Managers

Tracking LP capital, asset pipelines, broker relationships, and transaction participants in one platform.

Full Integration Ecosystem

Dakota Works With Every CRM Your Team Might Use.

Dakota integrates with every major CRM and data platform used by investment management firms.

Intapp DealCloud
Official Integration

Salesforce

Native · AppExchange

HubSpot

Direct Integration

Dynamo

CRM Integration

Altvia

CRM Integration

Pinnakl

CRM Integration

Satuit

CRM Integration

Snowflake

Data Warehouse

Get Started

See Dakota inside your DealCloud.

A member of the Dakota team will walk you through exactly how the integration works with your specific DealCloud configuration, what LP data syncs, how private company records map to your deal pipeline, and what both teams see on day one. Most firms have the integration live within a single business day.

Book a Live Demo

Four Ways to Get Started

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Watch the DealCloud Integration Demo

See exactly how Dakota LP and deal data appears inside a live DealCloud instance

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Explore Dakota Transactions

20,000+ verified private market deals with full participant visibility

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Read the Case Studies

How PE and deal-first firms use Dakota inside DealCloud

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