Partners
Intapp DealCloud
DealCloud Implementation and Onboarding Services
Our DealCloud implementation services cover the full path from data model to go-live: configuration mapped to your deal, fundraising and investor workflows; migration that arrives cleansed and reconciled against source; integration with the systems your teams already use; and role-based training that establishes adoption at launch rather than months later.
AT A GLANCE
Engagement
Scoped task by task in a statement of work, with a timeline and itemised quote agreed before work begins.
Best suited to
Firms implementing DealCloud, or restarting a stalled implementation.
Delivered by
One accountable DPA team, from discovery to hypercare.
What DealCloud implementation with DPA delivers
DPA’s DealCloud implementation covers four workstreams under one statement of work: platform configuration, data migration with cleansing and reconciliation, integrations, and training with go-live support. It suits private equity, private credit, real assets and advisory firms that are moving to DealCloud, including CRM migration for private equity teams leaving spreadsheets or another CRM.
Platform configured around your firm's structure and workflow
The full platform build, set up to your firm from the ground up.
Data model, objects and relationships mapped to your firm
Pipelines, stages and workflows built to your process
Page layouts, custom fields and list views
Permission and visibility structure, alerts and automation
End-to-end data migration, cleansing and reconciliation
Your existing data comes across clean and fully accounted for.
Extraction and mapping from your current system
Cleansing and standardisation before load
Duplicate removal from source data before it loads
Staged test loads, full migration and reconciliation against source
Integrations with Outlook, market data providers and third-party tools
DealCloud connects to the tools your team already uses.
DealCloud for Outlook and email sync
Market data provider feeds
Third-party tools such as data rooms, portfolio monitoring and BI platforms
API-based connections to your other systems
Structured training and hands-on go-live support
Hands-on training before launch and real support through it.
Role-based training for admins and end users
UAT support ahead of launch
Go-live support and hypercare through the first weeks
Hypercare covers DPA-delivered outputs only.
How does a DealCloud implementation run?
Five stages, delivered by one team under one statement of work.
01
Design
Data model, workflows and permissions defined
02
Configure
Layouts, fields, views, alerts and automation built
03
Migrate
Cleanse, de-duplicate, test load, reconcile to source
04
Integrate
Outlook, market data, BI and APIs connected
05
Go live
Training, UAT, cutover and hypercare
The impact of a properly executed implementation
Configured to your operating model.
The platform reflects how your firm sources, executes and reports, reducing the need for workarounds after launch.
Reliable data from day one.
Records are cleansed, de-duplicated and reconciled against source before users are granted access, so early partner-level reporting is dependable.
Migration you can evidence.
Staged test loads and reconciliation against source allow every record to be accounted for.
A single working environment.
Outlook, market data feeds, data rooms and BI platforms connect to DealCloud, removing duplicate data entry across systems.
Adoption from launch.
Role-based training and user acceptance testing are completed before go-live, with hypercare through the first weeks.
Why choose DPA for DealCloud implementation
A single accountable delivery team
Discovery, configuration, migration, integration and training sit with one team under a single statement of work, avoiding gaps between external consultants and internal administrators.
Data expertise alongside configuration
DPA has over two decades of experience in financial data operations. Migration, cleansing and reconciliation are core disciplines rather than an adjunct to a configuration project.
Built for investment firm workflows
We work with private equity, private credit, real assets and advisory firms, so pipeline stages, fundraising workflows and investor reporting are configured by people who understand their purpose.
Continuity beyond go-live
Hypercare transitions into Managed Services where required, so the team that built the platform continues to administer it.
DealCloud implementation: frequently asked questions
Yes. We extract and map from your existing system, cleanse and standardise before load, remove duplicates from the source data, then run staged test loads and reconcile the full migration against source.
Duplicates are removed from source data before load, so they are not carried into the new platform. Where duplicates have accumulated within a live DealCloud instance, the Bulk Deduplication & Merge Accelerator addresses them under a separate engagement.
Yes. We configure DealCloud for Outlook and email sync, market data provider feeds, and connections to data rooms, portfolio monitoring and BI platforms, together with API-based connections to your other systems.
Role-based training for administrators and end users, user acceptance testing support ahead of launch, then go-live support and hypercare through the first weeks. Hypercare covers DPA-delivered outputs. Firms requiring continued cover transition to our Managed Services retainer.
Other DealCloud service packages
Post go-live
Managed Services: Platform Administration
Ongoing platform ownership under retainer, supported by an assigned consultant familiar with your instance.
Explore managed services →Data health
Bulk Deduplication & Merge Accelerator
A controlled remediation of duplicate records, tested and fully reversible, executed only on your approval.
Explore the Merge Accelerator →Partnership
Intapp DealCloud × DPA
How the partnership works and all three DealCloud service packages.
About the Intapp DealCloud partnership →
