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Accelerated Onboarding

Modernize deal and relationship management in Intapp DealCloud fast.

Go live in weeks. Skip lengthy scoping.
Start with your industry’s best practices.

DealCloud can transform how you manage deals and relationships. Monarch makes that transformation faster.

We deliver pre-built best practices for your industry, so you launch with a working system, not a blank canvas. In just weeks, you will have a reliable source of truth for deals and relationships.

Get Started

Is accelerated DealCloud onboarding right for you?

Monarch’s accelerated onboarding packages are built for firms that need faster paths to value. It’s a fit if:

  • You’re moving off spreadsheets and need a reliable source of truth quickly.
  • You’re starting with a lean team with as little as two users.
  • You need best practice workflows ready on day one.
  • You prefer to get started now and scale as your firm grows.
  • You want speed without sacrificing quality or flexibility.
What we can achieve together

Outcomes in just weeks.

A Working System From Day One

Your team starts with DealCloud configured to your industry’s best practices. Core dashboards, pipeline reporting, and tear sheets are live as soon as you go live.

 

Relationship Intelligence

Accelerated onboarding includes key functionality like relationship scoring, last touch tracking, and outreach reminders. You see which connections are cooling, which are delivering value, and where to engage. 

A Foundation
to Scale

Your accelerated onboarding is only the start. You can add modules like DataCortex, Intapp Assist, or Dispatch at the time of onboarding or later as your firm grows.

Reach Out

Expand how and when you
are ready.

Monarch’s accelerated onboarding packages give you the complete starting point. From there, you choose when to add more. Some firms expand at onboarding. Others wait until their team is ready. Your DealCloud platform supports both approaches.

Enhancements

Training

Role-based sessions that teach best practices and ensure adoption.

Tailoring

Fine-tune fields, layouts, and workflows to match your firm's needs.

Data Migration

Cleanse, map, and load your data so reporting works how your firm needs it to.

Enablements

DataCortex

Connect PitchBook, BoardEx, Capital IQ, and more for richer object data.

Intapp Assist

Add AI insights and automation into daily workflows.

Dispatch

Launch email campaigns, sequences, and landing pages.

Relationship Signals

Spot warming and cooling relationships with AI nudges.

Download our Accelerated Onboarding Packages Guide.

This guide details scope, pricing, and project plans.

Gain a clear view of what’s delivered in the initial onboarding package and what can be introduced now or later as your firm grows.

Download
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“The implementation team worked with us to ensure we had the best possible platform."

Private Equity Associate, Private Equity Firm Focused on Mid-market Investments
Why work with us

No one has more experience implementing DealCloud.

3,400+
DealCloud Projects, 1200+ Clients

We’ve been working on DealCloud projects since 2018. Many of those have been in private capital markets thanks to rapid industry adoption.

Experts in Private Capital Markets and Professional Services

Our DealCloud platform knowledge and professional services industry focus have established us as the leading DealCloud service provider.
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Receive Expert Support
On-Demand

Feel more confident in adopting and using platforms knowing you have access to help when needed. We can provide comprehensive training and ongoing support.

Your path to onboarding
Intapp DealCloud quickly.

one

Kickoff

Sign on to DealCloud and schedule your kickoff call.

two

Configure

We set up core features, apply your industry blueprints, and complete data migration if needed.

three

Go Live

Your team is trained and DealCloud is ready to use!

Accelerate your DealCloud journey
with Monarch.

Trusted by private capital firms of all stages and sizes, Monarch delivers proven DealCloud implementations designed for speed and impact. We’re ready to help your team get live fast and build a platform that grows with you.

Let’s talk about your firm, your goals, and how our Sprint can get you there in weeks—not months.

Contact Us

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