SERVICES: DEALCLOUD CONSULTING & ENABLEMENT
DealCloud consulting built for firms at every stage with dedicated consultants and proactive guidance behind every engagement.
We know private capital markets.
Training
Build platform fluency across your team. From new users to power users and admins, we design training programs that drive real adoption.
- Role-specific training sessions
- Guided platform walkthroughs
- Training on adding new fields
- Discussion on downstream impacts
Tailoring
Optimize your DealCloud setup to reflect how your team actually works. Object reviews, workflow improvements, and dashboard customization.
- Company, Contact, and Opportunity object reviews
- Dashboard and reporting customization
- Workflow and automation improvements
- Field additions and configuration
Data Migration
Clean, structured data migration for firms bringing data into DealCloud. We normalize and prepare your data so you go live with confidence.
- Migration from Excel and existing systems
- Data normalization and deduplication
- Custom field mapping and object alignment
- Post-migration validation and support
We handle the complexity.
Platform rebuilds. Full site revamps. Multi-phase transformation projects. Complex data consolidations. We bring the resources, expertise, and project discipline to deliver engagements at any scale.
- Full platform rebuilds and blueprint migrations
- Complex data migrations and system consolidations
- Multi-team, multi-fund deployment programs
- CRM-to-DealCloud migrations from any system
- Change management and adoption programs
Activate the full power of DealCloud.
Intapp Assist (AI)
DealCloud’s AI capabilities, configured for your firm’s workflows.
- AI Prompt Studio
- Detail Page Summaries
- Narrative Generation
- Smart Tags and Recommendations
- Contextual Email Outreach
- Origination Intelligence
Dispatch
Marketing automation for investor and prospect communications.
- Email mailings and sequences
- Form and landing page setup
- Marketing dashboard configuration
- Template creation and training
DataCortex
Connect preferred data providers natively inside your deal workflow.
- PitchBook, Preqin, S&P Global
- BoardEx, FactSet, SourceScrub
- Intapp Data, Equilar, D&B
- Configuration and workflow training
Relationship Intelligence
Keep your contact database current automatically, without manual effort.
- Relationship Scoring
- Contact Activity Capture
- Signature Parsing
- Auto Contact Creation
Trusted by leading firms across the industry.
We’re proud to partner with firms across the private capital markets who rely on Monarch to deliver the expertise and solutions that help them raise capital, manage relationships, and drive growth.
Don’t take our word for it, take theirs.
