SERVICES: DEALCLOUD

Unlock the true potential of Intapp DealCloud.

Monarch is the largest, most experienced independent provider of DealCloud services for financial services firms.

4,500+ projects. 1,400+ clients. We cover every stage of the DealCloud lifecycle — from implementation to long-term success.

DealCloud Services

Every stage of the DealCloud lifecycle.

Whether you’re facing challenges with adoption, data management, or leveraging AI functionalities, Monarch provides tailored solutions that drive efficiency and productivity, ensuring you achieve your goals promptly and effectively.

Implementation & Onboarding

Accelerated (fixed-fee) or Enhanced (T&M). We match the model to your firm’s size, data complexity, and timeline.

Consulting & Enablement

From training and tailoring to full platform rebuilds. Includes feature enablement — AI, Dispatch, DataCortex, and other key features.

Customer Success & Managed Support

Retainer-based support from essential platform coverage to fully embedded strategic partnership for DealCloud clients of all sizes.

Are you maximizing your data with DealCloud functioning as your single source of truth?

We've helped businesses overcome all kinds of challenges. Do any of these issues sound familiar?

Has the use of DealCloud declined post-implementation?
Are you struggling to centrally manage investment opportunities?
Is relationship coverage proactive and meaningful?
Are you leveraging historical deal activity to inform decisions?
Are you getting the most out of your data providers in combination with your proprietary data?
Is your firm fully using automation, AI functionality, and Intapp's Relationship Management Suite?
Does your leadership team have real-time visibility into staffing, performance measurement, and coverage success?

Why work with us

No one has more experience optimizing and configuring DealCloud.

Don’t waste time or money trying to optimize the platform yourself. Start using Intapp DealCloud the way it was intended as fast as possible. Manage relationships, transactions, and more with complete organizational visibility and data intelligence.

Seven Years Embedded in the Ecosystem

Since 2018, we have grown alongside the platform. We know what works, what tends to break, and how to keep a DealCloud instance healthy whether it is brand new or years into its life.

Full Lifecycle
Coverage

Build, optimize, migrate, or evolve. We support every stage of the DealCloud journey, so you have one partner no matter what the work calls for.

Speed When it
Matters

Fast SOW turnaround and quick time to value at any scope. A U.S.-based team dedicated to your engagement, without the delays.

Private Capital Markets Expertise

We work exclusively in private capital. We understand how IB, PE, credit, real assets, and many other private capital verticals teams actually operate, so the platform fits the way you work.

Any Size,
Any Complexity

From a single configuration change to a complex multi-team program, the same depth of expertise shows up at every engagement.

Post Go-Live Continuity

The expertise that built your solution is still here for you. When you need ongoing success and support, our team is there to optimize and improve over time.

“Monarch has allowed us to implement and onboard new customers quickly and with a level of professionalism that ensures success.”

Erin Guinan, General Manager, Intapp DealCloud

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.

Work with a team that knows
DealCloud inside and out.

Schedule
a Chat

Let us know your challenges and business goals. We’ll take a look at how DealCloud can help overcome pain points and seize opportunities.

Roadmap
Your Success

We will put together a tailored plan for addressing needs relating to DealCloud, incorporating best practices from industry leaders.

Let Us Do the
Heavy Lifting

Put our DealCloud expertise to work for you. We’ll configure your software and train your team to get the most from the platform.

Datasheet

Monarch can implement 80+ industry-specific DealCloud use cases, workflows & customizations.

For most organizations, that starts with a solid foundation for pipeline and engagement management, and baseline investor relations processes. And then, the sky’s the limit.

Want more detail on the 20+ CRM, feature enablement, and DataCortex Integrations we implement for clients?

Or the 80+ financial services use cases, customizations, and workflows our team can implement for your firm?

Unlock the potential of DealCloud. Make it work as hard as you.

See how best practices, integrations, automation, and AI can help you focus on what matters most.

Get monthly insights and ideas.

We’ll share tips and strategies to help you align your technology for data-driven decision-making.

Unlock the true potential of Intapp DealCloud.