We are DealCloud's most experienced migration, implementation and integration partner.
Our recent DealCloud work
DealCloud In Numbers.
72 > 1
A client used to spend three days generating pipeline data for a weekly report. We worked with them across multiple pieces of architecture to automate everything and reduce 72 hours to just 1 hour.
US PE Firm
EU Investment Manager
UK Asset Manager
Our DealCloud Services.
Advise.
We assist you during the system selection process to ensure that DealCloud is the right CRM and Deal Pipeline platform for your firm and if it isn’t, suggest the right platform for your needs.
We ensure that the right features, processes and enablements are delivered to support your requirements.
We conduct a comprehensive assessment of your DealCloud system, evaluating functionality and user experience, then identify areas for improvement, with a clear breakdown of the work and effort required to deliver them.
We help organisations define and refine their internal processes to ensure they are optimised and maximise DealCloud’s capabilities.
We provide best practice advice, strategic planning, and full data migration services to ensure a successful migration while maintaining business continuity.
Implement.
We have delivered hundreds of successful DealCloud data migrations, allowing us to develop proprietary tools that minimise disruption and risk.
We work closely alongside Intapp and our clients to ensure that the implementation process runs smoothly and allows stakeholders to focus on their day jobs.
We support your DealCloud implementation and on-going operations with flexible, expert resourcing that seamlessly integrates with your team.
We create intuitive, actionable reports that support strategic objectives, empowering teams to take meaningful actions based on real-time data.
We implement clear, concise governance frameworks that ensure your data can be relied on for the long-term.
Optimise.
We have integrated DealCloud with enterprise data warehouse technology, together with a host of industry specific solutions including iLEVEL, Chronograph, eFront and many more.
We provide expert resourcing for tactical project engagements, through to full outsourced platform management for DealCloud clients of all sizes.
We support clients with user adoption, via staggered rollouts, comprehensive user training to ease adoption, and ongoing post-go-live support.
We ensure your DealCloud evolves to meet your changing user needs through the deployment of enhancements, new functionality and best practice advice.
We deliver tailored user and platform manager support and training to ensure your users are able to maximise their use of the platform.
Bespoke Solutions.
We partner with clients to explore, define, and execute data-driven strategies and cutting-edge AI initiatives that move beyond hype into actionable, scalable, and results-focused solutions.
Recent DealCloud work
A DealCloud Implementation.
it|venture successfully led the reimplementation of DealCloud for a global firm, delivering a new platform ahead of schedule, on budget, and meeting all project success criteria. The previous implementation lacked governance and platform ownership, resulting in a system deemed ineffective. Selected through an RFP process, it|venture first delivered tactical improvements, then redesigned and rebuilt the platform to support 1,500 users across 45 teams. Key achievements included reducing processes from 11 to 4 and decreasing user entry fields by 60%. The team coordinated all aspects of the rebuild, including data migration with under 24 hours of downtime. The solution established a strong data stewardship model and scalable design to meet future needs. it|venture’s success was driven by its proprietary analysis tools, deep DealCloud expertise, ability to address complex requirements, and engagement with hundreds of stakeholders to align the platform with firmwide goals.
Since 2018, it|venture has been integral in supporting the growth of DealCloud’s professional services capability. Having contributed to the success of more than 100 of our largest implementations, the team has an unparalleled technical knowledge of the platform and a unique capability in implementing and integrating it. We recommend their services to our client base.
Contact us
Why choose it|venture.
If your firm is seeking to implement or optimise DealCloud, our team offers end-to-end support, from initial setup and configuration to workflow customisation and user adoption. We help enhance pipeline visibility, streamline relationship management, and ensure the platform aligns with your investment strategy.
Contact us to learn how we can help you maximise the value of DealCloud across your front-office operations.
