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It was great connecting with you at Intapp Amplify!

We’d love to continue the conversation over a coffee (or your go-to beverage) – on us!

Book a meeting on our calendar, and we’ll send you a $25 gift card so you can grab a coffee and snack while we chat.

While you’re at it, check out the content below to learn more about Monarch and our resources to help firms like yours maximize their in DealCloud investment.

Monarch is the largest, most experienced independent provider of DealCloud services, consulting, and managed administrative support for financial services firms.

We specialize in serving financial services firms, just like yours — that means we speak your language, we know how you work, and we understand the challenges that you face. More importantly, it means that we have the skill and knowledge to map the capabilities of DealCloud to your specific needs.

An unmatched track record of client success 1800+ projects for 375+ clients

Our financial services clients love working with us. Hundreds of firms have relied on Monarch for initial product implementation and rollout — and then return to us to execute system enhancements, to integrate third-party data sources, or to provide ongoing administrative support services.

What We Do

Our services include:

  • Data migration, manipulation, and collation into
    data templates
  • General consulting/configuration
  • Site rebuilds/revamps
  • Migrating to new blueprints
  • DataCortex integrations
  • Feature enablement (RMS, AI, Intapp Data)
  • Ongoing support/retainer (e.g. “administrator in a box”)
  • Industry-specific module builds

Our experience runs deep in multiple industries.

  • Private Equity
  • Corporate
  • Fund of Funds
  • REIT
  • Investment Banks
  • Venture Capital
  • Real Estate
  • Hedge Funds
  • Private Credit
  • Family Offices
  • Placement Agents
  • Law Firms

Resources to Optimize Your DealCloud Experience

Solution Spotlights

DealCloud Case Study

We’ve already worked directly with DealCloud to help scale implementation.

Download Now

DealCloud Data Sheet

See the details of the 80+ financial services use cases, customizations, and workflows our team can implement for your firm.

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DealCloud Partner Profile

Check out the overview of our DealCloud services and promises as a partner.

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Knowledge Hub

Blog: 5 Indicators for Successful DealCloud Adoption

What our 1,800 DealCloud projects have taught us about successful organizational adoption.

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Blog: Tracking Precedent & Market Transactions

How we configure DealCloud to help firms make informed decisions and enhance productivity.

Read Now

Blog: 3 Key Use Cases of AI in DealCloud with Intapp Assist

Learn how we help firms unlock the full potential of AI in DealCloud.

Read Now

But don’t take our word for it, take theirs.

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What Monarch clients are saying:

"They are exceptional. They produced outstanding and customized results for my firm where their work will have an immediate impact on the way that we operate as a team. They really listened to the client (me!) and were able to incorporate my feedback, understand my goals, and execute."
Principal,Private Equity Firm Focused on Taking Active Minority Interests in Mid-market and Growth-stage Companies
“I am grateful to the team for their commitment to project excellence.”
Chief Compliance Officer, Global Mid-market Advisory Firm, Focused on Strategic M&A and Capital Raises
“I was very impressed. They implemented the Pitchbook / DealCloud integration much quicker than we expected. They were very responsive and took all of our suggestions into account.”
Principal,Investment Advisor Managing a Fund-of-Funds
“Great experience with the team.”
Managing Director, 70-year-old Investment Bank, Focusing on the Built Environment
"The previous system was fraught with issues… Thanks to your extraordinary efforts, we now have a CRM system that we can be proud of. Your collaborative spirit and focus on delivering quality results have truly made a significant impact. Please accept our heartfelt thanks and appreciation for everything you have done.”
Senior Marketing & Client Development Manager200+ Attorney Labor and Employment Law Firm
“Extremely responsive and open to our feedback.”
Investment Professional,Incubation and Investment Platform
“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
"We could not have asked for better implementation support!"
Partner & President,Private Investment Firm Focusing on Energy and Government Contracting Suppliers

Let us deliver solutions quickly and seamlessly.

Trusted and recommended by Intapp to hundreds of financial services firms as the premier DealCloud implementation, consulting, and support partner, we’re ready to put our expertise to work for you.

Let’s talk about your firm, your objectives, and the next steps in your DealCloud journey.

Set a Meeting

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

NEWSLETTER

Get monthly insights and ideas.

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

Ready to
move forward?

Why Wait?

We’re here to empower financial services CRM and SaaS platforms and their clients to maximize adoption and success.

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© 2025 Monarch, a division of Core10, Inc. All rights reserved.

Privacy Policy.