A DealCloud alternative for boutique banks

Where DealCloud is stronger

• It captures email and meetings from Outlook and builds a picture of who knows whom.
• It brings in company data from providers such as PitchBook, Preqin and FactSet.
• It has AI search across the firm's relationships and deals.
• It is configurable for large firms with many teams and offices.

Where Stowbill is stronger

• A data room for buyers is included. DealCloud is a CRM and has no data room.
• A conflict check is part of the workflow. In the Intapp family it is a separate product.
• Partner approval at each phase, and document sign-off tied to the version.
• Timesheets and invoicing, including the success fee.
• You can start the same day, with a practice deal to try first.

Side by side

Price

Intapp does not publish DealCloud prices. Third-party reports put annual contracts from tens of thousands of dollars upward, with implementation charged on top and projects reported to take four to six months. These figures come from buyers and competitors, not from Intapp. Vendor prices change and most are quoted case by case, so ask each vendor for a current quote. Stowbill is a flat price per user, from $39 a month on the plan that includes data rooms, with a minimum of five users and no charge per deal, per page or per guest.

An honest recommendation

If your firm's edge is its network and you want every email and meeting captured across a large team, DealCloud does that and Stowbill does not. If you want each mandate run under partner control with the data room attached, Stowbill fits, and costs far less to start.

Stowbill does not have AI features, page-by-page viewing analytics, a mobile app, or SOC 2 or ISO 27001 certification today. Single sign-on is built but not yet switched on.

Questions