Stak vs. DealCloud (Intapp)
Accessible SaaS vs. enterprise-only CRM. Compare investor portal, document generation, and fee tracking capabilities.
Why Teams Choose Stak
Accessible SaaS Pricing
Start at $299/mo with published pricing. No enterprise-only contracts, no six-figure implementation fees, no multi-year commitments.
All-Inclusive Platform
Investor portal, document generation, fee tracking, and commission management included in every plan — not sold as separate modules.
Faster Time-to-Value
Self-service setup in under an hour. No consultant-driven implementation cycles that stretch into weeks or months.
SPV-Native Architecture
Every data model, calculation, and workflow is designed for deal-by-deal SPV operations, not adapted from a generic deal management CRM.
DealCloud
Enterprise CRM and deal management platform for large PE firms, backed by Intapp's professional services ecosystem.
Stak
Accessible SaaS pricing (not enterprise-only), investor portal and document generation included in every plan, faster time-to-value without consultant-driven implementation.
Feature-by-Feature Comparison
Investor Portal
Investor Portal
Real-Time MOIC & IRR
Document Downloads
Investor Notifications
Investor Profile Management
Multi-Currency Portfolio
Deal Management
SPV Structuring (1-tier & 2-tier)
Deal-by-Deal Fee Economics
All-in PPS Calculation
Pro-Rata Cost Allocation
Multi-Tranche Closings
Deal Pipeline / CRM
Relationship Intelligence
Cross-Practice CRM
Document Engine
Confirmation Letter Generation
Annual Report Generation
Capital Call Notices
Custom Document Templates
Branded Documents
Commissions & Fees
Entry Fee Commission Tracking
Carry Fee Retrocession
Multi-Tier Partner Commissions
Commission Audit Trail
Reporting
ILPA-Aligned Reporting
Custom Reporting Views
CSV / Excel Export
Security & Compliance
2FA / TOTP
Role-Based Access Control
Full Audit Logging
GDPR & nFADP Compliance
Integration & Data
REST API
Excel/CSV Import
Support & Pricing
Published Pricing
Free Trial
Self-Service Onboarding
No Implementation Fees
When to Choose Stak
Your scenario:
You need institutional-grade deal management without the enterprise-only pricing, lengthy implementation, and consultant-driven configuration.
Our recommendation:
Stak delivers institutional-grade capabilities at SaaS pricing with self-service onboarding. DealCloud is the right choice if you need a full enterprise CRM across all professional services.
Frequently Asked Questions
How does Stak compare to DealCloud for PE deal management?
Stak is an accessible SaaS platform purpose-built for SPV deal management, with published pricing starting at $299/mo. DealCloud (by Intapp) is an enterprise CRM for larger firms across professional services. Stak includes investor portal and document generation in every plan; DealCloud sells these as separate modules.
Is Stak suitable for large firms that currently use DealCloud?
Stak is designed for firms managing deal-by-deal SPVs, from emerging sponsors to established operators. If your primary workflow is SPV structuring with investor management, Stak offers deeper native functionality. For broad enterprise CRM across multiple practice areas, DealCloud offers wider coverage.
What about implementation time compared to DealCloud?
Stak offers self-service onboarding with no consultant-driven implementation required. Most teams set up their first deal within an hour. DealCloud implementations typically involve professional services engagements that can take weeks to months.
See Stak in Action
The best way to compare is to try it. Explore the full platform with real (fictitious) data.