Streamlining confidential information management with Intapp Walls
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Financial services
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Intapp Walls
Protect sensitive data with Intapp Walls. Automate information barriers, ensure compliance, and safeguard confidential information across all systems.
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Start small, scale smart: A beginner’s guide to Intapp DealCloud automations
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Financial services
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Investment banking
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Learn how to build smart automations in Intapp DealCloud to improve data quality, reduce manual work, and streamline your firm’s deal management.
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Intapp DealCloud named Deal Origination Solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards
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Capital markets
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Financial services
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Intapp DealCloud was named Deal Origination solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards. The awards recognize excellence among service providers and fund performance across private equity.
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AI-powered sourcing: giving PCM firms the edge in deal origination
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Financial services
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Private capital
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Discover how AI-powered sourcing with Intapp DealCloud helps private capital market firms originate smarter, surface high-value opportunities faster, and close with confidence in today’s competitive deal environment.
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Intapp + Alphastream: Transforming deal execution workflows using AI
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Capital markets
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Financial services
Intapp is deepening its partnership with Alphastream to further integrate the company’s generative AI document intelligence capabilities with DealCloud.
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Collaboration for DealCloud
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Financial services
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Investment banking
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With Intapp Collaboration for DealCloud, your firm can automatically create and manage SharePoint workspaces tailored to your requirements and DealCloud permissions.
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Try Intapp DealCloud
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Financial services
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Professional services
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More than a CRM, DealCloud is a purpose-built platform for the collective intelligence of your people and processes — a single source of truth to manage relationships, track and forecast pipeline, and streamline execution.
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Best practices for selecting a financial services CRM through an RFP process
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Financial services
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Private capital
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Learn about pros and cons of the RFP process, and best practices for running an RFP for a financial services CRM.
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Intapp announces collaboration with Snowflake for enhanced analytics and industry insights
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Financial services
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Professional services
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Intapp and Snowflake collaborate to combine key data sets, apply analytics that inform deal-related decision-making, and bring that information into workflows within Intapp DealCloud.
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FundFire – Vista CEO: For Buyout Managers, AI Is ‘Like Electricity’
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Financial services
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Private capital
Justin Mitchell, a senior correspondent from FundFire, recently attended Intapp’s webinar, Beyond traditional sourcing: Discovering opportunities with AI-driven origination in private capital, and included Rudy Saad’s comments in a subsequent article. In the article Rudy asserts that true market players will need to adopt AI in order to operate well in a changing market.
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