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Streamlining confidential information management with Intapp Walls

  • Financial services
  • Intapp Walls
Protect sensitive data with Intapp Walls. Automate information barriers, ensure compliance, and safeguard confidential information across all systems.

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Blog Posts

Start small, scale smart: A beginner’s guide to Intapp DealCloud automations

  • Financial services
  • Investment banking
  • + 1 more
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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Press release

Intapp DealCloud named Deal Origination Solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards

  • Capital markets
  • Financial services
  • + 2 more
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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Blog Posts

AI-powered sourcing: giving PCM firms the edge in deal origination

  • Financial services
  • Private capital
  • + 2 more
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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Press release

Intapp + Alphastream: Transforming deal execution workflows using AI

  • Capital markets
  • 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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Products

Collaboration for DealCloud

  • Financial services
  • Investment banking
  • + 2 more
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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Products

Try Intapp DealCloud

  • Financial services
  • Professional services
  • + 2 more
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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Blog Posts

Best practices for selecting a financial services CRM through an RFP process

  • Financial services
  • Private capital
  • + 1 more
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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Press release

Intapp announces collaboration with Snowflake for enhanced analytics and industry insights  

  • Financial services
  • Professional services
  • + 1 more
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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Media coverage

FundFire – Vista CEO: For Buyout Managers, AI Is ‘Like Electricity’

  • Financial services
  • 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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