Intapp Collaboration for DealCloud

Growth for financial service firms

Boost efficiency and deal velocity with integrated document management

To move deals forward quickly, your dealmakers need easy access to the right versions of key documents — whether they’re teasers, diligence materials, or financial models. But siloed systems make that access hard, slowing down workflows and leading to data-sharing risks.

Intapp Collaboration for DealCloud solves this problem by integrating document management into your deal management lifecycle. Automatically create and manage SharePoint workspaces that are tailored to your deal, security, and compliance requirements — all driven by your DealCloud workflow and user permissions.

Ready to combine the power of Intapp Collaboration, DealCloud, and Microsoft 365?

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Help your teams close deals faster

Boost security

Efficiently manage and automate access control to your firm’s document repositories.

Ensure consistency

Reinforce good working practices with repository folder and document templates.

Simplify and centralize workflows

Meet users where they work by bringing document access into DealCloud’s deal management UI.

Drive firmwide collaboration with Intapp DealCloud and Microsoft 365

Deliver industry-tailored SharePoint workspaces

Simplify collaboration and workspace setup with templates, SharePoint sites, libraries, and folder structures based on deal characteristics and working practices.

Enhance user experiences

Eliminate toggle fatigue by filing, reviewing, editing, and tagging documents directly within DealCloud.

Automate document and workspace creation

Reduce manual IT administration with triggers that provision deal-specific SharePoint sites and assign deal team members via automated workflows.

Improve information governance and deal velocity

Automatically grant access to SharePoint sites and document repositories based on DealCloud permissions, so teams can quickly find the data they need while complying with firm policies.

Build infrastructure for future AI grounding

Automatically and consistently structure documents across deal processes, so your AI solutions can easily integrate with them and generate accurate, meaningful results.

Boost compliance across teams

Demonstrate compliance with Microsoft-native audit trails and access logs.

Book a demo of Intapp Collaboration for DealCloud

Speak with an expert

Fill out the form and discover how Intapp Collaboration for DealCloud can help your firm transform document and deal management.