Unlike generic CRMs, DealCloud is designed for how your investment banking (IB) professionals work.
Intapp DealCloud
Agentic CRM and AI for investment banks
Win more mandates in an increasingly competitive market with AI-powered deal intelligence
Agentic AI for bankers
financial services firms served
meeting the complex needs of dealmakers
in FY25 revenue
Trusted by the industry
Firms with Intapp drive
more opportunities than
firms without Intapp
Up to
per week repurposed for higher-value work
of analysts report DealCloud helps accelerate deal velocity
A secure agentic-AI platform for managing your deal lifecycle
Relationship management and intelligence
Business development and pipeline management
Deal execution
Firm and knowledge management
Bringing the world’s leading AI companies directly into investment banking workflows
Top investment banking firms trust Intapp DealCloud
More than a CRM: The platform chosen by leading investment banks
We knew we had found the right solution when we realized how purpose-built DealCloud is for the investment banking and private capital marketplaces.
Leslie Ann Brooks
Chief Experience Officer, Investment Banking
Raymond James
Frequently asked questions about DealCloud
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Intapp DealCloud for investment banking is a CRM and deal management platform designed specifically for investment banks and advisory firms. Unlike generic CRMs, DealCloud unifies coverage, deal execution, and relationship intelligence in one secure system — built around the workflows your bankers actually use.
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The best CRM for investment banking is one that’s purpose-built for dealmakers, not adapted from generic sales tools. Intapp DealCloud is widely recognized as the industry-leading solution because it’s designed specifically for the complex, multi-entity relationships, coverage models, and fee tracking that investment banks require.
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Investment banks manage far more complex relationships than typical sales organizations. A specialized CRM like Intapp DealCloud supports the multi-party, non-linear relationships that define the industry — such as relationships with clients, sponsors, corporates, lenders, advisors, and internal product groups.
Generic CRMs can also struggle with:
- Managing fee attribution across groups and engagements
- Handling coverage programs across industries and regions
- Capturing relationship and communication data securely and selectively
DealCloud solves these challenges with a multi-relational data model, industry-specific, AI-enabled workflows, and preconfigured reports for pipeline, coverage, and fee tracking — making it the CRM trusted by leading investment banks worldwide.
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No. DealCloud offers turnkey, preconfigured solutions designed for the unique needs of deal professionals at banks of all sizes. DealCloud enables banks with industry solutions alongside available data sync and enrichment. With readily available best practices and accelerated onboarding, DealCloud clients can get up and running quickly.
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DealCloud is designed to get up and running quickly. The DealCloud accelerated deployment package should enable go-live within a month, with implementation taking place within weeks two and three of the process. For firms with limited internal tech resources, this can accelerate time to value by months compared to generic CRMs.
Discover why top firms choose DealCloud
Book a demo
Request a live demo to see how DealCloud unifies your firm’s coverage, deal execution, and relationship intelligence to drive efficiency, collaboration, and win rates across every group.