Corporate finance software and solutions

Corporate finance software and solutions

Modernize and unite your deal lifecycle with end-to-end deal management

Modernize and unite your deal lifecycle with the real-time information corporate finance teams need to centralize end-to-end deal management. With Intapp DealCloud, teams can easily build, track, and manage the complex network of relationships and activities involved in each transaction. DealCloud provides a configurable platform built to track activities, identify buyers, and accelerate due diligence — freeing your teams to source and close more deals.

Improve collaboration with a unified view of related relationships, activities, and deals

Fast-track deal closures and pipeline management with Intapp DealCloud for corporate finance

Close more deals

Accelerate deals as they move through every stage in the pipeline with vertical-specific technology.

Strengthen relationships

Discover and nurture meaningful connections with valuable, AI-driven relationship intelligence.

Source more business

Identify opportunities and make smarter decisions with a centralized source of truth.

Discover, pursue, and win more deals with Intapp DealCloud for corporate finance

Relationship management 

Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.

Marketing integration 

Maximize branded email campaigns and firm outreach with integrated tools that let your teams design and send campaigns as well as analyze campaign results.

Business development  

Discover new opportunities by monitoring corporate and sponsor relationships alongside market activity.

Pipeline management

Improve outcomes by centralizing target pipeline, maximizing resource allocation, and forecasting estimated fees.

Deal execution and collaboration

Simplify workflows with on-demand buyers list development, deal marketing, and reporting.

Firm knowledge

Accelerate communication sharing and improve decision-making with increased institutional knowledge.

Intapp DealCloud for corporate finance

Real-time institutional knowledge sharing

Improve communication and inform decision-making with unified workflows and intelligence.

Automated workflows, alerts, and reports

Stay up to date on deals and next steps with automated task workflows, notifications, and AI-generated signals on desktop or mobile.

Reporting and analytics

Visualize the firmwide pipeline and inform deal execution with reports, dashboards, tear sheets, and other customizable resources.

AI summaries and recommendations

Save time and make better-informed decisions with AI-generated summaries of deal information as well as recommendations based on firm and market intelligence.

System integrations

Share data across your firm with a centralized hub that connects with Microsoft 365 and other applications your team uses every day.

Actionable data

Inform and empower your dealmakers by transforming your proprietary and third-party data into institutional knowledge.

Intapp DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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