Expand your network, close more deals, and accelerate the time to impact of services delivered with Intapp DealCloud. Create a single source of truth for all information regarding key relationships, current deals, and insights from previous deals — so your firm can operate more efficiently and strategically.
Transaction advisory software and solutions
Achieve your firm’s full potential with unified deal and pipeline management
Increase opportunities and team capacity with Intapp DealCloud for transaction advisory
Relationship management
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Team capacity management
Gain a unified view of staff capacity and project timelines relative to the deal pipeline, so you can ease staffing and workflow management.
Business development
Examine pipeline activities, current engagements, and details around upcoming transactions in one place.
Pipeline management
Improve decision-making by centralizing the target pipeline and maximizing resource allocation.
Deal execution and collaboration
Centralize current and historic pipeline data, and systematize pipeline tracking and forecasting across sectors.
Firm knowledge
Accelerate communication sharing and improve decision-making with increased institutional knowledge.
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Intapp DealCloud for transaction advisory
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 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 Intelligent Cloud
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.
Intapp Cloud Infrastructure
Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.
Learn more about our cloud infrastructureIntapp Data Architecture
Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
Learn more about our data architectureIntapp Applied AI
Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
Learn more about our Applied AI strategy