Intapp DealCloud
AI-powered CRM built for investment banking
Win more mandates in an increasingly competitive market with AI-powered deal intelligence.
AI built 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
Bringing the world’s leading AI companies directly into investment banking workflows
Intapp Celeste
The agentic AI platform built for investment banks
Use our purpose-built AI platform to create and deploy specialized agents across firm workflows — with domain expertise in deal lifecycles, engagement workflows, and compliance.
Investment banking use cases:
- Proactive relationship nudges
- Pitch deck and comparables generation
- Enhanced client onboarding
- Accelerated deal execution
- Supported buying sourcing and outreach
- Automated knowledge and credential processing
Top investment banking firms trust Intapp DealCloud
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
Discover why top firms choose DealCloud
Talk to an AI expert
Request a live demo to see how DealCloud AI unifies your firm’s coverage, deal execution, and relationship intelligence to drive efficiency, collaboration, and win rates across every group.