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How investment banks are using Pitchly and Intapp DealCloud to win more mandates

Generate pitchbooks, tombstones, and credentials from Intapp DealCloud data with Pitchly, so bankers spend less time formatting and more time winning mandates.

  • Investment banking
  • Intapp DealCloud

AI playbooks for law firms: Four use cases from DealCloud with Celeste

See how four DealCloud with Celeste playbooks support law firm business development, from meeting prep to conflicts clearance. Watch the webinar.

  • Legal
  • Intapp Celeste
  • + 1 more

Teaching AI your firm’s language: How ontologies reduce hallucinations and drive down token consumption

Without a firm-specific ontology, AI guesses at your data — and gets it wrong. Learn how private capital firms and investment banks reduce hallucinations and cut token costs with Intapp DealCloud.

  • Investment banking
  • Private capital
  • + 2 more

How leading consulting firms turn risk intelligence into a growth advantage

Consulting firms still run conflicts checks on email and memory, and it costs them speed. See how risk intelligence, connected intake and conflicts data, and agentic AI help firms say yes faster and prove every decision.

  • Consulting
  • Intapp Celeste
  • + 5 more

The firms winning the most business aren’t the ones pitching hardest.

The firms winning the most business aren’t pitching harder. They’re operating on better intelligence. Here’s what that looks like in practice.

  • Legal
  • Intapp Celeste
  • + 1 more

How Firm AI unlocks value across every stage of the private capital investment lifecycle

Discover how agentic Firm AI for private capital markets helps firms unlock value at every stage of the investment lifecycle.

  • Private capital
  • Intapp Celeste
  • + 1 more

What the AI-readiness gap is costing your investment banking firm – and how you can close it

63% of institutions lack AI governance frameworks. Find out what the AI-readiness gap is costing investment banks — and how purpose-built platforms help firms close it and drive better deal outcomes.

  • Investment banking
  • Intapp Celeste
  • + 1 more

What it means to be a data-driven private capital firm

Being data-driven isn't a philosophy — it's an operational condition. Learn why benchmark data that isn't embedded in your workflow isn't data capital. It's data inventory.

  • Private capital
  • Intapp DealCloud

The AI-readiness gap in private capital — and what it’s costing your firm

Only 7% of private capital firms have scaled AI enterprise-wide. Discover what's holding firms back from AI-readiness — and how purpose-built platforms help you scale intelligence across the deal lifecycle.

  • Private capital
  • Intapp Celeste
  • + 1 more

Portfolio intelligence is becoming a competitive advantage in sponsor coverage

How unified portfolio intelligence and agentic AI give investment banking coverage teams a mandate advantage in sponsor coverage

  • Investment banking
  • Intapp Celeste
  • + 1 more

In a winner-take-most market, every deal and pitch counts

In a winner-take-most market, every deal and pitch counts. Discover how connected intelligence and AI are redefining deal velocity for investment banks.

  • Investment banking
  • Intapp DealCloud

Beyond go-live: How to turn your CRM into a growth engine

Go-live is a milestone, not the finish line. Learn how law firms turn CRM from a system of record into a growth engine — with relationship intelligence, AI, and continuous optimization.

  • Legal
  • Intapp DealCloud