Clients expect more than execution — they expect insight, creativity, and a deep understanding of their goals. Investment bankers need more than just spreadsheets and instinct to deliver. That’s why industry experts built Intapp DealCloud to centralize intelligence, surface strategic opportunities, and turn every client interaction into a competitive advantage.
Tracking actionable ideas and value-add opportunities
Investment bankers thrive on their ability to generate and act on client ideas, whether it’s identifying acquisition targets, suggesting capital-raising strategies, or surfacing new market opportunities. The DealCloud platform provides a centralized hub for tracking these actionable ideas and potential occurrences, ensuring no opportunity is missed. The platform’s configurable workflows and real-time dashboards allow teams to monitor the entire pipeline, from initial idea generation to deal execution — maximizing resource allocation and forecasting outcomes with precision. The results are tangible: Haven Capital notes that they’ve saved 16 hours per month managing deal pipeline by adopting DealCloud.
By capturing and organizing every client interaction, market signal, and strategic suggestion, DealCloud institutionalizes firm knowledge. This empowers bankers to proactively present clients with tailored solutions, backed by a robust trail of past recommendations and outcomes.
Unlocking strategic data with DataCortex
Creativity in investment banking is fueled by intelligence: knowing the market, understanding industry trends, and spotting emerging opportunities before competitors do. DealCloud’s DataCortex brings a rich set of actionable data directly into the platform, unifying proprietary firm data with leading third-party market intelligence from providers such as S&P Global, Moody’s and Preqin. This unified view eliminates the need to toggle between multiple data sources, allowing bankers to more efficiently analyze and assess potential opportunities and ideas.
In addition to firm and third-party data, clients can also access Intapp Data, a rich firmographic data set of over 14 million company records and 200 million contact profiles, which can further assist bankers with quickly validating targets, enriching client profiles, and uncovering hidden connections that spark innovative deal ideas. This strategic data advantage translates directly into a competitive edge for both bankers and their clients.
Intapp Assist: AI-driven client intelligence and industry insights
Intapp Assist brings generative AI capabilities to DealCloud, fundamentally altering how investment bankers summarize client intelligence and activity. The suite of AI capabilities automatically generates deal, company, and meeting summaries, providing a 360-degree view of each client’s ecosystem. AI-powered recommendations surface industry updates, relationship signals, and new opportunities — highlighting connections and trends that might otherwise go unnoticed.
Intapp Assist is designed with a focus on security and compliance, ensuring sensitive client data is protected while still delivering the actionable insights bankers need to spark new conversations and craft creative solutions. Whether it’s a prompt for a timely follow-up or an alert about a relevant industry shift, these AI-driven signals help investment bankers stay ahead and anticipate client needs.
A unified space for team collaboration and ideation
Creativity flourishes in collaborative environments. DealCloud provides a unified space for all client and engagement intelligence, breaking down silos, enhancing visibility, and enabling seamless teamwork across industry and product groups. Hamilton Lane notes that by adopting DealCloud, they were able to eliminate 28 existing systems and processes. By reducing the number of disparate systems and processes team use, the firm was able to promote a more collaborative and unified approach to dealmaking.
Automated activity capture, relationship scoring, and centralized communication data ensure that every team member has access to the latest insights and can contribute to the ideation process. This single source of truth enhances decision-making, speeds up deal execution, and institutionalizes best practices — making it easier for bankers to deliver innovative, high-impact solutions for their clients.
Elevating client service and innovation
Purpose-built for investment banking, Intapp DealCloud empowers teams to track actionable ideas, leverage strategic data, harness AI-driven insights, and collaborate in a unified environment. DealCloud helps investment bankers to consistently deliver creative, value-add solutions that help clients achieve their goals and stand out in a competitive market.
To learn more about how Intapp DealCloud can help your bankers work smarter and more creatively, Schedule a demo.