When clients engage corporate finance teams to manage sell-side transactions, the stakes are high: maximizing value, ensuring a smooth process, and finding the right buyer are all critical.
Platforms like Intapp DealCloud are fundamentally reshaping how these teams deliver results. With Intapp Assist for DealCloud, a suite of powerful AI capabilities, teams can work smarter and faster — and make the sell-side transaction process more client-focused at every stage. Here’s how.
Drive more interest from potential buyers with applied outreach
One of the most challenging aspects of a sell-side transaction is crafting communications that get potential buyers to engage. The Intapp Assist applied outreach feature makes this faster, easier, and more effective by using AI to automatically generate personalized emails.
Instead of manually writing customized emails or relying on generic ones, teams can use applied outreach to generate draft emails based on prior interactions, relationship history, and news. This saves significant time and helps drive higher response rates by ensuring every email is tailored specifically for each potential buyer.
Get actionable, real-time insights with relationship signals
The Intapp Assist relationship signals feature provides the timely, AI-powered insights your corporate finance teams need to find the right buyers and maximize client value. With AI-driven nudges, network updates, and market developments, your professionals can stay in the know and surface suitable buyers more quickly.
Work faster with smart tags
The volume of data and interactions in a sell-side process can be overwhelming. Smart tags automatically suggest relevant company and contact tags for emails, meeting notes, documents, and buyer interactions.
This saves corporate finance teams time that they can reallocate to servicing clients — and ensures that every piece of information — whether it’s a quick note from a prospective buyer or a follow-up email to a client — is organized and easily retrievable.
Focus on what matters with summarization
Sell-side transactions move fast, making it challenging for teams to stay up to speed. With the Intapp Assist summarization feature, your professionals can make smarter, more informed decisions with AI-generated summaries that highlight actionable insights for deals, clients, and meetings.
These summaries free professionals from hours of manual review, allowing them to spend more time on strategy, and rapidly brief clients on key developments, buyer feedback, or due diligence findings.
Deliver more value with a client-centric sell-side experience
In a market where timing and relationships are everything, Intapp Assist for DealCloud gives corporate finance teams an edge. They help your professionals work faster, and deliver the actionable, real-time insights they need to achieve the best possible results for their sell-side clients — each and every time.
Visit our website to learn more about how Intapp Assist can help your corporate finance professionals deliver exceptional client value with the power of AI.