AI-powered Intapp DealCloud is a fully customizable, secure platform developed to meet the specific needs of BTIG’s investment bankers. Whether your bankers are managing M&A transactions or running debt advisory mandates, DealCloud enhances efficiency and client satisfaction by centralizing your firm and market intelligence — then delivering actionable insights that help them execute faster, deliver more personalized service, and make more informed decisions.
Drive deal success at BTIG with
Intapp DealCloud
Get a competitive edge with the deal and relationship management platform built for investment banking
Designed for the unique needs of BTIG
Purpose-built for BTIG’s dealmakers
Created for the fast-paced world of investment banking, DealCloud is tailored for the way your dealmakers work. AI-powered tools for managing deals, relationships, and market intelligence are integrated directly into your existing workflows — so your teams can outpace and outsmart the competition.
Engineered to enhance collaboration
Improve collaboration with a unified platform that boosts team productivity and accelerates deal flow. DealCloud optimizes deal execution and keeps your teams aligned by providing a single source of truth that connects every aspect of dealmaking.
Trusted by leading advisory firms
Top investment banking and advisory firms — including Lazard, Raymond James, and EY — rely on DealCloud to power growth. Tapping into the same platform trusted by leading global dealmakers positions BTIG to improve performance and unlock new opportunities.
Configured for BTIG’s needs
DealCloud simplifies dealmaking by adapting to your specific needs. The platform can be configured to handle BTIG processes related to all deal types including complex M&A transactions, multi-stage deals, and IPOs.
The Intapp DealCloud advantage
Work faster
Spend more time on strategy — and less time on administrative tasks — with automated workflows and zero-entry data capture.
Simplify relationship management
Deepen connections and prioritize outreach with relationship strength scores, real-time network insights, and reminders to reconnect with cooling contacts.
Improve decision-making
Make more profitable, data-driven decisions with real-time insights and analytics derived from prior BTIG deals and conversations, relationship intelligence, and market trends.
Uncover new opportunities
Identify new deal opportunities using integrated third-party market data, real-time industry updates, and actionable AI-powered insights.
Scale for growth
Effortlessly scale the DealCloud platform to meet your needs and requirements as BTIG grows and evolves.
Connect with us
Complete the form below to speak with our investment banking experts and see DealCloud in action.
Brandon Palladino
Senior Client Development Director,
Financial Services
brandon.palladino@intapp.com
Jessica Guglielmo
Enterprise Client Development Associate
jessica.guglielmo@intapp.com
Schedule a DealCloud demo
Speak with an industry expert
Meet with our team to see firsthand how DealCloud can accelerate dealmaking and growth at BTIG.
Top investment banking firms rely on Intapp DealCloud
What our clients are saying
"We knew we had found the right solution when we realized how purpose-built DealCloud is for the investment banking and private capital marketplaces."
Chief Experience Officer, Investment Banking at Raymond James
"The ease of use and functionality of DealCloud has really driven banker adoption, which in turn has significantly enhanced the quality of information and usefulness of our system."
Chief Administrative Officer of Investment Banking at Stephens
"DealCloud has given our team the necessary tools to proactively engage the market. FMI is a relationship driven business, and this technology allows us to stay on top of those connections to ensure we are providing the most value across the full deal lifecycle."
Managing Director at FMI Capital Advisors
We knew we had found the right solution when we realized how purpose-built DealCloud is for the investment banking and private capital marketplaces.
-
Intapp DealCloud
The ease of use and functionality of DealCloud has really driven banker adoption, which in turn has significantly enhanced the quality of information and usefulness of our system.
-
Investment banking
-
Intapp DealCloud
DealCloud has given our team the necessary tools to proactively engage the market. FMI is a relationship driven business, and this technology allows us to stay on top of those connections to ensure we are providing the most value across the full deal lifecycle.
-
Intapp DealCloud
Related resources
News article
GP Bullhound selects DealCloud to drive firmwide connectivity and collaboration
-
Investment banking
-
Intapp DealCloud
News article
Trill Impact selects DealCloud to manage sourcing and origination efforts
-
Investment banking
-
Intapp DealCloud
News article
Argentum Asset Management Chooses DealCloud
-
Private capital
-
Intapp DealCloud
News article
SEB Investment Banking selects DealCloud to drive businesswide connectivity and collaboration
Blog post
How investment bankers can exceed rising client expectations
-
Investment banking
-
Intapp DealCloud
News article
Summa Equity Chooses DealCloud
-
Private capital
-
Intapp DealCloud
News article
GP Bullhound selects DealCloud to drive firmwide connectivity and collaboration
GP Bullhound, a global independent technology advisory and investment firm, has selected DealCloud as its CRM and deal management system. Implementing DealCloud will create a centralized knowledge base to drive firmwide connectivity and collaboration.
Read news article
-
Investment banking
-
Intapp DealCloud
News article
Trill Impact selects DealCloud to manage sourcing and origination efforts
Trill Impact, a Stockholm-based impact investing firm, has selected DealCloud to enhance and streamline sourcing and origination efforts, relationship management, staffing, and investor relations.
Read news article
-
Investment banking
-
Intapp DealCloud
News article
Argentum Asset Management Chooses DealCloud
Argentum Asset Management, a Norway-based private equity fund investor investing on behalf of the Norwegian government and private investors, has selected DealCloud for deal and relationship management.
Read news article
-
Private capital
-
Intapp DealCloud
News article
SEB Investment Banking selects DealCloud to drive businesswide connectivity and collaboration
SEB Investment Banking, one of the leading investment banks in the Nordic region, has selected DealCloud as its internal technology system to improve connectivity and collaboration across the business.
Read news article
Blog post
How investment bankers can exceed rising client expectations
Client expectations are rising. Discover how the market is evolving in response to this shift and how investment bankers can exceed client requirements.
Read blog post
-
Investment banking
-
Intapp DealCloud
News article
Summa Equity Chooses DealCloud
Summa Equity, a lower mid-market private equity firm headquartered in Stockholm, Sweden, has selected DealCloud to better track and manage deal flow and relationships.
Read news article
-
Private capital
-
Intapp DealCloud