Transaction advisory software for consulting firms

Transaction advisory software and solutions

Achieve your firm’s full potential with unified deal and pipeline management

Expand your network, close more deals, and accelerate time-to-impact of services delivered with Intapp DealCloud. Create a single source of truth for all information regarding key relationships, current deals, and insights from previous deals — so your firm can operate more efficiently and strategically.

Improve knowledge sharing with a unified view of related relationships, activities, and deals

Accelerate deal closures and improve pipeline management with Intapp DealCloud for transaction advisory

Close more deals

Fast-track deals as they move through every stage in the pipeline with vertical-specific technology.

Strengthen relationships

Discover, build, and nurture important connections with valuable, AI-driven relationship intelligence.

Source more business

Identify more opportunities and make better-informed decisions with a centralized source of truth.

Increase opportunities and team capacity with Intapp DealCloud for transaction advisory

Relationship management 

Create strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.

Team capacity management

Gain a unified view of staff capacity and project timelines relative to the deal pipeline, so you can ease staffing and workflow management.

Business development  

Examine pipeline activities, current engagements, and details around upcoming transactions in one place.

Pipeline management 

Enhance decision-making by centralizing target pipeline and maximizing resource allocation.

Deal execution and collaboration  

Centralize current and historic pipeline data, and systematize pipeline tracking and forecasting across sectors.

Firm knowledge

Accelerate communication sharing and improve decision-making with increased institutional knowledge.

Intapp DealCloud for transaction advisory

Real-time institutional knowledge sharing

Improve communication and decision-making with unified workflows and intelligence.

Automated workflows, alerts, and reports

Stay up to date on deals and next steps with automated task workflows, notifications, and AI-generated signals on desktop or mobile.

Reporting and analytics

Visualize the firmwide pipeline and inform deal execution with dashboards, reports, tear sheets, and other customizable resources.

AI summaries and recommendations

Save time and make smarter decisions with AI-generated summaries of deal information, as well as recommendations based on firm and market intelligence.

System integrations

Share data across your firm with a centralized hub that connects with Microsoft 365 and other applications your team uses every day.

Actionable data

Inform and empower your dealmakers by transforming your proprietary and third-party data into institutional knowledge.

Intapp DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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