Save time on email outreach with DealCloud’s applied outreach feature, which uses AI to generate personalized emails that drive better response rates.
Intapp Assist for DealCloud: Applied outreach
Create client emails that convert
with AI-powered insights and drafts
How it works
Select recipients
Choose the DealCloud contact or contacts you want to email.
Guide the AI
Select from predefined email templates, or provide instructions to the AI to generate custom content.
View contextual insights
See AI-surfaced insights on selected recipients, including interactions, relationship history, and news.
Review and send
Review the AI-generated draft, personalized to each contact based on recent interactions and news, then edit as needed.
Analyze performance
Monitor email opens and track engagement metrics in real time.
Tailored emails for every industry
Business development
Plan and schedule business travel and roadshows.
Mergers and acquisitions
Draw interest from potential buyers during the sell-side process.
Investor relations and fundraising
Target investors during fundraising, communicate about deals, and manage investor relationships.
See applied outreach in action.
Why CIOs, CTOs, and innovators choose Intapp
Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.
Compliance and security
Market-leading ethical walls, confidentiality, and security for highly regulated firms
AI you can trust
Transparent AI governance with unified security controls
Integrated platform
Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows
Proven scale, innovation
Battle-tested by the world’s largest firms with ongoing platform investment
Always-on cloud infrastructure
Azure-backed reliability with multi-region redundancy and tested disaster recovery
Integrations made easy
Pre-built integrations and partner ecosystem reduce IT burden and TCO
Schedule a demo
Fill out the form to book a demo, and see how Intapp DealCloud can help your firm navigate complex networks, source more deals, and execute business faster.