Intapp Assist for DealCloud: Origination

Intapp Assist for DealCloud: Origination

Optimize deal origination workflows and unlock hidden opportunities

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One platform for sourcing, screening, and tracking opportunities

Save countless hours and get connected, curated data fast with the power of AI. Integrated with DealCloud, origination is an all-new deal-sourcing capability in Intapp Assist that seamlessly combines your firm data and external market intelligence. Enhance and expedite your deal sourcing with just a few clicks — and get results based on your investment criteria and preferences complete with market mapping, comprehensive company screenings, and targeted recommendations.

Streamlined, end-to-end origination

Build, manage, and act on dynamic target lists all within DealCloud — eliminating data silos and fostering collaboration across your firm.

Unified data for better decisions 

Combine proprietary, third-party, and Intapp Data in one platform for seamless opportunity discovery.

Smarter deal sourcing

Find the right asset, at the right price, at the right time for your firm and investors with AI-powered deal sourcing.

How you can use origination

Investor and deal teams
Source opportunities that align with your fund’s strategy
Build and share watchlists to monitor target industries and companies
Market mapping to understand broader market trends
Use personal relationships to find off-market deals

How it works

Build your target list

Create a list of target companies based on fund mandate and investment criteria.

 

Refine the list

Use natural language query and filters to refine your results.

 

Get deeper insights

From the refined list, view critical information on your target company, including proprietary data and third-party market intelligence.

 

Collaborate and track

Share the watchlist with team members to easily track and convert targets to deal pipeline.

 

Schedule a demo of Intapp DealCloud

Just fill out the form and we’ll be in touch.