Growth for financial service firms

Boost efficiency and deal velocity with integrated document management

To move deals forward quickly, your dealmakers need fast access to the right versions of teasers, diligence materials, financial models, and other key documents — along with a secure, governed space for collaboration. Siloed systems make this hard by slowing workflows and creating data-sharing risks.

Intapp Collaboration for DealCloud solves this problem by bringing document management and team collaboration together in one governed workflow. DealCloud auto-provisions Microsoft SharePoint sites and Teams workspaces that are connected to your deals — so the right documents and context are shared with the right people from day one.

Help your teams close deals faster

Boost security

Boost security

Efficiently manage and automate access control to your firm’s document repositories.

Ensure consistency

Ensure consistency

Reinforce good working practices with repository folder and document templates.

Streamline workflows

Streamline workflows

Meet users where they work by bringing document access into the DealCloud deal management UI.

DealCloud and SharePoint

Enhance collaboration across every deal

Automate workspace creation and access control

Provision deal-specific SharePoint sites and enforce access based on DealCloud permissions —without manual IT administration.

Standardize workspace setup 

Maintain consistency across all deals by creating folder structures, document templates, and site configurations based on deal characteristics and working practices.

Access documents without leaving DealCloud

Work faster and build a structured foundation for AI by filing, reviewing, editing, and tagging documents directly within DealCloud.

DealCloud and Teams

Accelerate execution and improve governance

Auto-provision Teams workspaces

Produce a structured Teams workspace populated with members, context, and stage as soon as a deal is created.

Keep Teams and deals in sync

Automatically update workspace membership when key fields change in DealCloud.

Give operations teams governed deal visibility

Link workspaces and workgroups to provide governed visibility into deal activity.

Book a demo

Discover how Intapp Collaboration for DealCloud can help your firm transform document and deal management.