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By centralizing data, enhancing collaboration, and unlocking real-time insights, DealCloud empowers your team to focus on what matters most—delivering outstanding results for your clients.
Disjointed relationship management can stand in the way of client success. Streamline workflows, unify your data, and gain the visibility needed to build stronger relationships, deliver better outcomes, and drive long-term client value.
The fully configurable, purpose-built Intapp DealCloud platform serves as the command center for your investment banking teams — delivering real-time relationship intelligence for faster, smarter client engagement.
Investment banking teams like yours can harness AI through DealCloud Assist to dramatically enhance how deals are originated, evaluated, and executed.
This not only accelerates dealmaking but also ensures better precision in targeting the right opportunities at the right time. With DealCloud, you can convert vast amounts of firm data into actionable insights—allowing teams to work smarter, collaborate more effectively, and ultimately close more deals with confidence.
DealCloud enables your team to harness the full potential of its collective network by centralizing firm and market intelligence into a single source of truth. By leveraging Applied AI, DealCloud helps teams navigate complex networks, source optimal opportunities, and close more deals. This strategic approach amplifies your ability to maintain and develop key relationships, ensuring a competitive edge.
By unifying firmwide intelligence, your team gains real-time visibility into pipelines, deals, and relationships. Advanced analytics and customizable dashboards drive smarter decisions, risk mitigation, and optimized resources.
With improved visibility and AI-driven intelligence, you can focus on high-value activities, drive stronger outcomes, and maintain a competitive edge in the market.
Enhance client targeting, improve deal flow, and maximize relationship value by leveraging data-driven insights.
Firms like yours use automated reporting for new-client intake and project staffing as well as assigning coverage based on bankers’ current and projected workload. Enhance efficiency by using DealCloud’s customized dashboards to monitor deal pipelines and client needs in real time. These dashboards provide instant access to deal statuses, automate reporting, minimize manual entry, and optimize resource allocation.
Utilizing a unified platform to track deal sourcing, progress, and staffing details ensures that all team members have access to the same information — reducing miscommunication and streamlining processes. DealCloud’s relationship intelligence solution lets firms passively capture interactions with key contacts and build firmwide networking ecosystems.
| Features | Intapp DealCloud | Generic CRM |
|---|---|---|
| A comprehensive deal, pipeline, relationship, and knowledge management platform | ||
| A multi-relational solution that addresses all counterparties and external and internal teams involved with engagements | ||
| Best practice blueprints and roadmap designed for all investment banking use cases |
| Features | Intapp DealCloud | Generic CRM |
|---|---|---|
| Comprehensive and configurable reporting with Microsoft plugins (Word, Excel, PowerPoint) | ||
| Millions of contact and company records via Intapp DealCloud with pre-built integrations and third-party data providers | ||
| Relationship intelligence and built-in AI with Intapp Assist (optional add-on) | ||
| Near full replication of web platform functionality within Outlook and mobile app |
Reach out to book a meeting with your account team. We look forward to speaking with you.
Kelly Catalane
Managing Director
Kelly.Catalane@intapp.com
Discover why the Intapp DealCloud deal and relationship management platform is so much more than a CRM.
Ready to see how DealCloud can transform your dealmaking? Schedule a demo today to discover the future of CRM and deal management in investment banking.
"We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and private capital marketplaces. We had a very effective implementation experience and receive outstanding service."
"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."
"[Intapp] 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 that we’re providing the most value across the full deal lifecycle."
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