• Intapp DealCloud for Investment Banking

    Handle Complex Market Dynamics
    with Connected Firm Management

Complex market dynamics demand that modern-day investment bankers and M&A advisors be increasingly agile. Without the right tools and technology at your disposal, buyer identification is arduous, due diligence tends to be slower, and getting the deal to close is much more difficult.

Today’s leading intermediaries need to track activities on the buy-side and sell-side, originate and develop more relationships, and create tailored buyer lists quickly. Without technology, investment bankers, M&A advisors, merchant bankers, and corporate finance professionals lose speed and accuracy, and ultimately are less equipped to compete with other firms.

We’re proud to provide a technology backbone to intermediary firms of all sizes, ranging from regional and boutique firms to large multinational banks. At Intapp, we know that every investment opportunity is unique, and that the investment banking teams who execute on it should have a fully configurable, unified technology platform to act as the central hub for relationship intelligence. We have a proven track record of enabling investment banking and advisory firms to manage risk, improve operational efficiencies, drive profitability, enhance firm-wide transparency, and much more.

Powering the Connected Investment Banking Firm

Deep Domain Expertise and 20+ Years of Experience

Our long history of working with investment banking firms of all sizes has given us an insider’s understanding of the needs of industry professionals. We speak the same language as our clients, and understand your firm’s short- and long-term goals. Top talent from across the investment banking industry has joined our ranks, enabling us to implement purpose-built solutions that have real measurable impact on bankers and firm leaders alike.

Operational Excellence at the Heart of Our Business

We know that at the end of the day, time is money in the banking industry. That’s why our entire organization — from customer success to product engineering — focuses on driving operational efficiencies for investment banking firms through our technology solutions. We care deeply about the ever-changing trends that affect banking industry professionals, and as a result, we are quick to help firms navigate turbulent times, shifts in strategy, and corporate growth.

Dedication to Implementation, Configuration, and User Adoption

We know technology is only as good as how it’s used. Our solutions are designed for investment bankers and advisors, and are configured specifically for each firm’s unique needs to boost user adoption. We have a demonstrated, 20-year history of helping banking firms build the right components and capabilities into their technology solutions, and we’re proud to help firms derive greater value from their infrastructure investments.

We Deliver Key Outcomes for Investment Bankers and Advisors

  • Improved Client Service
  • More Profitable Engagements
  • Streamlined Relationship Management
  • Faster Decision-Making
  • Greater Sharing of Institutional Knowledge
  • Enhanced Data and Analytical Insights

See Our Connected Investment Banking Firm Solutions in Action

Our team of investment banking industry experts is standing by, ready to provide you and your firm with an in-depth look at our purpose-built, cloud-based software.

From marketing and business development to conflicts management, client intake, and time tracking, Intapp can power your firm with the next-generation technology solutions it needs to be successful.

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Resources

Key Features to Look For in an Investment Banking CRM

Blog

[Intapp] DealCloud’s investment banking CRM empowers investment banking and advisory professionals to harness the cumulative intellectual capital of their people and processes. DealCloud has a proven track record for transforming knowledge into actionable intelligence, making it the best CRM for investment bankers.

Conflicts of Interest in Investment Banking: 3 Ways to Manage Risk with Software

Blog

Whether real or perceived, conflicts of interest do arise in advisory work and also in capital markets transactions. These Conflicts can be between different clients of the Investment banks, between the Bank and its client and also between particular bankers. It is possible to have all 3 in large and complex transactions.

How a 360-Degree Client View Will Help Grow Your Investment Banking Business

Blog

Clients – especially business owners and their executive teams – know more, do more, expect more, and it’s an investment banker’s job to meet those expectations by elevating the client experience to a more robust and interconnected process. In doing so, clients will be happier, more productive, and will ultimately see more long-term success.

The Boutique Investment Bank’s Guide to Becoming Essential to Clients

Downloadable Resource

How exactly will investment banks – especially boutiques – weather this storm and prove they are more than just deal shops? Download our guide to learn our top five tips.

Marketing Communications in the Modern Capital Markets Firm

Downloadable Resource

In this in-depth whitepaper, you will learn how to build and implement a successful marketing and communications program that generates incremental opportunities, fosters strong relationships, and strengthens the firm’s brand.

Raymond James Leverages DealCloud

Case Study

We offer an in-depth case study that showcases how Raymond James more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.

FMI Capital Advisors

Case Study

We offer an in-depth case study that showcases how FMI Capital Advisors more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.

Start Your Connected Firm Journey

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