Research shows investment banks using vertical-specific technology like DealCloud consistently increased wallet share and outperformed peers.

Competition in investment banking is fiercer than ever. Deal counts are down, and the bulge bracket banks are taking the biggest mandates—leaving middle-market investment banks to fight for a smaller pool of opportunities where every win matters more.  Join Intapp and Monarch for a 45-minute webinar that shows how investment banks are tackling these challenges head-on— strengthening networks and accelerating deal execution. What you’ll take away: Industry trends you can’t ignore: The realities of deal concentration—and how middle-market firms are adapting From cost to outcome: How leading firms are aligning tech investments with business impact What peer firms want: The must-have capabilities firms are asking for in a modern relationship intelligence platform Live Q&A with industry experts: Ask your toughest questions and hear how others are solving the same challenges Watch the webinar now and learn how middle-market investment banks can win more mandates when every deal counts.

Learn how to build smart automations in Intapp DealCloud to improve data quality, reduce manual work, and streamline your firm’s deal management.

Intapp is proud to sponsor the 12th annual ACG Charlotte Deal Crawl, taking place 19–20 November 2025 in the Queen City. This flagship event brings together leading middle-market professionals — including private equity investors, investment bankers, and advisors — for two days of high-impact networking, dealmaking, and insights. From the opening reception at Bank of America Stadium to a full day of sessions and 1-on-1 meetings, Deal Crawl remains one of the premier forums for fostering connections and driving growth across the M&A community.

Discover the essential CRM features for investment banking—from compliance and deal pipeline management to relationship intelligence. Learn how Intapp DealCloud helps firms close deals faster and strengthen client trust.

With Intapp Collaboration for DealCloud, your firm can automatically create and manage SharePoint workspaces tailored to your requirements and DealCloud permissions.

Learn how the Intapp DealCloud CRM for private capital advisory helps advisors win more deals, minimize manual work, and outpace the competition.

A global private investment firm successfully rolled out Intapp DealCloud firmwide in 2023. Get their top tips for maximizing user adoption.  

Discover how DealCloud helps investment bankers deliver smarter client solutions through strategic data, AI insights, and streamlined collaboration.

Discover how Stout optimizes event tracking and ROI at conferences using Intapp DealCloud — ensuring that every connection and opportunity gets tracked.