Fuel growth with AI-powered investment banking software

Find, win, and execute more deals with Intapp DealCloud

Fuel firm growth with the AI-powered platform built by and for industry experts

In investment banking, what you know — and when you know it — is everything. Yet siloed data and slow manual processes block professionals from getting the accurate, holistic insights they need to find the best deals first and close faster.

Powered by trusted AI, Intapp DealCloud centralizes firmwide intelligence and delivers it straight to your professionals so they can focus on what matters most — like sourcing new business, closing deals, and strengthening critical relationships on the buy- and sell-side.

Meets your unique needs

Developed by industry experts specifically for investment banks

Provides a single source of truth

Consolidates firmwide intelligence and integrates third-party data so access to accurate information is fast and easy

Saves time

Allows teams to focus on key priorities, and minimizes errors by automating tasks and workflows

Scales effortlessly

Adapts to meet your needs and requirements as your business evolves

AI, insights, and automation — built just for you

Connected firm and market intelligence. AI-powered insights. Unified relationship data. Automated tools and workflows. And a tailored UX designed for the way you work.

Download the infographic

Work smarter — not harder

Simplify relationship management

Prioritize outreach and strengthen connections with zero-entry data capture, relationship scores, real-time network updates, and AI-driven follow-up reminders.

Learn more

Fast-track deal execution

Close deals faster with a centralized deal management process — including automated workflows, AI-powered buyer recommendations, and personalized, AI-generated emails for deal marketing.

Learn more

Make more profitable decisions

Drive smarter, data-driven decision-making with real-time insights and analytics derived from prior deals and conversations, relationship intelligence, and market trends.

Learn more

See DealCloud in action.

Schedule a demo

Get the right insights at the right time

Stay a step ahead with real-time, AI-powered relationship insights, summaries, and tailored content generation — all in DealCloud.

"DealCloud has become an integral part of our business. … From the moment that we started working with DealCloud, the platform and its team have continually and consistently adapted to our needs, rising to meet all challenges we presented them with. "

Scott Salpeter

President and Co-founder at Cassel Salpeter & Co.

"We evaluated a number of CRM and deal flow management platforms, and it was clear to us that the capabilities and flexibility of DealCloud made it the best technology solution for our firm. "

Brian Liberty

Managing Director at The Bloom Organization

"We chose DealCloud because we believe it’s the most complete and intuitive platform available, and the technology behind the platform will enable us to track all origination and execution processes. "

Marco Dorigan

Managing Director at UNIO Partners

"All historical deal data is in Intapp DealCloud. Our bankers can access the information they need and apply those learnings to future deals. "

Maggie Allen

Director of Operations at Marathon Capital

"Intapp DealCloud gives us a great understanding of our clients, prospects and where we need to spend our time. "

Bray Ridenour

COO at Stout

Related resources

Case study

How Cassel Salpeter & Co. uses Intapp DealCloud as a single source of truth

Cassel Salpeter & Co., LLC, is an independent investment banking firm, founded in 2010, that pro...

Learn more

Financial Services
Investment Banking
+ 1 more

News

The Bloom Organization selects DealCloud

The Bloom Organization, an Aventura, Florida–based investment bank specializing in health care mer...

Learn more

Capital Markets
Private capital
+ 1 more

News

Unio Partners selects DealCloud to improve firmwide visibility

Unio Partners, a São Paulo–based investment bank, has selected DealCloud to streamline deal execu...

Learn more

Capital Markets
Investment Banking
+ 2 more

Go live in just 2-3 weeks

Take advantage of our accelerated deployment option to implement DealCloud on a condensed timeline using our out-of-the-box investment banking blueprint.

Learn more

Awards and recognition

Award

TMC Award:
CRM Excellence

Award

Best in Biz Award: Enterprise Product of the Year

Award

Best Data Provider Award: Private Equity Wire

Data-powered CRM software recognized for excellence among service providers in the U.S. private equity industry Palo Alto, Calif., October 31, 2023 — Intapp (NASDAQ: INTA), a leading provider of cloud-based software for the global professional and financial services industry, today announced that DealCloud has been named the winner of a 2023 Private Equity Wire U.S. Awards in the Best Data Provider – Overall category.

Schedule a demo of Intapp DealCloud

Speak with an expert

Fill out the form and someone will be in touch to schedule a demo.

Cookie	Duration	Description
__cf_bm	1 hour	This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
__hssc	1 hour	HubSpot sets this cookie to keep track of sessions and to determine if HubSpot should increment the session number and timestamps in the __hstc cookie.
__hssrc	session	This cookie is set by Hubspot whenever it changes the session cookie. The __hssrc cookie set to 1 indicates that the user has restarted the browser, and if the cookie does not exist, it is assumed to be a new session.
cookielawinfo-checkbox-advertisement	1 year	Set by the GDPR Cookie Consent plugin, this cookie records the user consent for the cookies in the "Advertisement" category.
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
CookieLawInfoConsent	1 year	CookieYes sets this cookie to record the default button state of the corresponding category and the status of CCPA. It works only in coordination with the primary cookie.
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Cookie	Duration	Description
drift_aid	1 year 1 month 4 days	Drift sets this cookie as a session identifier token. It is used to tie the visitor on your website to a current website session within the Drift system. This enables session-specific features, such as popping up a message only once during a 30 minute session to prevent a disruptive experience.
drift_campaign_refresh	1 hour	Drift sets this cookie as a unique ID for the specific user. This allows the website to target the user with relevant offers through its chat functionality.
driftt_aid	1 year 1 month 4 days	Drift sets this cookie as an anonymous identifier token. As people come onto the site, they will get this cookie.
li_gc	6 months	Linkedin set this cookie for storing visitor's consent regarding using cookies for non-essential purposes.
lidc	1 day	LinkedIn sets the lidc cookie to facilitate data center selection.
UserMatchHistory	1 month	LinkedIn sets this cookie for LinkedIn Ads ID syncing.
visitorId	1 year	ZoomInfo sets this cookie to identify a user.

Cookie	Duration	Description
__hstc	6 months	Hubspot set this main cookie for tracking visitors. It contains the domain, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_fs_uid	never	Google Analytics sets this cookie to store an ID string on the current session.
_ga	1 year 1 month 4 days	Google Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors.
_ga_*	1 year 1 month 4 days	Google Analytics sets this cookie to store and count page views.
_gcl_au	3 months	Google Tag Manager sets the cookie to experiment advertisement efficiency of websites using their services.
AnalyticsSyncHistory	1 month	Linkedin set this cookie to store information about the time a sync took place with the lms_analytics cookie.
DRIFT_visitCounts	never	Drift sets this cookie to determine the number of visits of the specific visitor.
fs_lua	1 hour	Captures the timestamp of the last user action. It is used to assist with the FullStory session lifecycle, ensuring user activity extends the session. See “What defines a session in FullStory?” for more info on the session lifecycle.
fs_uid	1 year	This cookie is set by the provider Fullstory. This cookie is used for session tracking.
hubspotutk	6 months	HubSpot sets this cookie to keep track of the visitors to the website. This cookie is passed to HubSpot on form submission and used when deduplicating contacts.
prevBuyingStage	6 months	6sense intent data
sessionUUID	4 hr	A unique identifier for the visitor’s session on the website. Used to correlate page views andactivities to a single browsing session on the website. It will remain unique for the duration of the cookie.
sixSenseUUID	2yr 12hr	A third-party unique identifier for the visitor that is managed by 6sense.
svisitorUUID	2yr 12hr	A long lived unique identifier of this visitor on the website. It is either correlated to the 6suuid or a unique value, and can be changed during the lifetime of this cookie.
visitorUUID	2yr 12hr	A unique identifier for the visitor that is specific to the website, and will remain unique for theduration of the cookie.
vuid	1 year 1 month 4 days	Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos on the website.

Cookie	Duration	Description
bcookie	1 year	LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser IDs.
bscookie	1 year	LinkedIn sets this cookie to store performed actions on the website.
IDE	1 year 24 days	Google DoubleClick IDE cookies store information about how the user uses the website to present them with relevant ads according to the user profile.
li_sugr	3 months	LinkedIn sets this cookie to collect user behaviour data to optimise the website and make advertisements on the website more relevant.
retargetingUID	1 wk	A unique identifier for the purposes of running 6sense Creative Ads
test_cookie	15 minutes	doubleclick.net sets this cookie to determine if the user's browser supports cookies.
VISITOR_INFO1_LIVE	6 months	YouTube sets this cookie to measure bandwidth, determining whether the user gets the new or old player interface.
VISITOR_PRIVACY_METADATA	6 months	YouTube sets this cookie to store the user's cookie consent state for the current domain.
YSC	session	Youtube sets this cookie to track the views of embedded videos on Youtube pages.
yt-remote-connected-devices	never	YouTube sets this cookie to store the user's video preferences using embedded YouTube videos.
yt-remote-device-id	never	YouTube sets this cookie to store the user's video preferences using embedded YouTube videos.
yt.innertube::nextId	never	YouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.
yt.innertube::requests	never	YouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.

Cookie	Duration	Description
_cfuvid	session	Description is currently not available.
int_s	1 hour	Description is currently not available.
int_vc	1 year	Description is currently not available.
loglevel	never	No description available.

Find, win, and execute more deals with Intapp DealCloud

Fuel firm growth with the AI-powered platform built by and for industry experts

Meets your unique needs

Provides a single source of truth

Saves time

Scales effortlessly

AI, insights, and automation — built just for you

Work smarter — not harder

Simplify relationship management

Fast-track deal execution

Make more profitable decisions

See DealCloud in action.

Get the right insights at the right time

Select DealCloud clients

Related resources

How Cassel Salpeter & Co. uses Intapp DealCloud as a single source of truth

The Bloom Organization selects DealCloud

Unio Partners selects DealCloud to improve firmwide visibility

Go live in just 2-3 weeks

Awards and recognition

TMC Award:
CRM Excellence

Best in Biz Award: Enterprise Product of the Year

Best Data Provider Award: Private Equity Wire

Schedule a demo of Intapp DealCloud

Speak with an expert

Activator platform

Compliance

Time

Collaboration

Find, win, and execute more deals with Intapp DealCloud

Fuel firm growth with the AI-powered platform built by and for industry experts

Meets your unique needs

Provides a single source of truth

Saves time

Scales effortlessly

AI, insights, and automation — built just for you

Work smarter — not harder

Simplify relationship management

Fast-track deal execution

Make more profitable decisions

See DealCloud in action.

Get the right insights at the right time

Select DealCloud clients

Related resources

How Cassel Salpeter & Co. uses Intapp DealCloud as a single source of truth

The Bloom Organization selects DealCloud

Unio Partners selects DealCloud to improve firmwide visibility

Go live in just 2-3 weeks

Awards and recognition

TMC Award:CRM Excellence

Best in Biz Award: Enterprise Product of the Year

Best Data Provider Award: Private Equity Wire

Schedule a demo of Intapp DealCloud

Speak with an expert

TMC Award:
CRM Excellence