Amplify your firm’s performance with secure agentic AI designed for regulated industries. Find mandates before competitors and close deals faster with centralized, real-time intelligence that’s embedded in your existing workflows.
DealCloud for investment banking and advisory
AI-powered deal and
relationship intelligence to
help you win more mandates
Unified firm and market data — all in one powerful platform purpose-built for banks
Top investment banking firms trust DealCloud
Grow faster with secure, compliant AI
Relationship intelligence
See every connection across your firm to identify mandates.
Zero-entry activity capture
Automatically log interactions and meetings from Microsoft Outlook.
Workflow configurability
Build flexible workflows that standardize best practices and enforce governance.
Data foundation
Manage complex business with prebuilt, industry-specific data models and schemas.
Data enrichment
Automatically enrich your data with Intapp Data and premium market feeds.
Cover the market with visibility into every client relationship
Relationship scores
Uncover which colleague can help you land your next big deal by revealing who knows whom and how well.
Relationship dashboards
Track interactions to identify which relationships need attention and who’s best positioned to engage.
Sponsor and client coverage
Monitor coverage to surface opportunities across both sides of every transaction.
Automated reminders
Never miss a key follow-up with AI-powered outreach reminders.
A single source of truth for Oppenheimer & Co.
Outpace competitors with smarter sourcing and outreach
Opportunity sourcing
Find deals with AI that flags high-potential transactors based on market trends, company financials, and relationship readiness.
Target list building
Drive smarter outreach with filters that segment prospects by sector, deal type, and strategic fit.
Coordinated outreach
Increase prospect engagement with personalized, AI-generated emails and automated follow-up sequences.
Experience DealCloud in action
Win more deals with real-time insights
Client intelligence
Be prepared for every conversation with insights into financial performance, deal history, and relationship ownership.
AI-generated pitch materials
Use relationship history and transaction data to create branded sponsor and portfolio company decks with just one click.
Third-party data
View and analyze market intelligence from integrated third-party sources without leaving DealCloud.
Discover all the preconfigured features and tools included with DealCloud.
Turn closed deals into future mandates
Deal analysis
Win more new business with clients and counterparties using AI-driven insights from closed transactions.
Fee tracking and realization
Monitor payment status and analyze aging across mandates to forecast cash flow and ensure timely collection.
Knowledge capture
Power future pitches and transactions with a searchable repository of historical deal materials, outcomes, and lessons learned.
Alumni relationship management
Generate more new business by monitoring the career moves of former employees that can provide referrals.
Learn more about Intapp DealCloud for investment banking
Case study
How Stephens Inc. migrated 10+ years of data into Intapp DealCloud
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Financial services
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Investment banking
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Intapp DealCloud
Webinar
How investment banks are winning in a concentrated deal environment
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Investment banking
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Intapp DealCloud
Case study
How Stephens Inc. migrated 10+ years of data into Intapp DealCloud
Discover how DealCloud optimizes pipeline, relationships, and deal management for Stephens.
Read case study
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Financial services
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Investment banking
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Intapp DealCloud
Webinar
How investment banks are winning in a concentrated deal environment
View this on-demand webinar to learn how banks are adapting to deal concentration and using tech to accelerate deal execution.
Watch webinar
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Investment banking
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Intapp DealCloud
Frequently asked questions about Intapp DealCloud for investment banking
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Growing your firm requires effective management of your relationships, knowledge and intellectual capital. But traditional and legacy systems aren’t built to adapt to the current and complex needs of professionals. And using multiple systems often leads to problems like duplicated effort, inconsistent data, and frustrated users.
With DealCloud, your professionals can access one central hub that provides full visibility to every aspect of your dealmaking and pipeline. Which means your firm gets a single source of truth for your data, robust workflows built to capture the entire network of relationships involved in closing a deal, a hub for simplified collaboration, and AI-powered insights for better decision-making.
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With Intapp DealCloud, your professionals can track a wide range of relationships and activities — including contact, deal, and process data — so your firm can easily access and apply its collective intelligence. Integrated workflows, valuable relationship intelligence, and configurable reports provide real-time insights so your teams can make better, faster decisions.
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Your firm can configure its DealCloud instance to meet your specific requirements and processes. DealCloud’s workflows, reports, permissions, and data structures are flexible and easily configured to meet your teams’ evolving needs. You can connect the software with your firm’s existing systems, including HR, accounting, and more.
Why CIOs, CTOs, and innovators choose Intapp
Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.
Compliance and security
Market-leading ethical walls, confidentiality, and security for highly regulated firms
AI you can trust
Transparent AI governance with unified security controls
Integrated platform
Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows
Proven scale, innovation
Battle-tested by the world’s largest firms with ongoing platform investment
Always-on cloud infrastructure
Azure-backed reliability with multi-region redundancy and tested disaster recovery
Integrations made easy
Pre-built integrations and partner ecosystem reduce IT burden and TCO
Schedule a demo
Discover how AI-powered Intapp DealCloud can help your investment banking firm source, win, and execute more deals faster.