Product: Intapp DealCloud

Private capital markets have continued to evolve, and so has the way deal teams need to work to stay competitive. In this 30-minute session designed exclusively for private capital professionals, we explored how Intapp DealCloud is redefining origination, collaboration, and execution through the power of Applied AI. We examined today’s most pressing challenges across the deal lifecycle — from sourcing and pipeline management to collaboration — and demonstrated how the latest DealCloud capabilities address those needs. Attendees learned how to: Originate smarter: Leverage data and AI to uncover and prioritize opportunities faster. Work more efficiently: Use Intapp Assist to streamline workflows and gain actionable insights. Collaborate seamlessly: Connect teams, content, and context across the firm for faster decision-making. The session highlighted how AI is shaping the future of work in private capital, empowering firms to move faster, work smarter, and compete with confidence.

Extract critical deal information from documents in seconds with AI-powered document ingestion. Automatically convert offering memorandums, LOIs, IOIs, and CIMs into structured DealCloud data — eliminating manual entry and accelerating your deal workflow.

Spreadsheets slow your firm down. Discover how you can improve collaboration and results using a modern deal management platform with CRM visibility for growth.

See how a “partners’ eye view” of your relationships, activities, and pipeline can unlock more predictable revenue growth. This infographic shows how better partner relationship management and visibility help firms prioritize pursuits, strengthen collaboration, and win more of the right work.

Discover why law firms struggle with CRM adoption and how AI-powered solutions like Intapp DealCloud help modernize client relationship management.

Decimal Point Analytics (DPA) is a two-decade-old financial research and data analytics firm with 700+ employees supporting asset managers and financial information providers across North America, Europe, the Middle East, and India. DPA delivers data engineering, analytics, automation, business intelligence, and domain-rich solutions that strengthen research, operations, risk, and investor reporting workflows for global financial institutions.

UpSlide is an AI-powered Microsoft 365 add-in for the entire M&A ecosystem. Its software helps financial services firms improve efficiency and ensure brand compliance when creating deliverables. With easy-to-use features in PowerPoint, Excel, Word, Power BI, and Outlook, its solution automates manual, repetitive tasks, helping teams create perfectly formatted, high-quality deliverables faster. From structuring reports and finding approved content to auditing complex Excel models and linking this data to PowerPoint, UpSlide’s features save time and automatically fix errors within deliverable creation. Through UpSlide’s partnership with Intapp, users can seamlessly turn DealCloud’s data and insights into brand-compliant deliverables within Microsoft 365

Explore how accounting firms align with private equity expectations, deploy AI as infrastructure, and strengthen independence and talent to drive long term value. Download the whitepaper.

This one-pager details how the Intapp Intelligent Cloud helps private capital firms. Learn how the platform, purpose-built for private capital, unifies the full investment lifecycle using applied AI.

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