See how firm AI for private capital is reshaping investment banking: Intapp Celeste, Walls for AI, and AI for private equity playbooks in DealCloud.

Intapp’s Jey Purushotham joined Dave Kell for an episode of The Independent CPA Firm Podcast to discuss how firms should envision their processes and use technology to support smart, scalable growth. During the conversation they cover:

Omnes Capital, a leading European private equity firm, chooses Intapp DealCloud for AI-powered investor relations management.

Discover how to modernize your sourcing strategy with AI. In this on-demand webinar, explore how Origination—a powerful new AI-driven sourcing capability within DealCloud—empowers firms to move beyond outdated methods and uncover high-potential deals, investors, and buyers faster and more efficiently. Gain valuable insights into current private capital market trends and the persistent challenges firms face in sourcing. You’ll walk away with the context and tools to refine your strategy in an increasingly complex deal landscape.

Drive smarter origination, stronger execution, and faster growth firmwide with AI-driven intelligence embedded in your workflows.

Intapp announces Celeste, an agentic AI platform built for professional workflows and compliance requirements.

Private equity firm, Paine Schwartz Partners, chooses Intapp DealCloud for AI-powered data and relationship management.

Together, Intapp and Bloomberg streamline client due diligence and conflicts checks by delivering authoritative Bloomberg data directly into Intapp’s policy‑driven compliance workflows. Firms gain a secure, request/response pathway to the exact securities and fields they need, reducing manual effort, improving auditability, and lowering operational risk—while preserving logical data separation and purge/delete controls aligned to Bloomberg’s requirements. The approach is designed for immediate compliance value and can flex to adjacent DealCloud scenarios over time.​

FINARCH is a global implementation partner specializing in the delivery of DealCloud solutions for financial services organizations. FINARCH works with investment and advisory firms to implement, configure, and optimize DealCloud platforms that support deal, relationship, and data management, combining industry expertise with structured implementation and delivery best practices.

DealCloud is a key tool in helping our people curate their contact book and bring more value to our firm.