Product: Intapp DealCloud

Bringing together our unique data layer, global relationships, and an outstanding group of dealmakers gives us an incredible edge in delivering outlier results across all our M&A and investment services.

We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and private capital marketplaces. We had a very effective implementation experience and receive outstanding service.

Stout is a global advisory firm that specializes in corporate finance, offering services in investment banking, valuation, financial disputes, and investigations to assist clients in making informed business decisions and successfully navigating critical transactions across various industries.

We extensively examined … providers of enterprise CRM systems. … We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and private capital marketplaces. We had a very effective implementation experience and receive outstanding service from … industry experts.

Discover how DealCloud can help your investment bankers strengthen their relationships, uncover new opportunities, and deliver unprecedented client value.

Client expectations are rising. Discover how the market is evolving in response to this shift and how investment bankers can exceed client requirements.

Laura Saklad, Legal Industry Principal at Intapp, contributed her predictions for the business of law in 2025 to Legal Tech News. She shared that this year we will see a shift in focus from data consolidation and hygiene to data analytics and enabling data-driven decisions in firms.

Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.