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

Make your CRM or relationship intelligence platform purchase the right one. This customizable RFP (request for proposal) template is purpose-built for deal-centric financial services firms — private equity, venture capital, and private credit — who want to ensure their vendor selection process is rigorous, efficient, and aligned to their business workflows.

Netrix Global is a leading provider of managed IT, cloud, cybersecurity, and collaboration services, helping organizations modernize their infrastructure, protect their assets, and drive measurable business outcomes. With deep Microsoft expertise, a global footprint, and a proven record of enabling secure digital transformation, Netrix supports clients across highly regulated sectors including legal, healthcare, finance, and government. The partnership with Intapp combines Netrix Global’s deep expertise in digital transformation, Microsoft cloud services, and managed security with Intapp’s industry-leading vertical SaaS solutions for legal, consulting, accounting, capital markets, and private equity firms.

Competition in investment banking is fiercer than ever. Deal counts are down, and the bulge bracket banks are taking the biggest mandates—leaving middle-market investment banks to fight for a smaller pool of opportunities where every win matters more.  Join Intapp and Monarch for a 45-minute webinar that shows how investment banks are tackling these challenges head-on— strengthening networks and accelerating deal execution. What you’ll take away: Industry trends you can’t ignore: The realities of deal concentration—and how middle-market firms are adapting From cost to outcome: How leading firms are aligning tech investments with business impact What peer firms want: The must-have capabilities firms are asking for in a modern relationship intelligence platform Live Q&A with industry experts: Ask your toughest questions and hear how others are solving the same challenges Watch the webinar now and learn how middle-market investment banks can win more mandates when every deal counts.

Learn how to build smart automations in Intapp DealCloud to improve data quality, reduce manual work, and streamline your firm’s deal management.

Explore the true value of relationship intelligence technology for accounting and consulting firms.

Don’t settle for “good enough” technology. As a private capital firm scaling in a competitive market, every decision shapes your growth trajectory — and your tech stack is one of the most foundational. Many firms start with generic CRMs or point-solutions and patch together other tools over time. But what feels easy at first often leads to inefficiency, lost insights, and replatforming later. This e-book makes the case for a better approach: an AI-powered investing and fundraising platform purpose-built for private capital. Thinking beyond CRMs: The hidden liabilities and opportunity costs of generic CRMs What an investing and fundraising platform should actually do How AI can supercharge your team’s relationship intelligence How to evaluate total cost of ownership of your firm tech stack How to select proven, scalable industry solutions for private capital firms Whether you’re preparing for your next fundraise, launching a new strategy, or just moving off spreadsheets — this guide is designed to help you evaluate the right foundation.

Intapp DealCloud was named Deal Origination solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards. The awards recognize excellence among service providers and fund performance across private equity.

In this exclusive client session, Intapp experts showcased the latest enhancements to Intapp DealCloud, designed to help investment banking teams work smarter, faster, and more collaboratively. Attendees received an early look at new functionality that centralizes document management, reduces manual data entry, and harnesses trusted AI to improve efficiency and transparency across the deal pipeline. During the webinar, participants learned: How firms are navigating current market dynamics and improving deal origination and execution efficiency How Collaboration for DealCloud integrates with Microsoft SharePoint to create a single, secure source of truth for deal documentation How Intapp Assist for DealCloud uses AI to automate data extraction, streamline workflows, and deliver actionable insights How Intapp’s AI roadmap is shaping a more intelligent, compliant, and connected future for dealmakers Watch on demand to see how DealCloud is transforming the way firms collaborate, manage data, and drive growth.

Intapp are delighted to be the principal partners at this years’ Chilli IQ AML Forum. The one-day forum focused on Australia’s AML/CTF reforms taking effect in 2026, held 19 November 2025 at Pier One Sydney Harbour. Context: The AML/CTF Amendment Bill 2024 expands the regime (incl. tranche-two entities), modernises virtual assets/payments, and simplifies the framework to align with FATF standards; reporting entities expected to grow from ~17,000 to ~90,000. Learning focus areas (highlights): Compliance & governance; regulatory updates; risk assessment; why the new rules matter to enforcement; information-sharing & tipping-off; international standards/FATF. 14:45 – 15:30 p.m. Samia Rauf, director and segment lead for APAC Legal and UK/EMEA Pursuit, alongside Jeremy Moller, senior advisor – risk advisory, will deliver a session titled From Policy to Process: Turning AML Compliance into a Competitive Advantage.