Raphael Sacks

Senior Value Engineer, Business Value Advisory

Intapp

As a Senior Value Engineer at Intapp, Raphael Sacks helps private equity and investment banking firms address their strategic imperatives and challenges using Intapp DealCloud. Prior to Intapp, Sacks worked at IBM as a Cloud Business Value Consultant and a Senior Associate Product Manager for IBM Watson. He holds a bachelor’s degree from Dartmouth College.

Related content

Blog Posts

Five-year study uncovers remarkably consistent wallet-share gains among investment banks investing in vertical-specific technology

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

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Blog Posts

Key takeaways – Beyond CRM: AI-powered solutions for private markets

  • Private capital
  • Intapp DealCloud
Discover key takeaways from our “Beyond CRM: AI-powered solutions for private markets” webinar, exploring how AI and CRM are reshaping relationship management, deal origination, and investor relations across private capital.

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Blog Posts

Best practices for selecting a financial services CRM through an RFP process

  • Financial services
  • Private capital
  • + 1 more
Learn about pros and cons of the RFP process, and best practices for running an RFP for a financial services CRM.

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Blog Posts

Understanding reciprocity and optimizing coverage in private capital markets 

  • Financial services
  • Private capital
  • + 2 more
Learn how platforms like Intapp DealCloud help bankers better understand reciprocity and optimize coverage.

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Webinar

How investment banks are winning in a concentrated deal environment

  • Investment banking
  • Intapp DealCloud
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.

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