Product: Intapp DealCloud

Deals reach your inbox faster than your team can log them. Meanwhile, associates run their own AI analyses in silos, and senior leaders can’t always see where an answer came from. This session shows how Intapp Celeste works with Intapp DealCloud to close that gap, with a live demo that follows a deal from CIM to investment committee. The problems we hear from private capital firms Getting a deal into DealCloud is still manual, so the pipeline runs a step behind the inbox. Team members use AI tools on their own, and the firm has no consistent process or governance around them. Data isn’t normalized, so it’s hard to trust an automated workflow to find the right company, deal, or document. Senior leaders need to trace any IC memo or briefing back to its sources before they rely on it. How Celeste helps Celeste adds one shared layer of firm context on top of DealCloud, so every workflow draws on the same data, rules, and history. You decide who can read and write to which systems, and your team reviews and approves what’s created. Workflows can run when someone asks or automatically when an email arrives, so more deals get screened and fewer slip through. What you’ll see in the demo A CIM read, scored against your investment mandate, and logged to DealCloud without duplicates A pre-meeting brief for an LP or GP, built from the sources your firm chooses A first-pass IC summary and PowerPoint drawn from the work already done Portfolio dashboards your team can share and refresh Clear points where a person reviews and approves Watch to see how your team can log more deals, make better use of its time, and keep every output traceable and under your firm’s control.

Your bankers can turn around a pitch book in hours, yet faster pitch books don’t automatically produce more mandates. When everyone uses their own tools on their own data, individual productivity gains stay with the individual while the costs and risks land on the firm. This on-demand session explains the gap through the three themes investment banking and advisory leaders raise most: AI spend that outpaces projections, sensitive deal data leaving the firm, and a growing pile of AI tools that don’t connect to your systems of record. You’ll learn what efficient, sovereign, and integrated AI look like in practice, and why a context engine that understands your firm changes how quickly, and at what cost, your team reaches the right answer. Then watch a demo of Intapp DealCloud with Intapp Celeste: logging a mandate or bid from Microsoft Outlook, searching email and SharePoint from Celeste, dictating meeting notes on mobile, and querying DealCloud from Claude, ChatGPT, and Microsoft Copilot. See how ethical walls and user permissions apply in each scenario. What you’ll learn Why AI usage keeps growing while the return on AI spend stays hard to show How model-agnostic design and tiered model routing help you control AI costs How ethical walls and user permissions apply when bankers query DealCloud from Claude, ChatGPT, and Microsoft Copilot How the Outlook add-in, Microsoft 365 connector, mobile app, and Model Context Protocol (MCP) server put DealCloud data where bankers already work

Your deal teams can summarize a CIM in seconds, yet faster CIM reviews don’t automatically produce more closed deals. When everyone uses their own tools on their own data, the gains stay with the individual while the costs and risks land on the firm. This on-demand session explains the gap through the three themes private capital leaders raise most: AI spend that keeps outrunning projections, sensitive deal data leaving the firm, and a growing pile of AI tools disconnected from your portfolio management, pipeline, and document systems. You’ll learn what efficient, sovereign, and integrated AI look like in practice, and why a context engine that understands your firm changes how quickly, and at what cost, your team reaches the right answer. Then watch a demo of Intapp DealCloud with Intapp Celeste: generating a sector briefing for healthcare in EMEA, logging a teaser from Outlook and watching Celeste create the company, contact, and deal records, dictating meeting notes on mobile, and querying DealCloud from Claude, ChatGPT, and Microsoft Copilot. See how user permissions and audit trails apply in each scenario. What you’ll learn Why AI usage keeps growing while the return on AI spend stays hard to show How model-agnostic design and tiered model routing help you control AI costs How to log a teaser or CIM from your inbox into DealCloud How the Outlook add-in, Microsoft 365 connector, mobile app, and Model Context Protocol (MCP) server put DealCloud data where your team already works

Business development at law firms has never been more competitive. The firms pulling ahead are working off of better information, surfaced at the right moment. In this on-demand session, see how DealCloud with Celeste helps BD and marketing teams put their relationship data to work across four playbooks built for law firms. What’s covered: Marketing ROI, from event spend to matter close. Marketing teams can track event investment all the way through matter close, so you know which programs actually drive revenue and where to focus next. 360-degree client intelligence, ready before every meeting. Partners and BD professionals can prepare for every client conversation with a complete view of the relationship: prior matters, engagement history, referral paths, and warm connections. Monday morning digests for partners and BD. The Monday morning digest keeps partners and BD focused on the right opportunities, flags relationships going cold, and tracks progress across the pipeline. Client data across systems. Intapp Celeste connectors bring client data together across firm systems, so BD opportunity can be evaluated against conflicts exposure from the start, not after the fact.

Watch to see how DealCloud with Celeste delivers integrated AI for private capital markets that puts your deal history, relationship activity, and market intelligence to work — directly within the platform your team uses every day. Time-consuming work tied to sourcing deals, creating records from CIMs and agreements, researching firm history, and generating critical reports and fund documents becomes an automated process — enabling your team to move faster and focus on the strategic work that matters most. The webinar includes dedicated workflows for: Fundraising and investor relations professionals — Celeste identifies LP relationships that need attention, prepares your team for re-up conversations using engagement history already in DealCloud, and helps you stay ahead of your reporting cycle. Private credit teams — Celeste prioritizes pipeline, monitors borrower relationships, and helps you move from origination to close with less manual lift. Real assets teams — Celeste compresses diligence workflows, tracks counterparty relationships across complex deal structures, and surfaces project intelligence without leaving the platform. Watch now to see firsthand how DealCloud with Celeste can change how your firm works.

DealCloud and Celeste: From Coverage to Close Watch to see how DealCloud with Celeste delivers integrated AI for investment banking that puts your deal history, relationship activity, and mandate intelligence to work — directly within the platform your team already uses every day. Time-consuming work tied to coverage management, creating records from CIMs, researching the bank’s deal history, and generating client-ready documents all becomes an automated process — enabling your team to move faster and focus on the client relationships and mandates that matter most. This session includes dedicated use cases for: M&A teams — Celeste screens opportunities faster and manages active mandates with less friction using data already in the platform Sector coverage bankers — Celeste helps you stay ahead of your client universe, surface relationship gaps before they cost you a mandate, and walk into every conversation knowing your firm’s full history with that account Capital markets teams — Celeste accelerates execution from mandate to close, runs document workflows without slowing the deal down, drawing on firm history to sharpen every client conversation Watch now to see firsthand how DealCloud with Celeste changes how your investment banking team works

Private markets benchmarking has long been one of the industry’s most persistent challenges — but it doesn’t have to be. Watch this on-demand webinar from Intapp and MSCI to explore how institutional-grade data and AI-driven insights are helping private capital firms modernize investing and fundraising workflows.

This webinar explores how AI is reshaping private capital workflows and introduces DealCloud with Celeste—Intapp’s next‑generation, governed AI platform built specifically for private capital firms. Speakers Rudy Saad, Nikolaus Grefe, Katie Chanana walk through the most in‑demand AI use cases across fundraising, deal origination, portfolio management, and governance, and demonstrate how Celeste automates data extraction, surfaces relationship intelligence, and accelerates decision‑making. The session includes a live demo showing automated teaser/CIM ingestion, deal creation, and on‑demand LBO modelling—all directly inside DealCloud.

The investment banking landscape is shifting, and it’s shifting quickly. Deal volume is bifurcating, competition for mandates is intensifying, and the largest banks are investing heavily in AI, presumably with the expectation of a substantial return in the form of more deals and better deal outcomes. The question isn’t whether AI will reshape how the industry operates, it’s which firms are positioning themselves, today, to take advantage of it. In this on-demand webinar, we share what we’re hearing from investment banks of all sizes, and in all corners of the globe, demonstrate what AI-powered investment banking looks like in practice today, and lay out the path to firm-wide AI adoption. What we’ll cover: The current market reality for investment banks: deal dynamics, where firms are winning and struggling, and what the industry’s AI leaders are doing right now The “Firm AI” vision: where the technology is headed and why the decisions your firm makes today will determine your readiness for what’s coming A live look at DealCloud with Celeste in action: conversational AI that helps bankers identify coverage gaps, prep for pitches, and execute deals, all in natural language

Moving beyond experimentation to embed professional grade intelligence into firm workflows The conversation around AI in accounting and advisory has shifted from “if” to “how.” As growth expectations rise alongside intensifying regulatory scrutiny and margin pressures, firms are moving beyond simple experimentation toward a more thoughtful, governed evolution. In this session, we explore how professional-grade AI is officially arriving for the accounting industry. Discover how the Celeste platform—an AI-native, agentic solution built in collaboration with innovators like Anthropic, Microsoft, and Harvey—is activating intelligent agents to automate compliance, time intelligence, and engagement execution.