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
