Accelerate and improve your deal-screening process with Intapp DealCloud document ingestion. DealCloud fast-tracks offering memorandum (OM) extraction with our document ingestion service — so your firm can minimize manual entry, improve knowledge capture, and speed up time-to-capital deployment.
Intapp DealCloud document ingestion
Expedite deal screening by improving data capture with Intapp DealCloud document ingestion
Let Intapp DealCloud handle document ingestion for you
Increase screening capacity
Screen more opportunities faster to alleviate screening bottlenecks.
Optimize resources
Free your professionals from manual data transcription to focus on higher value tasks like deal analysis.
Improve knowledge sharing
Expand knowledge retention and sharing by capturing important asset and market intelligence held within OMs.
How it works
Users route email offerings, OMs, and attachments to a dedicated per-client Intapp DealCloud email
The OM undergoes a tech-assisted extraction service, followed by human quality control
Users confirm the OM ingestion status using the OM dashboard in Intapp DealCloud
Users review newly onboarded opportunities in the dashboard, then convert promising opportunities to live pipeline deals with the click of a button
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