Transaction advisory software and solutions
Expand your network, close more deals, and accelerate the time to impact of services delivered with Intapp DealCloud. Create a single source of truth for all information regarding key relationships, current deals, and insights from previous deals — so your firm can operate more efficiently and strategically.
Accelerate deals as they move through every stage in the pipeline with vertical-specific technology.
Discover and nurture meaningful connections with valuable, AI-driven relationship intelligence.
Identify opportunities and make smarter decisions with a centralized source of truth.
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Gain a unified view of staff capacity and project timelines relative to the deal pipeline, so you can ease staffing and workflow management.
Examine pipeline activities, current engagements, and details around upcoming transactions in one place.
Improve decision-making by centralizing the target pipeline and maximizing resource allocation.
Centralize current and historic pipeline data, and systematize pipeline tracking and forecasting across sectors.
Accelerate communication sharing and improve decision-making with increased institutional knowledge.
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Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Improve communication and inform decision-making with unified workflows and intelligence.
Stay up to date on deals and next steps with automated task workflows, notifications, and AI-generated signals on desktop or mobile.
Visualize firmwide pipeline and inform deal execution with reports, dashboards, tear sheets, and other customizable resources.
Save time and make better-informed decisions with AI-generated summaries of deal information as well as recommendations based on firm and market intelligence.
Share data across your firm with a centralized hub that connects with Microsoft 365 and other applications your team uses every day.
Inform and empower your dealmakers by transforming your proprietary and third-party data into institutional knowledge.
Webinar
In this on-demand webinar, we’ll explore how transaction advisory teams can streamline labor-intensive business development workflows so you can uncover more opportunities and rapidly identify whitespace with sponsors. Our experts will demonstrate how you can leverage technology to gain a holistic view of your teams’ current deals and deal participants, as well as access insights from similar or previous engagements and related market data.
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Downloadable
Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.
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Blog Posts
To modernize how they win and execute financial and other due diligence services in this changing market, transaction advisory teams need holistic views of their data, automation of manual tasks, and improved relationship intelligence.
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
Learn more about our partner ecosystem