ACG DealCrawl 2024
Connect firm and market intelligence for a competitive edge
Help your team navigate complex networks, source the best opportunities, and close more deals with Intapp DealCloud.
Leverage the power of Intapp DealCloud to improve your firm's operations
Intapp DealCloud
Focus on what matters with tools purpose-built for dealmakers
Explore business development solutions
Featured article
Improve pipeline management with Intapp DealCloud
Featured article
Help your professionals work more effectively with generative AI
Intapp DealCloud: Dispatch
Power business development with integrated email marketing
Explore DealCloud Dispatch
Intapp DealCloud: DataCortex
Harness the power of market intelligence in one unified platform
Explore DealCloud DataCortex
Intapp DealCloud
Focus on what matters with tools purpose-built for dealmakers
Unlock the full potential of your team’s knowledge base and business processes, and gain a holistic picture of your business development opportunity landscape.
Explore business development solutions
Featured article
Improve pipeline management with Intapp DealCloud
Intapp DealCloud — a deal and relationship management solution built by industry professionals — helps investor and advisory firms close more deals and generate higher returns by providing one centralized location for accessing and applying firmwide intelligence. Unlike generic customer relationship management (CRM) systems, DealCloud enables firms to manage complex multi-directional relationships with ease.
Read the article
Featured article
Help your professionals work more effectively with generative AI
For professionals at advisory, legal, and capital market firms, generative AI can be transformative. Through capabilities like summarization, data capture, and auto-population, AI can save team members valuable time and give them the most accurate information at their fingertips.
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Intapp DealCloud: Dispatch
Power business development with integrated email marketing
Inform every marketing campaign and email deployment your firm runs — from deal announcements, newsletters, and industry coverage — with the detailed content of your deal and relationship management platform.
Explore DealCloud Dispatch
Intapp DealCloud: DataCortex
Harness the power of market intelligence in one unified platform
Access data integrations from a list of leading third-party data providers and more easily build meaningful relationships, analyze industry trends, and make informed decisions. And spend much less time on manual data import, export, and stewardship.
Explore DealCloud DataCortex
Give your business development and M&A teams a purpose-built growth engine with Intapp DealCloud
Give your firm the advantage of relationship intelligence
Relationship intelligence
Turn your metrics into informed business decisions
Learn more about relationship intelligence
Relationship Management
Grow your business with intelligent relationship management
Learn more about Intapp DealCloud
featured article
Seamlessly and automatically capture relationship data
White paper
The ultimate guide to capital markets relationship management
featured article
Deliver actionable client intelligence with next-gen dashboards
Relationship intelligence
Turn your metrics into informed business decisions
Reduce manual data entry so your team can focus on what’s important: cultivating valuable connections.
Learn more about relationship intelligence
Relationship Management
Grow your business with intelligent relationship management
Automate the capture of contacts and companies, enrich accounts with relationship intelligence and third-party datasets, and systemize outreach workflows via notifications.
Learn more about Intapp DealCloud
featured article
Seamlessly and automatically capture relationship data
In today’s digital world, the sheer volume of connections available is vast and nearly impossible to leverage without technological assistance. That’s why more and more firms are seeking relationship management software built specifically with the complex web of financial services connections in mind.
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White paper
The ultimate guide to capital markets relationship management
Relationships are the backbone of many industries, but none more so than in financial services. Few sectors demand and reward the intentional and authentic cultivation of relationships as much as finance does. Relationships remain key for sourcing better deals for your firm and building a respected reputation across the industry.
Read the guide
featured article
Deliver actionable client intelligence with next-gen dashboards
At their best, dashboards should surface meaningful, fact-based insights that empower COOs and managing partners to make decisions that are informed by rigorous metrics and real-world insights. In practice, however, traditional dashboards often fail on their promise to transform firm knowledge into actionable client intelligence.
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Work smarter with the power of AI
Applied AI for Dealmakers
Intapp Assist for DealCloud
Explore Intapp Assist for DealCloud
Intapp Assist
Build stronger relationships with AI-powered insights
Explore relationship signals
Intapp Assist
Find ideal target companies faster with AI-powered recommendations
Explore company recommendations
Intapp Assist
Drive faster, smarter action with AI-powered summaries
Explore summarization
Intapp Assist
Save time with AI-generated content and summaries
Explore narrative generation
Intapp Assist
Create client emails that convert with AI-powered insights and drafts
Explore applied outreach
Intapp Assist
Gain deep, data-driven insights with AI-powered smart tags
Explore smart tags
Applied AI for Dealmakers
Intapp Assist for DealCloud
Minimize manual tasks and access key insights in seconds so you can work more efficiently every day. Intapp Assist for DealCloud integrates AI technology and automation into your firm’s everyday workflows, delivering actionable insights and AI assistance right to your professionals’ fingertips.
Explore Intapp Assist for DealCloud
Intapp Assist
Build stronger relationships with AI-powered insights
Intapp DealCloud relationship signals give you the timely insights you need to drive deals. AI-powered nudges, meeting notes, network updates, contact updates, and market developments keep you up to date and in the know.
Explore relationship signals
Intapp Assist
Find ideal target companies faster with AI-powered recommendations
AI-powered company recommendations in Intapp Assist for DealCloud help your team quickly identify ideal target companies aligned with your firm’s goals.
Explore company recommendations
Intapp Assist
Drive faster, smarter action with AI-powered summaries
Intapp DealCloud detail page summaries automatically condense complex data into actionable insights on deals, clients, meetings, and more — so you can save time on research and focus on driving deals forward.
Explore summarization
Intapp Assist
Save time with AI-generated content and summaries
Narrative generation in Intapp DealCloud automatically summarizes information into concise highlights, then populates DealCloud entry forms for you – reducing manual effort and ensuring complete, relevant entries. These AI-generated summaries draw from both DealCloud proprietary data and data from DealCloud DataCortex of third-party data providers.
Explore narrative generation
Intapp Assist
Create client emails that convert with AI-powered insights and drafts
Save time on email outreach with applied outreach in Intapp DealCloud, which uses AI to generate personalized emails that drive better response rates.
Explore applied outreach
Learn why leading financial services firms trust Intapp business development solutions
Client News
NORD Holding chooses Intapp DealCloud to modernize investor relations and fundraising functions
Client news
Enventure drives firm growth through AI innovation with Intapp DealCloud
Client news
Old Mutual Alternative Investments powers relationship management and fundraising with Intapp DealCloud
Client News
NORD Holding chooses Intapp DealCloud to modernize investor relations and fundraising functions
NORD Holding, a leading European private equity asset manager focusing on fund investments and direct investments, relies on Intapp DealCloud to modernize its investor relations (IR) and fundraising functions.
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Client news
Enventure drives firm growth through AI innovation with Intapp DealCloud
With Intapp DealCloud, Enventure can efficiently manage deals, fundraising and relationships within one centralized platform. Access to collective firm intelligence helps teams strengthen connections, accurately track and forecast deals and pipeline, and accelerate execution.
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Client news
Old Mutual Alternative Investments powers relationship management and fundraising with Intapp DealCloud
Old Mutual Alternative Investments (OMAI), one of Africa’s leading private alternative investment managers, relies on Intapp DealCloud to enable and greatly enhance the firm’s client engagement processes.
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ACG Deal Crawl 2024
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