Intapp DealCloud

Firm AI for investment banking

Win more mandates in an increasingly competitive market with Firm AI — built to run the business of the firm itself.

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AI built for investment banking

financial services firms served
meeting the complex needs of dealmakers
in FY25 revenue

Trusted by the industry

Firms with Intapp drive
more opportunities than 
firms without Intapp
Up to
per week repurposed for higher-value work
of analysts report DealCloud helps accelerate deal velocity

A governed AI platform for managing your deal lifecycle

Intapp DealCloud is governed by Intapp Celeste, the agentic AI platform that brings natural language interactions into your workflows and runs firm playbooks built on your firm’s intellectual capital.

Relationship management and intelligence

Business development and pipeline management

Deal execution

Firm and knowledge management

Bringing the world’s leading AI companies directly into investment banking workflows

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Intapp Celeste

The agentic AI platform that powers Firm AI for investment banks

Use Celeste to deploy agents across your firm’s workflows — running firm playbooks with domain expertise in deal lifecycles, engagement workflows, and compliance.

Investment banking use cases:

  • Proactive relationship nudges
  • Pitch deck and comparables generation
  • Enhanced client onboarding
  • Accelerated deal execution
  • Supported buying sourcing and outreach
  • Automated knowledge and credential processing

The next generation of Intapp DealCloud is here

Governed by Celeste, DealCloud delivers AI directly into your existing workflows and understands your firm’s intellectual capital.

AI that knows your firm

Document ingestion

Built-in ethics and compliance

Integrations across your systems

Zero data entry

Supported by experienced IB professionals

Top investment banking firms trust Intapp DealCloud

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The platform chosen by leading investment banks

Leslie Ann Brooks

We knew we had found the right solution when we realized how purpose-built DealCloud is for the investment banking and private capital marketplaces.

Leslie Ann Brooks

Chief Experience Officer, Investment Banking

Raymond James

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Discover why top firms choose DealCloud

Request a live demo to see how Firm AI unifies your firm’s coverage, deal execution, and relationship intelligence to drive efficiency, collaboration, and win rates across every group.