Deal and relationship management for investment banking

Deal and relationship management for investment banks

Build stronger relationships.
Close deals faster.

Boost win rates and productivity with an all-in-one deal, pipeline, and relationship management solution designed for investment banking and advisory firms. Get the connected firm and market intelligence you need to build stronger connections and accelerate deal execution — all with Intapp DealCloud.

Improve knowledge sharing with a unified view of related relationships, activities, and deals.

Boost pipeline and banker productivity
with unified insights

Build deal-winning relationships 

Discover and nurture strong client connections with personalized insights and outreach reminders.

Source more business

Identify high-potential opportunities with curated market signals, client preferences, and AI-powered recommendations.

Work more efficiently 

Give your bankers the alerts, insights, and workflows they need to work quickly and effectively across engagements.

An industry-tailored platform built for the way you work

Built on our proprietary investment banking blueprint, your DealCloud instance will come preconfigured with powerful tools and workflows based on industry best practices.

Enhance relationship management 

Strengthen relationships with AI-driven intelligence reporting 
and automated data capture.

Simplify email marketing 

Make outreach easy by designing, sending, and analyzing branded email campaigns.

Accelerate business development 

Discover new opportunities by monitoring corporate and 
sponsor relationships alongside market activity.

Improve pipeline management 

Achieve better outcomes by centralizing target pipeline, maximizing resource allocation, and forecasting estimated fees.

Fast-track deal execution

Streamline workflows with on-demand buyers list development, deal marketing, and reporting.

Centralize firm knowledge and strategy 

Maintain a single source of truth for pipeline, deals, fees, and client coverage.

What clients are saying about DealCloud

A single source of truth for Oppenheimer & Co.

Amanda Wong, Director of Investment Banking Business Strategy and Development at Oppenheimer & Co. Inc., emphasizes the importance of creating a single source of truth for pipeline and relationship management. She explains how DealCloud enables this for Oppenheimer while providing the firm’s deal teams with configurable tools that track and analyze deals based on their specific needs.

Proven solutions for investment banking and advisory professionals 

Power growth with real-time dashboards, reports, and notifications.

Industry coverage

Optimize client dialogue history and deal flow with centralized, collaborative corporate and sponsor coverage and holistic transaction visibility.

Debt and equity capital markets

Optimize operations with centralized pipeline management data, streamlined resource allocation, and comprehensive client intelligence.

Financial sponsor coverage

Enhance sponsor coverage, improve collaboration with industry and product bankers, gain valuable insights, and drive market share gains through centralized, collaborative relationship management.

Restructuring

Source new restructuring engagements, track deal execution, and monitor credit exposure with cap table visualizations.

Mergers and acquisitions

Maximize efficiency and visibility with centralized client management, targeted deal marketing, and resource allocation oversight for both buy-and-sellside activity.

Corporate banking

Efficiently track and manage client coverage and transaction pipelines; improve visibility and coordination between corporate and investment banking.

Get more done faster with
Intapp Assist for DealCloud 

Stay a step ahead with AI-powered relationship insights, summaries, and tailored content generation.

Zero entry
Minimize manual work and enrich firmwide knowledge with automatic data capture from DealCloud interactions and integrated third-party sources.

Summarization
Save time with automatically generated deal, company, contact, and meeting summaries.

Generation
Skip manual effort with AI that autofills form fields and drafts relevant, personalized email outreach.

Recommendation
Move fast with curated target company recommendations, real-time relationship intel, network insights, and industry news.

Frequently asked questions about Intapp DealCloud for investment banking

Growing your firm requires effective management of your relationships, knowledge and intellectual capital. But traditional and legacy systems aren’t built to adapt to the current and complex needs of professionals. And using multiple systems often leads to problems like duplicated effort, inconsistent data, and frustrated users.

With DealCloud, your professionals can access one central hub that provides full visibility to every aspect of your dealmaking and pipeline. Which means your firm gets a single source of truth for your data, robust workflows built to capture the entire network of relationships involved in closing a deal, a hub for simplified collaboration, and AI-powered insights for better decision-making.

With Intapp DealCloud, your professionals can track a wide range of relationships and activities — including contact, deal, and process data — so your firm can easily access and apply its collective intelligence. Integrated workflows, valuable relationship intelligence, and configurable reports provide real-time insights so your teams can make better, faster decisions.

Your firm can configure its DealCloud instance to meet your specific requirements and processes. DealCloud’s workflows, reports, permissions, and data structures are flexible and easily configured to meet your teams’ evolving needs. You can connect the software with your firm’s existing systems, including HR, accounting, and more.

Schedule a demo

Speak with an investment banking and advisory industry expert

Fill out the form and someone will be in touch to provide a demo.

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.

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Industry solutions

The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.

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Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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Partner ecosystem

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