Deal and relationship management for investment banks
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.
Discover and nurture strong client connections with personalized insights and outreach reminders.
Identify high-potential opportunities with curated market signals, client preferences, and AI-powered recommendations.
Give your bankers the alerts, insights, and workflows they need to work quickly and effectively across engagements.
Built on our proprietary investment banking blueprint, your DealCloud instance will come preconfigured with powerful tools and workflows based on industry best practices.
Strengthen relationships with AI-driven intelligence reporting and automated data capture.
Make outreach easy by designing, sending, and analyzing branded email campaigns.
Discover new opportunities by monitoring corporate and sponsor relationships alongside market activity.
Achieve better outcomes by centralizing target pipeline, maximizing resource allocation, and forecasting estimated fees.
Streamline workflows with on-demand buyers list development, deal marketing, and reporting.
Maintain a single source of truth for pipeline, deals, fees, and client coverage.
"[Intapp] DealCloud … offers off-the-shelf capabilities specifically designed for our business that we don’t see with other large CRM platforms. The platform will provide new insights … and enable us to maintain a high level of client service."
"Intapp DealCloud gives us a great understanding of our clients, prospects and where we need to spend our time."
"“With DealCloud, we have found the perfect partner who enables us to establish a central system platform in which customer and multiplier management [as well as] internal and external work processes are brought together.”"
"DealCloud has become an integral part of our business. … From the moment that we started working with DealCloud, the platform and its team have continually and consistently adapted to our needs, rising to meet all challenges we presented them with."
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.
Power growth with real-time dashboards, reports, and notifications.
Optimize client dialogue history and deal flow with centralized, collaborative corporate and sponsor coverage and holistic transaction visibility.
Optimize operations with centralized pipeline management data, streamlined resource allocation, and comprehensive client intelligence.
Enhance sponsor coverage, improve collaboration with industry and product bankers, gain valuable insights, and drive market share gains through centralized, collaborative relationship management.
Source new restructuring engagements, track deal execution, and monitor credit exposure with cap table visualizations.
Maximize efficiency and visibility with centralized client management, targeted deal marketing, and resource allocation oversight for both buy-and-sellside activity.
Efficiently track and manage client coverage and transaction pipelines; improve visibility and coordination between corporate and investment banking.
Stay a step ahead with AI-powered relationship insights, summaries, and tailored content generation.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Case study
Learn how Raymond James improved pipeline management and deal flow with DealCloud.
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Blog Posts
Investment bankers need relationship management technology to overcome their struggles to find and connect with qualified buyers for their clients.
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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.
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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.
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