Deal and relationship management for investment banks
Win business faster with unified deal
and relationship management
Intapp investment banking solutions
Solutions for Investment banks
Additional investment banking solutions
Boost win rates and increase operational efficiency with an all-in-one deal and relationship management solution.
Access the relationship intelligence, market trends, and actionable insights needed to build stronger relationships and accelerate deal execution — all with Intapp DealCloud for investment banking and advisory.
Spark new value for investment bankers and advisors with Intapp DealCloud
Ensure a centralized, collaborative deal process from prospecting through execution.
Build deal-winning relationships
Discover and nurture client connections with powerful relationship intelligence.
Source more business
Identify new opportunities using centralized data and insights.
Improve client outcomes
Give your team the tools needed to exceed client expectations.
Off-the-shelf capabilities specifically
designed for your business
[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.
Simon Upton
Chief Operating Officer
Solomon Partners
Gain a competitive advantage with actionable intelligence and marketing tools
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.
Leading investment banks use Intapp DealCloud
for deal and relationship management
Drive deal progression with unified workflows and actionable insights
Real-time institutional knowledge sharing
Improve communication and decision–making with workflows and intelligence all in one place.
Automated workflows, alerts, and reports
Stay up to date with deal to-dos with automated task workflows, notifications, and AI-generated signals.
Configurable reporting and analysis
View firmwide pipeline and inform deal execution with ad hoc and templated reports.
AI-driven insights
Save time with AI-driven deal summaries, and make better decisions with AI recommendations based on firm and market intelligence.
Extensive system integrations
Share data across your firm with a centralized hub that integrates third-party data, Microsoft 365, and other applications your team uses daily.
Secure mobile access
Use iOS and Android apps to work from anywhere, view and search data, take notes offline, and sync when reconnected.
Intapp DealCloud data integrations
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Learn more about Intapp DealCloud
Case study
Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution
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Financial Services
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Investment Banking
Blog Posts
Investment bankers need relationship management tech to find buyers in today’s remote environment
After the pandemic caused a severe reduction in dealmaking volume, closing new deals has become the ...
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Financial Services
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Investment Banking
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Case study
Stephens Inc.
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Financial Services
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Investment Banking
Frequently asked questions about Intapp DealCloud for investment banking
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The complex dynamics of today’s fast-moving markets demand that investment bankers and M&A advisors become more agile. Building strong relationships, effectively managing pipeline, and obtaining visibility into active engagements is challenging when data is stored in unorganized or disparate systems.
Intapp DealCloud is built specifically to help investment bankers and advisors boost win rates by providing insights into relationships, pipeline, and market trends within one platform. Developed by industry experts, DealCloud helps firms drive a centralized, collaborative, and uniform deal process from prospecting through execution.
Regardless of your firm’s size, strategy, clients, or operating model, DealCloud provides the crucial data and intelligence you need to achieve the best outcomes for your clients.
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Intapp DealCloud lets you track a wide variety of deal data including sourcing, progress, and staffing details — helping you manage deals throughout the entire lifecycle. Integrated workflows, pipeline analytics, and configurable reports provide real-time deal insights so your team can make informed decisions.
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Yes — Intapp DealCloud for investment banking can be customized to meet your firm’s specific requirements. Built by industry experts, the solution is designed to accommodate varying pipeline, relationship management, and reporting needs. It can be configured to support the unique needs of individual users, teams, and divisions. Access levels may be provisioned on a user-by-user basis.
Schedule a demo
Speak with an investment banking and advisory industry expert
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