DealCloud
DealCloud by Intapp is an AI-driven platform that revolutionizes deal and relationship management for financial services. It centralizes intelligence, automates workflows, and accelerates deal execution with real-time insights, empowering firms to source opportunities and close deals more efficiently.
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Introduction
What is DealCloud?
DealCloud, developed by Intapp, is a specialized deal and relationship management solution built for capital markets and financial services organizations. It consolidates critical firm and market information into a unified hub, providing teams with the intelligence needed to discover prospects, oversee pipelines, and finalize transactions swiftly using live data. By harnessing applied artificial intelligence, the platform streamlines operations, fosters teamwork, and connects effortlessly with external data sources and business software, supporting the complete deal journey from start to finish.
Key Features
Customizable Workflows and Dashboards: Tailored workflows, interactive dashboards, and personalized reports adapt to a firm's unique procedures, boosting transparency and operational effectiveness.
Applied AI and Automation: Intelligent features like automated deal summaries, relationship scoring, and workflow automation speed up critical decisions and minimize hands-on tasks.
Unified Deal and Relationship Management: Brings together internal and external data to create a central repository for monitoring deals, managing relationships, and overseeing pipeline progress.
Robust Integration Ecosystem: Integrates smoothly with leading financial data services such as PitchBook, Preqin, and FactSet, alongside Microsoft 365 and Outlook, for improved data aggregation and collaborative efforts.
Comprehensive Compliance and Risk Management: Incorporated capabilities for conflict checks, audit logs, and access controls help maintain regulatory standards and protect sensitive information.
Mobile Access and Collaboration: Dedicated mobile apps for iOS and Android allow deal professionals to retrieve information, modify entries, and work together remotely.
Use Cases
Corporate Development: Optimize mergers and acquisitions activities with cohesive deal monitoring, due diligence, and compliance processes.
Private Equity and Investment Banking: Handle intricate deal flows, monitor connection networks, and facilitate transactions effectively among various teams.
Fundraising and Investor Relations: Keep a centralized log of interactions with limited partners, track fundraising milestones, and produce reports for investors.
Marketing and Business Development: Utilize sophisticated email analytics and relationship data to pinpoint and cultivate promising leads.
Real Assets and Infrastructure: Employ property insights, geographic mapping, and market evaluation to oversee real asset transactions and investment portfolios.
