Transaction advisory software and solutions
Achieve your firm’s full potential with unified deal and pipeline management
Expand your network, close more deals, and accelerate the time to impact of services delivered with Intapp DealCloud. Create a single source of truth for all information regarding key relationships, current deals, and insights from previous deals — so your firm can operate more efficiently and strategically.
Fast-track deal closures and pipeline management with Intapp DealCloud for transaction advisory
Track opportunities and stay aligned throughout deal pursuits by unlocking a holistic view of relationships, pipeline, and market activity.
Close more deals
Accelerate deals as they move through every stage in the pipeline with vertical-specific technology.
Strengthen relationships
Discover and nurture meaningful connections with valuable, AI-driven relationship intelligence.
Source more business
Identify opportunities and make smarter decisions with a centralized source of truth.
Increase opportunities and team capacity with Intapp DealCloud for transaction advisory
Relationship management
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Team capacity management
Gain a unified view of staff capacity and project timelines relative to the deal pipeline, so you can ease staffing and workflow management.
Business development
Examine pipeline activities, current engagements, and details around upcoming transactions in one place.
Pipeline management
Improve decision-making by centralizing the target pipeline and maximizing resource allocation.
Deal execution and collaboration
Centralize current and historic pipeline data, and systematize pipeline tracking and forecasting across sectors.
Firm knowledge
Accelerate communication sharing and improve decision-making with increased institutional knowledge.
Intapp DealCloud for transaction advisory
Accelerate service delivery with centralized deal and relationship management.
Real-time institutional knowledge sharing
Improve communication and inform decision-making with unified workflows and intelligence.
Automated workflows, alerts, and reports
Stay up to date on deals and next steps with automated task workflows, notifications, and AI-generated signals on desktop or mobile.
Reporting and analytics
Visualize firmwide pipeline and inform deal execution with reports, dashboards, tear sheets, and other customizable resources.
AI summaries and recommendations
Save time and make better-informed decisions with AI-generated summaries of deal information as well as recommendations based on firm and market intelligence.
System integrations
Share data across your firm with a centralized hub that connects with Microsoft 365 and other applications your team uses every day.
Actionable data
Inform and empower your dealmakers by transforming your proprietary and third-party data into institutional knowledge.
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