Deal Management 2

A purpose-built platform for managing relationships, tracking pipeline, and streamlining execution in financial services. Intapp DealCloud is a purpose-built platform designed for the collective intelligence of professionals, particularly in financial and professional services. More than a CRM, it serves as a single source of truth to manage relationships, track and forecast pipeline, and streamline execution. It offers solutions for relationship management, business development, marketing, pipeline and deal management, fundraising and investor relations, and experience management. Intapp DealCloud also provides industry-specific solutions for accounting, consulting, corporate, investment banking and advisory, legal, private capital, and real assets firms.

Intapp: AI-powered software for professional and financial services firms to drive growth and manage risk. Intapp leverages AI and Microsoft Azure to help professional and financial services firms discover, win, and execute new business. Trusted by over 2,450 firms globally, Intapp empowers your team, strengthens client relationships, and reduces risk. Intapp provides AI-powered software solutions for professionals, offering products and solutions across various industries like accounting, consulting, corporate, investment banking, legal, private capital, and real assets. Their offerings include deal and relationship management, compliance solutions, time management tools, and collaboration platforms.