Enhancing client value with Intapp DealCloud: The future of investment banking technology

Strengthening connections with AI-powered relationship intelligence

The relationship intelligence capabilities in DealCloud provide your investment bankers with a comprehensive, 360-degree view of their client ecosystems. By integrating proprietary data with third-party sources, bankers gain complete visibility into their networks' full potential. AI-powered features, including smart tags and automated summaries, are coupled with relationship intelligence to highlight connections that might not be obvious in raw data.

During the critical pitch phase, an integration with DataCortex provides enhanced relationship intelligence across company families, including parents, subsidiaries, and private equity-backed firms. This comprehensive information helps your bankers effectively leverage existing relationships and referral sources, which creates a powerful network effect that drives business development.

DealCloud also uses sophisticated relationship path navigation to help your professionals make the most of their internal networks during crucial phases of the engagement lifecycle. Whether your bankers are in the execution phase and seeking potential buyers through M&A groups, connecting with investors via equity capital markets, or identifying lenders through leveraged finance and debt capital markets groups, DealCloud provides a complete view of their relationships and maps the shortest path to success.