DealCloud for investment banking
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DealCloud for investment banking


AboutSpeakers
AboutSpeakers

See why leading investment banks choose DealCloud


On Thursday, February 19 at 2:00 p.m. EST, join a 30-minute live demo of Intapp DealCloud, purpose-built for M&A advisory and investment banking front-office teams.


See how the leading investment banks and financial services firms are using DealCloud to manage client relationships, drive M&A origination, and execute transactions all on a single, purpose-built platform for investment banking teams.


In this demo, you’ll see:

  • A relationship-centric CRM for M&A bankers that connects buyers, sellers, sponsors, executives, and intermediaries
  • End-to-end M&A deal tracking, from origination and pitching through mandate, diligence, and close
  • Coverage and opportunity management to identify targets, track buyer interest, and prioritize outreach
  • Outlook integration to automatically capture emails, meetings, and deal activity

Why DealCloud
Built specifically for M&A advisory and investment banking teams, DealCloud adapts to your coverage model, sectors, and deal processes. Highly configurable and scalable, it supports boutiques through global advisory firms helping bankers originate more opportunities, run tighter deal processes, and deliver better outcomes for clients.


Register now to see how DealCloud helps M&A teams improve origination, streamline execution, and strengthen client relationships across every stage of the deal lifecycle.


A similar demonstration geared to Private Capital Markets is being done prior to this one. If interested in attending both, register for the Private Capital Markets demo here.



IntappOrganizer of DealCloud for investment banking

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