DealCloud AI is an Intapp platform that uses AI to help capital-markets and financial-services firms manage deals and relationships. Primary users include investment banks, private-equity and venture-capital funds, law firms and accounting firms that rely on relationship-driven transactions.
It unifies deal and relationship data, applies NLP and predictive analytics for insights, automates workflows such as report creation, and delivers customizable dashboards and integrations with leading data providers and office tools.
By merging siloed data into a single view and automating manual tasks, the platform shortens data entry time, while AI features like win-probability scoring and smart summaries accelerate insight generation and decision cycles.
Role-based permissions, full audit trails and conflict-of-interest management are built in, helping firms meet internal and regulatory requirements without extra coding.
Yes. Native iOS and Android apps let users access data, collaborate, manage calendars, scan business cards and receive push notifications from anywhere.
It connects out of the box to PitchBook, Preqin, FactSet, Microsoft 365, Outlook and more, and provides APIs for additional third-party tools.
Most workflows, dashboards and reports can be configured by business users, minimizing the need for deep IT involvement.
Typical scenarios include PE and IB deal pipelines, fund-raising and investor relations, real-asset portfolio oversight, end-to-end M&A tracking, and business-development prospecting.
DealStream is a global dealmaking platform that connects entrepreneurs, investors, and professionals. It offers opportunities in mergers and acquisitions, real estate, asset transactions, and financing. The platform leverages AI to smartly match opportunities and help users discover potential deals while expanding their business network.
Intapp SmartUse is an AI-powered vertical SaaS solution for professional services firms, including law firms, investment banks, and private equity, helping clients manage transactions, mitigate risk, and improve operational efficiency.
