Transaction advisory software and solutions
Achieve your firm’s full potential with unified deal and pipeline management
Intapp consulting solutions
Solutions for consulting firms
Solutions for service lines
Expand your network, close more deals, and accelerate 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.
Accelerate deal closures and improve pipeline management with Intapp DealCloud for transaction advisory
Track opportunities and stay aligned throughout deal pursuits with a holistic view of relationship, pipeline, and market activity.
Close more deals
Fast-track deals as they move through every stage in the pipeline with vertical-specific technology.
Strengthen relationships
Discover, build, and nurture important connections with valuable, AI-driven relationship intelligence.
Source more business
Identify more opportunities and make better-informed decisions with a centralized source of truth.
Increase opportunities and team capacity with Intapp DealCloud for transaction advisory
Relationship management
Create 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
Enhance decision-making by centralizing 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
Real-time institutional knowledge sharing
Improve communication and 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 the firmwide pipeline and inform deal execution with dashboards, reports, tear sheets, and other customizable resources.
AI summaries and recommendations
Save time and make smarter 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.
Intapp DealCloud data integrations
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Learn more about Intapp DealCloud for private equity
Blog Posts
Understanding and preparing for each stage of an M&A transaction
At least 50% of mergers and acquisitions (M&A) deals fail — and one of the main reasons is tha...
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Private capital
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Intapp DealCloud
Blog Posts
The Future of Accounting: Working In a Connected Firm
In addition to changing workforces that are more geographically distributed and tech savvy than...
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Accounting
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Time
Blog Posts
Don’t stop at Microsoft Teams: Take the next step in accounting and consulting firm software
Most accounting and consulting firms embraced the cloud and Microsoft Teams during the pandemic, all...
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Accounting
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Consulting
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