<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1958976617683363&amp;ev=PageView&amp;noscript=1">

SmartCloud Intapp Logo Final

Streamlining M&A Transactions via Intapp DealCloud & SmartCloud Integration

 

Unleash the Power of SmartCloud's Suite and
Intapp DealCloud Integration for Your M&A Deals

 

SCHEDULE A DEMO
Aria Las Vegas

DealMax 2024 Vegas

 

SIMPLIFIED & SEAMLESS EXPERIENCE

SmartExchange + Intapp DealCloud integration enables deal teams to stay focused and manage all aspects of the deal from a single easy-to-use interface. It also helps them stay focused and accountable – leading to more efficient, and successful deal outcomes.

 

DealCloud x SmartExchange

SIMPLIFY YOUR M&A PROCESS


Quick Launch and Summary of Usage Statistics for ALL Smartrooms from Dealcloud.

“Import Dealcloud” option on SmartRoom Users Invite.

Create New SmartRooms in seconds, using pre-defined “Templates” which automatically create the room with Logo, Folder Index Structure, Security Profile, and many other Settings.

Link and embed SmartRoom to corresponding Deals/Engagements.

Simplify Your M&A Process

DealCloud x SmartExchange

DEAL OVERVIEW


Real-time integration of Dealcloud/CRM Deal data allows investment banks to expose and manage Deal Summary and Overview Pages

Configurable versions of Deal pages displayed per user type

 

Deal Overview Screenshot
 

DealCloud x SmartExchange

DEAL DOCUMENTS


Milestones automatically create and control access to Data Room

Provides fully integrated Smartroom functionality from within the SmartExchange client portal

 

Deal Documents Screenshot
 

DealCloud x SmartExchange

DASHBOARD


Dashboard view customized based on User’s Role, for example: Issuer, Strategic/Acquirer, or Investor

Provides a dynamic / summary view, and simplified navigation to the most relevant information:

  • Company Details
  • Company Contacts
  • Active Deals
  • Integrated Analysis via Power BI
  • Engage
Dashboard1
 

DealCloud x SmartExchange

COMPANY CONTACTS


Real-time integration of Dealcloud/CRM Contact data allows investment banks and clients to expose and manage Company Contacts and Portal Access

Contact affiliations (board members) also managed here

Integration with LinkedIn and CapiQ provides relevant contact details

Company Contacts Screenshot v2
 
Launch SmartRoom VDR from DealCloud
Launch SmartRoom VDR from DealCloud

Direct access to SmartRoom VDR from within DealCloud, enabling secure document sharing and management throughout the M&A lifecycle.

Seamless Contact and Permissions Syncing
Seamless Contact and Permissions Syncing

Import and sync DealCloud contacts with SmartRoom, assigning tailored access to ensure the right people have the right information at the right time.

Comprehensive Reporting and Analysis
Comprehensive Reporting and Analysis

Leverage SmartRoom for detailed reporting on deal progress and investor engagement, all trackable within DealCloud for a complete overview.

Customizable Deal Specific Portals
Customizable Deal-Specific Portals

Create branded, personalized portals for each deal phase, from due diligence to post merger integration, enhancing stakeholder communication.

 

Ready to Elevate Your M&A Strategy With The SmartCloud & Intapp DealCloud Integration?

SCHEDULE A DEMO!

 

CLICK HERE TO BOOK A DEMO