Transaction Workflow Management

‍Intapp DealCloud: While the platform doesn’t advertise as many dedicated workspaces and tools for managing transactions, compared to other platforms, Intapp DealCloud’s customizable features are designed to make it easier for bankers to use their platform during transactions. Though it’s unclear from their website how robust or comprehensive these features are and to what extent they’re purpose-built for bankers.

‍MadeMarket: MaadeMarket is the only CRM that offers bankers a dedicated transaction management platform with a variety of key features like a buyers list builder, document tracker, and outreach management tools for sell-side and buy-side transactions. With MadeMarket’s purpose-built tools, for example, bankers can build buyers lists up to 10X faster. Overall, by streamlining workflows and uncovering new insights, the average firm that switches to MadeMarket can close around one additional deal per year for every five MDs.

‍Pipeline Management

‍Intapp DealCloud: Similarly, like most other CRMs, Affinity’s pipeline management features are advertised for a wider variety of deal sourcing use cases outside of investment banking and might require varying degrees of customization for investment bankers.

‍MadeMarket: Our platform’s workspaces and data tools are designed around the unique stages and demands of an investment banker’s deal flow. From industry-specific pipeline KPIs to purpose-built dashboards and project management tools, MadeMarket is ready-built for bankers on day one. With purpose-built pipeline management tools, bankers can update their tracking logs 12X faster and overall, the average banker can save over 200 hours per year on manual data entry.

‍Contact Management

‍Intapp DealCloud: Like many other platforms, Intapp DealCloud offers varying degrees of automated contact data collection features that pull information from emails and calendars, including integrations to third-party databases, while requiring some degree of manual data entry. However, without a purpose-built data architecture, these tools could make it harder for bankers to capture the kind of relationship and workflow data they need from their contacts and interaction logs, requiring further customization.

‍MadeMarket: MadeMarket’s platform is designed to make it easier for bankers to quickly upload high-quality contact data. On top of a variety of features that automatically capture and update contact information from your email and calendar, our contact data entry features, like our data entry features in general, are ready-built around the relationships and workflows of an investment banker.

‍Data Analytics and Reports

‍Intapp DealCloud: Like many other CRMs, Affinity provides a variety of analytics tools that organize and track most of your CRM’s data, while making a lot of it accessible in the form of sharable reports for client reporting purposes. With the added benefits of AI-driven analysis, the platform also offers common, financial services report templates, like tear sheets. However, it’s not clear to what extent these tools are purpose-built around the unique needs of bankers, which could make it harder to easily find and organize industry-specific insights.

‍MadeMarket: In contrast to Intapp DealCloud and other CRMs, MadeMarket’s data tools and reports are purpose-built around the relationship, business, and workflow metrics that matter most to bankers, throughout the lifecycle of a deal. At the same time, our ready-built tools make it easier for bankers to quickly organize their data into buyers lists, client reports, and more. For example, with MadeMarket your team can skip the needless fire drills by building in-depth and up-to-date client reports 15X faster.

‍Relationship Analytics

‍Intapp DealCloud: Like many CRMs, Intapp DealCloud provides relationship intelligence to help firms analyze their network and contact history, identify the best deal connections, and evaluate relationship strength.

‍MadeMarket: Similarly, our platform’s Relationship IQ feature is designed to help bankers better understand the strength of their relationships while producing the best leads for a new opportunity. Like other platforms, our relationship analytics features are built from the analysis of your firm’s contact and communication histories.

‍External Communication

‍Intapp DealCloud: While the platform doesn’t advertise many external communication functions, it does include a feature for sending deal teaser emails from within the platform.

‍MadeMarket: Our platform comes ready-built with a variety of outreach, marketing, and communication tools for investment bankers, throughout the lifecycle of a deal. These include an email campaign builder for sourcing and deals, a transaction outreach and documents tracker, and an email integration that automatically updates task and project workspaces in your CRM from within your email. For example, with easy access to more reliable contact data in a powerful suite of communication tools, bankers can send deal process emails, like those for teasers and NDAs, 20X faster.

‍Integrations

‍Intapp DealCloud: Featured integrations include Agiloft, Amazon, Anaplan, Bite Stream, Box, Coupa, DocuSign, Elite, Encompass, Google, Introhive, Jira Software, Leverest, LSEG, Microsoft Dynamics 365, Microsoft Teams, NetDocuments, NGAGE Intelligence, Oddr, Oracle CRM On Demand, Oracle NetSuite, Pitchly, QorusDocs, Salesforce, SAP, SAP SuccessFactors, Snowflake, SugarCRM, Thomson Reuters, TransPerfect, Vutu.re, and Workday.

‍MadeMarket: Featured integrations include CapLinked, Chrome, Constant Contact, Crunchbase, DealReach, Gmail, MailChimp, Office 365, Outlook, PandaDoc, PitchBook, Salesforce, Sourcescrub, and Zapier.