Limited partners software
Build meaningful relationships, source more opportunities, and generate higher-quality investments with Intapp DealCloud.
By creating a central working hub for your deals, relationships, and capital deployment, Intapp DealCloud helps your firm operate more strategically and more efficiently.
Accelerate every stage of the pipeline process.
Benefit from AI relationship intelligence to learn more about your leads and relationships.
Identify target investments and make smarter decisions with a single source of truth.
With Intapp DealCloud, we were able to streamline our various systems into one consolidated platform that everyone could use at the same time. Now that we’re fully functional on the platform, it’s impossible to imagine going back to Outlook and Excel.
Get more coverage and build stronger relationships with AI-driven intelligence reporting and automated data capture.
Simplify firm outreach with integrated tools to design, send and analyze campaigns.
Uncover new opportunities by monitoring general partner and placement agent relationships alongside market activity.
Improve decision–making with full visibility of your pipeline and resource allocation.
Centralize your due diligence checklists and approval workflows in an efficiently managed information hub.
Improve firm communication for improved decision-making with fewer information silos.
Make more informed decisions with workflows built for collaboration.
Keep everyone informed on deal to-dos with automated task workflows, notifications, and AI-generated signals on your devices.
Inform your deal execution with reports, dashboards, tearsheets, and other customizable resources.
Save time on decision-making with AI summaries and recommendations based on firm and market intelligence.
Make it easier for your teams to share information with platform access to Microsoft 365 and other applications.
Turn your proprietary and third-party data into insights that your dealmakers can use to make more informed decisions.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
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Today’s limited partners (LPs) require access to complex reports and custom dashboards on demand. Generic CRM platforms simply can’t address the need for real-time data during every stage of the investment lifecycle because they were built for a different business model — one that doesn’t support an LP’s complex relationship, deal, and funding structures. When LPs leverage software like Intapp DealCloud, they are able to organize, tag, and report on that data to inform their daily activities including tracking progress on negotiations, due diligence processes, or voting developments.
Whether your firm has just closed its first fund or completed hundreds of transactions, our vertical-specific software will help your firm grow and operate more efficiently. A rich set of tools and features accompanying our core CRM platform also let LPs quickly complete administrative, time-intensive parts of their job — giving your firm’s professionals more time to build and grow relationships that lead to closed deals.
LPs use Intapp DealCloud’s limited partners software for business development activity tracking, intermediary coverage, deal and legal document management, compliance and risk management, GP communication, fund manager coverage, travel planning, and increased visibility into deal and pipeline management.
Whether your firm focuses on a specific geography, deal size, or industry, Intapp DealCloud can help your investors transform a handshake into a closed deal using our limited partners software.
Intapp DealCloud was built with the understanding that not all limited partners firms operate the same way. The pipeline, relationship management, and reporting needs of one user, team, division, or company may differ greatly from the next. That’s why our users have the granular control to customize DealCloud for individual users — so that every individual has the tools and views they need.
When it comes to reporting and analytics, your team members can customize every dashboard, chart, graph, tearsheet, data sheet, and profile to meet their preferences and interests.
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
Learn more about our data foundation
Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
Learn more about our cloud infrastructure
Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
Learn more about our partner ecosystem
