How Alterna Equity Partners boosted qualified deal flow by 50% and strengthened collaboration with Intapp

Ten Eleven wanted to improve data management, increase transparency, and ensure that its professionals could access the information they needed, when they needed it. The firm’s leaders recognized that a centralized database like Intapp DealCloud could solve these challenges.

Prior to deploying DealCloud, professionals at HCAP Partners managed relationships using a generic CRM and tracked their deals in disparate spreadsheets. As the firm scaled and raised larger funds, HCAP Partners realized that it needed purpose-built technology that would enable greater sophistication in its tracking and outreach processes. This business need led HCAP Partners to implement DealCloud, which is custom-fit for the complex relationships and deals of private equity firms. Below, we offer an in-depth case study that showcases how HCAP Partners leverages DealCloud’s technology.

In 2020, Haven Capital was on the verge of launching a new ground lease platform that would provide funding for all major real estate asset classes. The platform would serve as an efficient, tailored form of financing and help clients unlock and enhance asset value. But as Haven Capital got closer to launch, the firm realized that its use of spreadsheets would no longer be an effective method of storing client information – especially as the volume of client interactions and deal flow increased. Haven Capital needed a better way to organize its outreach efforts and build its reputation in the market. It was clear that the firm required a customized deal and relationship management solution that could support operational efficiency, targeted outreach, and a higher volume of outreach and customer interactions. To improve its outreach and relationship management, Haven Capital turned to Intapp DealCloud, a platform built to meet the specific needs of real estate investors.