How Alterna Equity Partners boosted qualified deal flow by 50% and strengthened collaboration with Intapp
Intapp Collaboration
Intapp DealCloud
As sourcing activity increased, internal systems needed to become more centralized
As Alterna Equity Partners, a mid-market private equity firm, expanded its sourcing and relationship management efforts, the firm needed to upgrade to a centralized, connected ecosystem that could track all deal, company, and relationship data.
The firm’s existing document workflows weren’t interconnected, resulting in a less efficient document sharing system. With deal teams managing a high volume of opportunities and multiple stakeholders, the firm needed more streamlined processes, enhanced organization of deal materials, and more powerful analytics to prioritize the most promising opportunities. Additionally, Alterna Equity Partners sought to build a solid foundation for future AI initiatives, which requires clean, structured, and integrated data.
“On a daily basis, we utilize DealCloud to track deal flow, relationships with contacts [and] intermediaries. … It’s really our single source of truth. Anything we are doing, from IR to marketing to sourcing origination or outreach, is through DealCloud.”
Zachary Polley
Associate, Alterna Equity Partners
Unified data, documents, and intelligence across the deal lifecycle
To unify its operations and strengthen its data foundation, Alterna Equity Partners adopted a firmwide technology stack centered on Intapp DealCloud and Collaboration for DealCloud.
First, the firm adopted Intapp DealCloud to address the increase in deal activity. After seeing success with DealCloud and the acceleration of deal flow and operational demands, the firm decided to expand its use of the platform. The firm then adopted Intapp Collaboration for DealCloud to support its next stage of growth and transformation. Together, these solutions have helped Alterna Equity Partners increase qualified deal flow, strengthen intermediary coverage, eliminate manual work, and prepare for an AI-enabled future.
DealCloud serves as the firm’s central source of truth, giving the team a comprehensive, structured view of its deal pipeline, intermediary relationships, contact activity, marketing outreach, and key performance metrics. Using DealCloud’s customizable dashboards and standardized data structures, Alterna Equity Partners can monitor deal progression, prioritize high-fit opportunities, and track engagement across its network more efficiently and strategically.
“Collaboration for DealCloud is essential. Staying up to date with new technology and AI developments is the only way to stay ahead in such a competitive market. The longer you wait, the farther behind you fall.”
Zachary Polley
Associate, Alterna Equity Partners
To address document fragmentation, Alterna Equity Partners implemented Collaboration for DealCloud, creating a seamless connection between DealCloud and the firm’s Microsoft SharePoint environment. Now, whenever a new deal is added into DealCloud, a corresponding SharePoint repository is automatically generated and kept in sync. Documents added to SharePoint appear instantly within DealCloud — and vice versa — eliminating manual uploads, version control issues, and the need to navigate disconnected file systems.
This integration allows deal teams to work directly within DealCloud and collaborate in real time, significantly reducing workflow friction and improving organization. Moreover, the structure and organization that Collaboration for DealCloud brings to deal documentation is foundational to the AI initiatives Alterna Equity Partners is pursuing.
Layered on top of these capabilities, DealCloud with AI improves operational efficiency with enhanced data quality, and speeds up qualified deal flow with company matching. The team can match company records to PitchBook or existing Intapp profiles in seconds. This reduces manual data entry, eliminates duplicates and ensures greater accuracy as deal volume grows. Together, these solutions provide Alterna with a unified, highly efficient operating environment — one that not only supports today’s dealmaking but also positions the firm for future AI-enabled advancements.
- 50% increase in overall qualified deal flow (LTM)
- 20% increase in priority deals aligned to the firm’s mandate
- 200% increase in relationship activity with firms and contacts (YoY)
- Significant time savings, equating to days of manual work eliminated
“DealCloud’s AI capabilities save our team significant time and ensure every company is accurately tracked. The AI matching is incredibly helpful.”
Zachary Polley
Associate, Alterna Equity Partners
A firmwide technology foundation for smarter, faster dealmaking
Alterna Equity Partners leverages DealCloud and Collaboration for DealCloud to unify its deal, relationship, and document management into a single, connected ecosystem. DealCloud serves as the firm’s central source of truth, powering its daily pipeline tracking, relationship prioritization, and marketing workflows. Meanwhile, Collaboration seamlessly links DealCloud entries with automatically generated SharePoint folders, eliminating manual filing and enabling real-time document access for deal teams. DealCloud’s AI features further increase efficiency by automating company identification and data matching, helping the team quickly and accurately track opportunities. Together, these solutions streamline workflows, improve collaboration, and provide the structured data foundation the firm needs to scale and prepare for future AI initiatives.
