Case study

Haven Capital

  • Financial Services
  • Intapp DealCloud

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.