Case study

Kayne Anderson selects Intapp DealCloud enabling deal professionals to focus on optimizing productivity and streamlining the deal process

  • Financial Services
  • Real Assets
  • Intapp DealCloud

Since 2007, Kayne Anderson Real Estate has invested in alternative real estate sectors with $9 billion assets under management.

For the team at Kayne Anderson Real Estate, optimizing productivity, streamlining the deal execution process, and increasing transparency across data outputs were top priorities. After years of using Salesforce to manage client relationships and track deals, properties, and notes, the system became a roadblock to the firm achieving success in a competitive and crowded market. Data entry was a tedious and inefficient process, platform configurations were challenging, and Salesforce’s reporting capabilities did not meet the day-to-day needs of deal professionals at the firm.

Below, we offer a case study that showcases how Kayne Anderson Real Estate overcame these challenges by leveraging DealCloud’s technology.