How Post Investment Group boosts efficiency and collaboration with Intapp Properties
Real assets
Intapp Properties
Post Investment Group is a real estate firm that invests in multifamily assets across the U.S. Since its conception almost 15 years ago, Post has grown to nearly 50 employees and focused a majority of their acquisitions on the Texas area.
Growing pains
After experiencing substantial growth within the last few years, Post Investment Group recognized some inefficiencies in its existing processes. One of the biggest issues was that its acquisitions pipeline was being managed entirely through spreadsheets — a tedious, error-prone process that required multiple people to access and edit the same document.
The firm realized it needed a better solution to maintain its upward trajectory, and began searching for a scalable platform that would consolidate its data and help its teams work more efficiently.
A flexible solution and powerful partnership
Intapp Properties emerged as the ideal solution for Post Investment Group’s complex requirements. According to Andrew Hacker, an Associate at Post Investment Group, he and his team knew Intapp was offering more than just a solution — it offered a trusted partnership to support firm growth.
This was proven true when, soon after implementation, Post Investment Group expressed the need to funnel financial and loan data from its existing system into Intapp Properties. Intapp responded by building a custom API connection to meet this requirement.
This flexibility — combined with Intapp’s specialized support and open communication — has exceeded the firm’s expectations and reinforced leadership’s confidence that they chose the right solution.
“I can’t speak highly enough about the Intapp team”
Andrew Hacker,
Associate, Post Investment Group
Clear visibility and elevated efficiency
By unifying the firm’s data, workflows, communications, tasks, and other content into a single, intuitive platform, Intapp Properties has transformed Post Investment Group’s deal management process:
- Increased efficiency: By consolidating all deals in Intapp Properties, the firm eliminated the need for manual document sharing and version control. The platform has helped the firm adopt a more streamlined acquisitions process, saving teams valuable time and reducing administrative bottlenecks.
- Comprehensive deal comparison: Intapp Properties serves as a single source of truth for all deal management, allowing the firm to compare multiple deals simultaneously. As a result, the firm can make more informed investment decisions and better identify new opportunities.
- Post-deal analysis: Intapp Properties’ analytics capabilities have enabled the firm to conduct thorough post-deal analyses. The firm can evaluate past investments, gain valuable insights into potential areas for improvement, and fine-tune strategies.
- Seamless collaboration: Intapp Properties keeps teams looped in on each other’s work and helps them collaborate more effectively, eliminating the need for constant email exchanges or document updates.
By implementing Intapp Properties, Post Investment Group has addressed its initial challenges and transformed the way it sources, tracks, and manages deals. The firm has also saved a substantial amount of time and dramatically streamlined its acquisitions process since deploying Intapp Properties, ultimately contributing to the firm’s continued success in the multi-family property market.
“And this is only the beginning of what our team can achieve with Intapp Properties,” said Hacker.
“Intapp Properties has really helped us to make sure we’re never losing any ground. We can all pick up right where the other person leaves off.”
Andrew Hacker,
Associate, Post Investment Group