How Rockview Capital streamlines its acquisitions process with Intapp Properties
Real assets
Intapp Properties
Rockview Capital is a Beverly Hills–based private equity firm focused on making strategic, long-term investments in multifamily real estate across the U.S. Rockview leverages its deep network of private investors and family offices to capitalize on lucrative opportunities across the multifamily sector, whether through direct acquisitions or co-investment structures.
Choosing a premier solution
Private equity firm Rockview Capital used to rely on manual data entry and complex spreadsheets to track their deal pipeline — a time-consuming, error-prone, and unsustainable approach. The firm sought out a comprehensive solution that would centralize data, automate processes, and enable teams to track deals with more accuracy.
Having used other deal management platforms, Enrique Huerta, Co-Founder and Principal at Rockview, recognized what sets Intapp Properties apart. Unlike other providers that only cater to larger-scale investors or single use cases, Intapp Properties caters to firms of all sizes with various, unique goals.
Rockview particularly appreciated that Intapp Properties is an all-in-one solution: a deal management tool, a comp database, a map of live activity, a CRM, and a robust reporting platform enabling deep understanding of vital KPIs.
“Compared to the other providers we were considering, Intapp’s approach and vision was the most oriented towards our growth.”
Enrique Huerta,
Co-Founder and Principal, Rockview Capital
Keep data and teams up to date
Intapp Properties offers automated tracking and data entry, enabling Rockview to track and manage a higher volume of deals with enhanced accuracy and efficiency. The firm reported significant time savings, allowing teams to focus on strategic tasks and value-added activities as opposed to constantly updating their spreadsheets.
Intapp also enabled Rockview to seamlessly integrate a remote team member into its operations. With all data centralized in Intapp Properties, the team no longer needs to manually share spreadsheets and files to keep everyone aligned. Instead, every team member — regardless of location — can access the same up-to-date information in one place, supporting smooth collaboration without relying on additional tools.
Powering growth through key metrics
Intapp Properties’ reporting capabilities have been instrumental in Rockview’s growth. Intapp’s data storage tools let the firm quantify progress and changes in specific deal metrics — including bid-ask spread, asking cap rates, and NOI growth — over time and across markets and deal size. Rockview can easily present accurate and compelling data to investors, fostering trust and credibility.
“Intapp Properties has been vital in enabling us to keep our pulse on the market. And that’s the most important thing to know when investing — not where the puck has been but, more importantly, where it’s going.”
Enrique Huerta,
Co-Founder and Principal, Rockview Capital