Intapp DealCloud for private capital markets
Achieve long-term success with connected firm management
With increased competition in the private capital markets, it’s more challenging than ever for deal-makers to originate new opportunities and execute on transactions. In response to these challenges, private equity, growth equity, venture capital, leverage finance, family office, and other firms are looking to technology to help them achieve long-term success.
No matter the size of your firm or the specificity of your investment mandate, it’s critical that each deal-maker be productive and efficient in their business development, portfolio management, fundraising, investor relations, due diligence, and other processes. That’s why we’ve been focused on driving operational efficiencies through technology within private capital markets firms for more than 20 years.
At Intapp, we know that every investment opportunity and firm is unique, and that deal-makers require a fully configurable, unified technology platform to execute on deals. By enabling private capital markets deal-makers to manage relationships, transactions, processes, workflows, and data in one centralized technology solution, we create greater institutional knowledge and more opportunities for firms. We have a proven track record of facilitating risk management, operational efficiency, firm-wide transparency, and much more.
Powering the connected capital markets firm
Deep domain expertise and 20+ years of experience
Our long history of working with private capital markets firms of all sizes has given us an insider’s understanding of the needs of deal-makers. We speak the same language as our clients, and understand your firm’s short- and long-term goals. Top talent from across the capital markets industry has joined our ranks, enabling us to implement purpose-built solutions that have real, measurable impact on deal-makers and firm leaders alike.
Operational excellence at the heart of our business
We know that at the end of the day, time is money in the investment management industry. That’s why our entire organization — from customer success to product engineering — focuses on driving operational efficiencies for private capital markets firms through our technology solutions. We care deeply about the ever-changing trends that affect deal-makers, and we’re quick to help firms navigate turbulent times, shifts in strategy, and corporate growth.
Dedication to implementation, configuration, and user adoption
We know technology is only as good as how it’s used. Our solutions are designed for transaction professionals and investors, and configured specifically for each firm’s unique to boost user adoption. We have a demonstrated, 20-year history of helping firms build the right components and capabilities into their technology solutions, and we’re proud to help firms derive greater value from their infrastructure investments.
We deliver key outcomes for investors and deal-makers
- Improved deal management and origination
- Increased market coverage
- Streamlined relationship management
- Faster decision-making and pipeline velocity
- Greater sharing of institutional knowledge
- Enhanced data and analytical insights
The company we keep
For more than 20 years, Intapp has acted as a trusted, long-term partner to countless private capital markets firms, from boutiques and middle-market firms to those with billions in assets under management. To date, we’ve equipped tens of thousands of the world’s most active dealmakers with the solutions they need to originate deals, efficiently manage transactions throughout the pipeline, and be more competitive.
"For investor relations, [Intapp] DealCloud has improved our tracking of limited partner and prospective limited partner interactions, allowing us to engage in more targeted business development activities and improve visibility into our fundraising pipeline."Irene Hong EdwardsLovell Minnick Partners
"[Intapp] DealCloud has proven to be an immediate and impactful tool and resource for NGP. The ease of user adoption and customization greatly expanded the use of a central CRM system throughout the organization. The robust bulk contact management, report creation, and DataCortex integration tools have streamlined several of our legacy internal processes. Additionally, with every release the product continues to improve, giving us additional ways to leverage the platform and improve firm communication and insight."Chase PaxtonNGP Energy Capital Management
"We have followed [Intapp] DealCloud closely over the last couple of years and it became evident through the scoping process that [Intapp] DealCloud was best in class. The platform provides unparalleled degrees of flexibility enabling us to use data as effectively as possible across all areas of deal and relationship management. We will also use it for investor relations as we hold further closes throughout 2021 after the recent launch of our second fund. Remote working conditions have put greater demands on efficient technology and having [Intapp] DealCloud in place will provide a step-change improvement to how we can operate and help to optimize our performance in deploying Fund II."Simon DanielliAgathos Management LLP
"The [Intapp] DealCloud platform allows us to focus the time spend on assessing investment opportunities and increase pipeline transparency throughout the entire deal lifecycle. The ambition is that [Intapp] DealCloud’s technology will improve our processes and make the whole team more efficient."Oliver ThumElvaston Capital Management
"[Intapp] DealCloud was purpose-built for private equity firms, and we believe it will improve our efficiency across many of the firm’s business development activities."Jim AppleThe Sterling Group
See our connected private capital markets firm solutions in action
Our team of private capital markets experts is standing by, ready to provide you and your firm with an in-depth look at our purpose-built, cloud-based software.
From deal management and business development to pipeline management, Intapp can power your firm with the next-generation technology solutions you need to be successful.
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Is your private equity firm at risk of getting passed by?
The world of private investing has never been more competitive. Every day it becomes more and more difficult to differentiate and stand out amongst the crowd. The need to find more proprietary deals, build better relationships, and be more efficient in your execution is more intensive...
Creating a connected and collaborative private equity firm relies on your adherence to these 3 principles
In this article, we will share more about the ACT Framework and how its core tenets will support and enhance your firm’s deal, relationship, and firm management activities for months and years to come.
Private equity analytics: using data to discover deals
Throughout this article, we’ll discuss how to use DataCortex to empower you during all stages of the deal lifecycle, from deal origination to deal execution. We’ll also discuss other ways that modern dealmakers are using data analytics in private equity.
Technology and the contemporary private equity firm
After spending countless hours learning and comparing the various approaches to technology-enabled dealmaking at various firms, we extracted five major challenges facing dealmakers in their pursuit of a productive, high-functioning private equity firm.
Building a Stronger Investor Relations Machine
Download our whitepaper to learn how IR professionals can strengthen LP relationships and close deals faster in the capital markets by leveraging DealCloud.
[CASE STUDY] Atlantic Street Capital
We offer a case study that showcases how Atlantic Street Capital overcame these challenges by leveraging DealCloud’s technology.
[CASE STUDY] FSN Capital leverages DealCloud
We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.