Industry: Financial services

Intapp DealCloud’s experience solutions enable law firms to passively capture and use your firm’s collective experience to expand cross-practice knowledge, enhance firm reputation, and win new business.

Prior to deploying DealCloud, professionals at ShoreView managed their data using Microsoft Outlook and a generic CRM. The team at ShoreView recognized that an industry as complex as private equity demands purpose-built technology that can be easily configured to meet the unique needs of modern-day dealmakers. This led to the implementation of DealCloud. Below, we offer an in-depth case study that showcases how ShoreView Industries manages deal flow, sourcing and origination, road trip planning, and more by leveraging DealCloud’s technology.

Kreston Reeves is a member of a global network of innovative, like-minded accounting firms that puts trusted relationships and exceptional care at the heart of everything it does. Kreston Reeves offer audit and accountancy, tax and business advisory services and build lasting partnerships based on trust, integrity and collaboration.

Intapp DealCloud gives marketing professionals the tools they need to develop effective pitches and campaigns, track the ROI of their efforts, enhance firm reputation, and optimize client retention strategies.

Intapp DealCloud enables real assets firms to manage relationships, transactions, processes, workflows, and data with purpose-built solutions for deal management.

Intapp DealCloud offers vertical-specific solutions designed for the complex needs of partner-driven capital markets firms. Drive growth, increase efficiency and profitability, operate with transparency, manage risk and compliance, and deliver client success — all with DealCloud

Intapp DealCloud helps family offices centralize their institutional knowledge and relationship capital in one place. Provide your firm with the intelligence and data it needs to discover and nurture key relationships and win more deals.

Intapp DealCloud's data-powered software empowers venture capital professionals to execute deals at the highest levels. Regardless of firm size or investment mandate, Intapp DealCloud can be configured from our industry-standard blueprints to align with your business development and portfolio management processes.

Intapp DealCloud's enterprise software empowers asset managers to operate at the highest levels. As a central hub for all investment strategies, use the platform to access pipeline and portfolio information, relationship details, and transactional data with security and efficiency.

Intapp DealCloud’s helps limited partners manage their investment processes and relationships. Our tools enable investment professionals to understand and manage the complex ecosystem surrounding a deal.