Industry: Private capital

To manage complex venture capital investment strategies, your team needs easily configurable, purpose-built technology designed to suit their unique needs. With increased competition in the market, keeping track of evolving trends, key relationships, and pipeline progress is more challenging than ever. By creating a single source of truth, Intapp DealCloud helps venture capital professionals operate more efficiently and strategically.

Prior to deploying DealCloud, professionals at HCAP Partners managed relationships using a generic CRM and tracked their deals in disparate spreadsheets. As the firm scaled and raised larger funds, HCAP Partners realized that it needed purpose-built technology that would enable greater sophistication in its tracking and outreach processes. This business need led HCAP Partners to implement DealCloud, which is custom-fit for the complex relationships and deals of private equity firms. Below, we offer an in-depth case study that showcases how HCAP Partners leverages DealCloud’s technology.

Founded in 2009, BW Forsyth Partners is a private equity firm based in Saint Louis, Missouri. The firm prefers to invest in merger and acquisition companies through buyouts. The firm seeks to invest in business products, business services, financial services, manufacturing, infrastructure, SaaS, industrials, life sciences, technology-based sectors in Western Europe and North America.

Founded in 2001, Partners Capital is an Outsourced Investment Office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With $50B+ in assets under management, the firm constructs customised investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes. The firm employs more than 350 people across its seven offices located in Boston, New York, London, San Francisco, Paris, Singapore and Hong Kong.

HarbourVest Partners is a global private equity investment firm, specializing in primary fund investments, secondary investments, and direct co-investments. Headquartered in Boston, Massachusetts, HarbourVest manages over $80 billion in assets, serving institutional investors and high-net-worth individuals worldwide. The firm’s comprehensive approach to private markets investing spans multiple sectors and geographies, leveraging deep industry knowledge and a robust network to identify and capitalize on attractive investment opportunities.

Cloverfields Capital Group, LP, founded in January 2020, is a Delaware corporation specializing in investment management services. The firm offers its Core Alpha strategies to clients through separately managed accounts, focusing on delivering customized investment solutions tailored to individual client needs. Cloverfields Capital Group is committed to generating alpha through rigorous research and a disciplined investment approach across various asset classes.

East Rock Capital, LLC is an investment firm based in New York City, managing over $3 billion on behalf of a select group of high-net-worth families. Specializing in private equity and alternative investments, East Rock Capital focuses on generating superior returns through strategic investments in various asset classes. The firm prides itself on a disciplined investment approach, leveraging deep market insights and a strong network to identify and capitalize on promising opportunities.

Founded in 2011, Copley Equity Partners is a private equity firm based in Quincy, Massachusetts. The firm seeks to invest in established small and lower middle-market businesses with significant growth prospects. | Copley makes investments out of a single family office capital base; we do not manage capital from pension funds or university endowments. This allows us to be patient and flexible with our approach. We are agnostic to the standard private equity and venture capital fundraising cycle and are committed to sustained long-term growth initiatives.

Corsair is a private equity firm that seeks to invest in businesses that operate within or service the financial services industry and where Corsair believes that it can make material contributions to their value enhancement. Corsair targets companies with proven business models and strong customer propositions that can create shareholder value by exploiting industry trends and operating more efficiently than their peers.

Acumen Latam Impact Ventures – ALIVE – is a new type of Latin American fund manager. A manager that places impact at centerstage. A manager that incorporates gender lens investing every step of the way. A manager that has built a climate smart investment approach to support communities prepare for, respond to, and recover from the effects of climate change.