Industry: Private capital

Intapp DealCloud enables private capital markets firms to manage relationships, transactions, processes, workflows, and data with purpose-built solutions for deal and conflicts management.

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.

Streamline the completion and collection of attestations for compliance teams with Intapp Employee Compliance. Learn how it helps employees quickly and easily disclose and pre-clear outside business interests like personal investments and political donations.

Intapp DealCloud is a data-powered private capital software tailored for firms, offering flexibility to manage relationships, transactions, workflows, and compliance. The platform adapts to unique private capital processes, enabling effective goal tracking for fundraising, capital deployment, and dealmaker productivity.

With Intapp DealCloud’s deep experience in private equity, we knew the team would deliver a relationship management platform that fit our operating-focused sourcing and execution strategy. By tracking all our interactions and pushing out daily reports and summaries, DealCloud puts real-time, actionable business intelligence in the hands of our team.

Because we have [Intapp DealCloud’s] innovative, integrated, and scalable software at our core, we have the unique ability to approach every relationship and mandate with a much more thoughtful and efficient fundraising process. This not only benefits our business, but it creates additional value for the GPs and LPs we deeply care about and represent.

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.

The DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. With DealCloud, we better monitor interactions with our contacts and improve our deal flow management efficiency.

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.