Industry: Private capital

Centerbridge Partners, L.P. is a global alternative investment firm founded in 2005 on the complementary relationship between Private equity, Credit and Real Estate with over $38 billion in capital under management. Centerbridge employs a One Team approach that offers them the capability to pivot across strategies, sectors and market cycles and capitalize on investment opportunities.

Established in 2008, MidCap Financial is headquartered in Bethesda, Maryland. They are a finance firm that provides senior debt solutions such as asset based lending, lender finance, and more.

[Intapp’s] understanding of the deal process and CRM needs of investment teams is unique. Our firm has deep relationships across the market, and the ease of day-to-day use and out-of-the-box reporting has significantly improved the way we manage these relationships.

Globally positioned as best-in-class operators, private equity firms leverage technology to transform their portfolio companies into operational powerhouses. Applying the same rigor to their own operations and data infrastructure, firms have moved beyond spreadsheets, email-as-filing cabinet, and back-of-napkin notes to adopt the technologies required to stay ahead of the curve. This decision streamlined operations, contained overhead costs, and delivered better business outcomes. Moving forward, Riverside is committed to automating other key business functions to benefit from operational agility and better decision-making capabilities. Here we offer an in-depth case study that showcases how The Riverside Company streamlined operations, improved business outcomes, and strengthened corporate culture by leveraging Intapp DealCloud.

Protect your firm’s reputation and build trust among your clients with Intapp Conflicts. Intapp Conflicts provides a centralized location where compliance teams can quickly review, resolve, and manage conflicts of interest.

The Riverside Company is a global investment firm focused on being one of the leading private capital and credit options for investors, business owners and employees at the smaller end of the middle market by seeking to fuel transformative growth and create lasting value. Since its founding in 1988, Riverside has made 1,000 investments. The firm’s international private equity and flexible capital portfolios include more than 140 companies.

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private equity, Global Credit, and Global Investment Solutions. With $426 billion of assets under management, Carlyle’s purpose is to invest wisely and create value on behalf of our investors, portfolio companies and the communities in which they live and invest. Carlyle employs more than 2,200 people in 28 offices across four continents.

Hamilton Lane is one of the largest private markets investment management firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs over 680 employees operating in 23 offices throughout North America and Europe, as well as the Asia-Pacific and Middle East regions. With $120.2+ billion in assets under management and $782.9B+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that provides clients access to the full spectrum of private markets strategies, sectors and geographies. The firm builds proprietary tools (Cobalt LP™) and partners with disruptive technology providers to help investors make informed, data-driven decisions at each step of the investment process and to drive digital transformation within the industry.

If you’re at a small capital markets firm with fewer than 50 employees, you probably don’t have a big in-house technology team. You probably do have a small, scrappy, busy team that lacks the luxury of time to research and implement the best software to support dealmaking. At the same time, your team — and your firm — can’t accommodate a drawn-out implementation that requires hundreds of customizations needed to tailor a generic system to meet your firm’s needs. So what’s a small firm to do when it’s time to upgrade to an industry-leading, industry-specific customer relationship management (CRM) system? DealCloud, by Intapp – the CRM built with capital markets firms in mind – offers an accelerated onboarding process for small capital markets firms. In less than three weeks, your small firm can get DealCloud up and running — and you can access DealCloud’s ready-made industry blueprint that includes reporting, notification workflows, relationship management tools, and more. Download the guide below to learn more about expedited, ready-to-use, CRM onboarding for your firm.