Industry: Private capital

Don’t settle for “good enough” technology. As a private capital firm scaling in a competitive market, every decision shapes your growth trajectory — and your tech stack is one of the most foundational. Many firms start with generic CRMs or point-solutions and patch together other tools over time. But what feels easy at first often leads to inefficiency, lost insights, and replatforming later. This e-book makes the case for a better approach: an AI-powered investing and fundraising platform purpose-built for private capital. Thinking beyond CRMs: The hidden liabilities and opportunity costs of generic CRMs What an investing and fundraising platform should actually do How AI can supercharge your team’s relationship intelligence How to evaluate total cost of ownership of your firm tech stack How to select proven, scalable industry solutions for private capital firms Whether you’re preparing for your next fundraise, launching a new strategy, or just moving off spreadsheets — this guide is designed to help you evaluate the right foundation.

Intapp DealCloud was named Deal Origination solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards. The awards recognize excellence among service providers and fund performance across private equity.

At the LP Tech Summit, industry leaders explored how AI adoption, data structure, and DealCloud innovation are redefining LP efficiency.

Intapp is proud to sponsor the 12th annual ACG Charlotte Deal Crawl, taking place 19–20 November 2025 in the Queen City. This flagship event brings together leading middle-market professionals — including private equity investors, investment bankers, and advisors — for two days of high-impact networking, dealmaking, and insights. From the opening reception at Bank of America Stadium to a full day of sessions and 1-on-1 meetings, Deal Crawl remains one of the premier forums for fostering connections and driving growth across the M&A community.

Intapp is proud to be the Platinum partner of Briefing Marketing and BD Leaders 2025, taking place on 6 November at Wallacespace Spitalfields, London. This premier event brings together senior marketing and business development leaders from across the legal sector to explore how firms can navigate uncertainty, enhance client relationships, and harness the power of generative AI.

Discover key takeaways from our “Beyond CRM: AI-powered solutions for private markets” webinar, exploring how AI and CRM are reshaping relationship management, deal origination, and investor relations across private capital.

Discover how Intapp DealCloud and Intapp Assist help private capital firms accelerate dealmaking with AI. From smarter deal sourcing to relationship intelligence, see how AI transforms growth strategies.

Discover how AI-powered sourcing with Intapp DealCloud helps private capital market firms originate smarter, surface high-value opportunities faster, and close with confidence in today’s competitive deal environment.

Is your tech stack built for fast-moving private markets? Generic CRMs weren’t designed to handle private market complexities. Industry experts from Intapp and Alpha Alternatives came together for an educational webinar to discuss how firms could maximize returns, minimize risk, and strategically reposition themselves in the AI era. Attendees discovered how leading firms had future-proofed their growth strategies and accelerated deal execution by identifying and implementing optimal AI-powered solutions to scale their businesses. They also gained practical tips for building a business case.

With Intapp Collaboration for DealCloud, your firm can automatically create and manage SharePoint workspaces tailored to your requirements and DealCloud permissions.