Learn about pros and cons of the RFP process, and best practices for running an RFP for a financial services CRM.

Make your CRM or relationship intelligence platform purchase the right one. This customizable RFP (request for proposal) template is purpose-built for deal-centric financial services firms — private equity, venture capital, and private credit — who want to ensure their vendor selection process is rigorous, efficient, and aligned to their business workflows. Why use this template? Too many firms waste time evaluating generic CRMs — only to end up with clunky implementations or systems that don’t map to the way their teams actually work. This RFP toolkit helps you: Align stakeholders across deal, BD, IR, and tech teams Evaluate vendors on what matters — pipeline tracking, sourcing, reporting, AI capabilities, integrations, and more Avoid implementation regret by asking the right questions up front Accelerate your timeline with ready-to-send structure and language Benchmark responses for true comparisons Whether you’re replacing spreadsheets or evaluating CRM platforms, this RFP template equips you with the questions that experienced buyers wish they had asked earlier. What’s inside? Vendor evaluation matrix covering 10+ key categories Built-in scoring framework Editable Microsoft Excel format for quick customization Developed based on hundreds of real-world RFPs

Discover how the Intapp DealCloud private equity blueprint helps your firm drive investing and fundraising success by providing your professionals with powerful tools and workflows based on industry best practices. Download this overview now to learn about advanced features like automated data capture and relationship intelligence that let your team focus on what matters most: sourcing, assessing, and closing deals.

DealCloud has been instrumental in helping us organize and synthesize information across a wide range of sources.

We selected DealCloud for its simplicity of use and versatile functionality. The platform is intuitive and will complement our origination and investor relations processes.

We were diligent when selecting an information solution to power the future of deal origination and execution for Brentwood. In the end, only DealCloud provided the data flexibility and interactive capabilities we felt would drive clarity and productivity throughout our business.

As we start to deploy our third fund, we’ve expanded our team and continued to build our coverage of key deal sources as well as our sector reach. Across the industry, DealCloud helps our team drive consistent touches with our most prolific relationships.

Discover how the Intapp DealCloud private equity blueprint helps your firm drive investing and fundraising success by providing your professionals with powerful tools and workflows based on industry best practices. Download this overview now to learn about advanced features like automated data capture and relationship intelligence that let your team focus on what matters most: sourcing, assessing, and closing deals.

Justin Mitchell, a senior correspondent from FundFire, recently attended Intapp’s webinar, Beyond traditional sourcing: Discovering opportunities with AI-driven origination in private capital, and included Rudy Saad’s comments in a subsequent article. In the article Rudy asserts that true market players will need to adopt AI in order to operate well in a changing market.  

PE Hub reporter Irien Joseph recently spoke with Intapp’s Global Head of Private Equity and Private Capital Markets Rudy Saad about the growth in usage of AI in private equity. In the article he asserts that as AI becomes more deeply embedded in firm operations it’s helping to generate return on invested capital by translating operation alpha to market alpha.