Industry: Private capital

Our industry research generated strong recommendations for DealCloud in the private equity and direct lending marketplace prior to starting the evaluation process. During the selection process and through implementation, we’ve seen how DealCloud will revolutionize the way we track our relationships and processes to give more time back to the team.

DealCloud’s flexible and easy interface provides transparency on our origination activities and deal pipeline, helping streamline and further enhance our internal reporting as well as our commitment to client service from the very start of the process.

By giving us a centralized view of our relationships and highlighting opportunities, DealCloud allows us to continue our history of successfully partnering with portfolio companies & investors through all market cycles.

DealCloud … gives us a birds-eye view of ongoing developments in the market so that we can streamline and focus our deal sourcing and business development efforts.

DealCloud’s understanding of the deal process and CRM needs of investment teams is unique. Park Square 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.

DealCloud has an intuitive and insightful platform for relationship management built specifically for our industry. … DealCloud will … serve as our central data hub and allow us to seamlessly integrate with third-party systems.

We leverage DealCloud’s data solutions to see who is attending various … conferences, and to set up meetings while we’re there. It’s helped us increase our efficiency, meet more people, and deepen our relationships.

Enterprise software is evolving at a rapid pace, especially in the private markets. During an episode of the Alt Goes Mainstream podcast, Intapp’s Ben Harrison and host Michael Sidgmore discussed what makes a solution successful, exploring topics such as: Is it better to build a comprehensive solution or a point solution? Why do alternative asset managers need scalable solutions? What features and capabilities do alternative asset managers want their solutions to include? How can AI-based software improve processes and support alternative asset managers? How does storing data in a centralized system help investors make better decisions? Listen to the podcast to learn how enterprise software like Intapp DealCloud can help your firm grow within the private markets industry.

Now that we’re fully functional on the platform, it’s impossible to imagine going back to Outlook and Excel.