Intapp DealCloud for placement agents

Deal and relationship management for placement agents

Accelerate dealmaking with unified pipeline and relationship management

Win more deals faster by nurturing meaningful relationships, staying up to date on market trends, and analyzing active pursuits — all from one centralized platform. Intapp DealCloud for placement agents provides firmwide visibility into the data and insights required to act quickly and decisively. Access a single source of truth to achieve the best outcomes for fund managers, limited partners, and other deal participants.

Improve client coverage with a unified view of related activities, deals, and more

Fast-track pipeline progression with Intapp DealCloud for placement agents

Build deal-winning relationships

Discover and nurture client connections with powerful relationship intelligence.

Source more business

Identify new opportunities using centralized data and insights.

Improve client outcomes

Give your team the tools they need to provide an exceptional client experience.

Choosing Intapp DealCloud to manage capital-raising efforts and investor relationships is a natural fit

We are service managers who offer more niche-type strategies than your typical direct lending institutions … [and] our platforms must be equally robust. Choosing Intapp DealCloud to digitally manage our capital-raising efforts and institutional investor relationships was a natural fit.

Jess Larsen
CEO and Founder
Briarcliffe Credit Partners

Gain a competitive edge with actionable intelligence and marketing tools

Enhance relationship management 

Strengthen relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage. 

Simplify email marketing

Make investor outreach easy by designing, sending, and analyzing branded email campaigns.

Accelerate business development  

Discover new opportunities by monitoring general and limited partner relationships alongside market activity.  

Improve pipeline management 

Achieve better outcomes by centralizing target pipeline, maximizing resource allocation, and forecasting estimated fees.

Fast-track deal execution  

Simplify workflows with on-demand target investor list development and reporting.

Centralize firm knowledge and strategy 

Maintain a single source of truth for pipeline, deals, fees, and client coverage. 

Intapp DealCloud features and benefits

Real-time institutional knowledge sharing  

Improve communication and decision-making with unified workflows and intelligence.

Automated workflows, alerts, and reports  

Stay up to date on deal to-dos with automated task workflows, notifications, and AI-generated signals.

Configurable reporting and analysis  

View firmwide pipeline and inform deal execution with ad hoc and templated reports.

AI-driven insights

Save time with AI-driven deal summaries, and make better decisions using AI recommendations based on firm and market intelligence.

Extensive system integrations  

Share data across your firm with a centralized hub that integrates third-party data, Microsoft 365, and other applications your team uses daily.

Secure mobile access  

Work from anywhere by using iOS and Android apps to view and search for data, take notes offline, and sync when reconnected.

Frequently asked questions about Intapp DealCloud for placement agents

Maintaining visibility across industries and sectors is more important than ever. Your teams need to be able to quickly find potential investors for fund managers — and vice versa. Acting swiftly and decisively requires firmwide access to critical data and insights.

Intapp DealCloud for placement agents centralizes proprietary and third-party data, providing your firm with a single source of truth that simplifies relationship management, reporting, and data management. Regardless of your firm’s size, strategy, clients, or operating model, DealCloud provides the crucial intelligence your placement agents need to achieve the best outcomes for fund managers, limited partners, and other deal participants.

Intapp DealCloud lets you track a wide variety of deal data, including sourcing, progress, and staffing details — helping you manage deals throughout the entire lifecycle. Integrated workflows, pipeline analytics, and configurable reports provide real-time deal insights, so your team can make informed decisions.

Yes — Intapp DealCloud for placement agents can be customized to meet your firm’s specific requirements. Built by industry experts, the solution is designed to accommodate varying pipeline, relationship management, and reporting needs. It can be configured to support the unique needs of individual users, teams, and divisions. Access levels may be provisioned on a user-by-user basis.

Schedule a demo

Speak with an investment banking and advisory industry expert

Fill out the form and someone will be in touch to provide a demo.

Intapp Intelligent Cloud

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

cloud infrastructure icon

Intapp Cloud Infrastructure

Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.

Learn more about our cloud infrastructure
cloud infrastructure icon

Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

Learn more about our data architecture
cloud infrastructure icon

Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

Conversational query
Ask AI for answers — and get near-instant results — using everyday language.
Learn more about our Applied AI strategy