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.
Deal and relationship management for placement agents
Accelerate dealmaking with unified pipeline and relationship management
Fast-track pipeline progression with Intapp DealCloud for placement agents
Enable a centralized and collaborative deal process from prospecting through execution.
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
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.
Leading placement agents use Intapp DealCloud for deal and relationship management
Intapp DealCloud features and benefits
Drive deal progression with unified workflows and insights.
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.
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.
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- Conversational query
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- Automate the creation of documents, emails, and other content.
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- Quickly understand the most important information in a deal or email.
- Zero entry
- Automatically capture data from emails, documents, and other sources.