Press Release

Intapp Terms selected for Angelo, Gordon & Co.

Investment advisor to manage side letters using advanced AI-assisted terms management from Intapp

PALO ALTO, Calif.  – Intapp, a leading provider of business applications and services for professional services firms, today announced that Angelo, Gordon & Co., a $28 billion alternative investment firm, has selected Intapp Terms to track and manage side letters, limited partnership agreements (LPAs) and other investor contracts.

Angelo, Gordon’s investor relations and compliance teams will use AI-assisted technology from Intapp to categorize the terms specified in each LPA and side letter as new clients are on-boarded, and then employ Intapp Terms to search and check individual investor requirements, and efficiently ensure compliance with those requirements.

The Intapp Professional Services Platform will also automate alerts to relevant employees or departments when information needs to be disclosed to investors, or when any other obligations are triggered over time.

“We take our obligations to our investors very seriously. Intapp Terms will help us to manage investor agreements more efficiently and provide our front- and back-office teams with ready access to key investor terms across all client accounts,” said Adam Freedman, Chief Compliance Officer, Angelo, Gordon & Co.

“Side letters are an important way for institutional investors to comply with their internal requirements, as well as their commitments to their own clients and stakeholders. Over time, managing a large number of these side letters can present challenges for fund managers, and require many hours of support from legal counsel and staff in reviewing individual documents to ensure that the funds are in compliance with investor requirements,” said Michelle Inferri-Tauss, Managing Director, Intapp. “By using Intapp Terms to centralize and automate key aspects of this process, Angelo, Gordon & Co. will help its teams to work more efficiently and enhance client service.”

Further information about Intapp Terms is available at www.intapp.com/terms

About Angelo, Gordon & Co.

Angelo, Gordon & Co., L.P. is a privately held limited partnership founded in November 1988. The firm currently manages approximately $28 billion with a primary focus on credit and real estate strategies. Angelo, Gordon has over 450 employees, including nearly 170 investment professionals, and is headquartered in New York, with associated offices elsewhere in the U.S., Europe and Asia. For more information, visit www.angelogordon.com.


Related content

A conversation with Orrick

Coming to terms with tougher client requirements

Contact UsContact Us

Request information about Intapp solutions and services

  • By submitting this form, I confirm that I have read and agree to the Privacy Statement.
Request DemoRequest a demo

Request a demo

  • By submitting this form, I confirm that I have read and agree to the Privacy Statement.