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Expedition Capital Advisors (“ExCap”), a Dallas-based real estate fund manager, has selected DealCloud.

The firm leverages leading data room provider, SmartRoom, and will continue to do so as DealCloud and SmartRoom have an established integration and partnership.


ExCap pursues opportunistic and value-add investments across a diversified set of sectors, risk profiles, and geographies. The firm has an established track record of success, having made over 60 real estate investments across the US.


“We led a competitive selection process with various PE and Real Estate CRM providers,” said Jason Claro, a founding Principal at ExCap. “As we moved through the process, it became increasingly evident that DealCloud would provide the most value-add to our fundraising process from Day 1. Additionally, we believe that the deal management component will provide improved tools for helping us to evaluate new real estate opportunities and to manage our existing portfolio.”


ExCap was founded in 2016 by a team of senior professionals with over 100 years of collective experience in banking, finance, construction, development, operations, and capital markets. ExCap’s approach is rooted in market fundamentals and relies on its analysis of key macro trends and demographic drivers. The firm pursues investments in resilient real estate sectors and limits project-level leverage to preserve investor capital and lower investment risk in the event of market volatility.


“While our product has been heavily adopted by leading private equity and investment banking firms, we are proud to have leading real estate fund managers rapidly adopting our technologies,” said Ben Harrison, Chief Revenue Officer at DealCloud. “ExCap has a proven track record of success in the real estate market, and we are proud to power their deal and relationship management initiatives.”


About DealCloud
DealCloud, an Intapp company, provides a single-source deal, relationship, and firm management platform to enable over 800 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit