Location: APAC

Radley & Associates has specialized in CRE risk quantification and data management since 2003, and their flagship platform PROMS (Property Risk and Operational Management Solutions) is the system used by investors and lenders for data management, reporting, and analysis — covering all commercial real estate exposures Radleyassociates across a highly configurable, modular architecture. PROMS clients include international insurers, banks, debt funds, sovereign wealth funds, REITs, and pension funds, and the platform has supported data and risk-informed decisions for over $60 billion of assets worldwide. The partnership with Intapp centers on PROMS Enquiry — a deal screening module developed in association with DealCloud and fully integrated into the platform. For real assets firms using Intapp DealCloud, the integration brings structured CRE risk analytics directly into the deal origination workflow, enabling lending and investment teams to screen opportunities against rigorous property risk models without leaving their primary deal management environment. For lenders, PROMS covers underwriting, data management, loan monitoring, and analysis through to portfolio optimization, risk rating, and regulatory reporting. For investors, it delivers cash-flow forecasting, automated valuations, risk-adjusted returns, and portfolio optimization Radleyassociates — all accessible alongside DealCloud’s deal and relationship intelligence. What the integration delivers CRE risk screening and analysis embedded within Intapp DealCloud’s deal origination workflow Structured property risk data — including cash-flow modeling, covenant tracking, and risk ratings — connected to deal records in DealCloud Faster loan underwriting and deal screening without switching between systems Regulatory reporting and portfolio optimization capabilities informed by live deal and asset data

Atominvest is the modern asset management platform that covers investor management, portfolio management, fund accounting, and ESG reporting in a single, unified environment built specifically for alternative investment managers. By integrating Atominvest with Intapp DealCloud, asset managers can unify deal flow, fundraising, investor relations, and portfolio management — powering their front-to-back office processes through a single, purpose-built platform. Atominvest The partnership, announced in 2025, connects DealCloud’s deal and relationship intelligence to Atominvest’s investor and portfolio management capabilities, giving firms a coherent system from first LP contact through fund close and ongoing portfolio monitoring. Where DealCloud manages origination, pipeline, and relationship data, Atominvest extends that into fundraising data rooms, electronic subscriptions, investor portals, capital account tracking, and performance reporting — eliminating the data gaps and manual handoffs that slow down fund operations teams. What the integration delivers A connected workflow across deal origination, fundraising, investor onboarding, and portfolio reporting — without toggling between systems LP data that flows from DealCloud’s CRM into Atominvest’s investor lifecycle tools, reducing duplicate entry and improving data integrity Real-time fund performance calculations, capital account management, and investor notice generation from a single book of records ESG and impact data collection and reporting integrated into the same platform where portfolio data lives

Private credit deals move on information buried in dense documents — credit agreements, loan files, financial reports, covenant packages. Alphastream is a purpose-built platform that extracts structured intelligence from that unstructured data, giving private credit professionals the speed and precision to make better decisions across the full credit lifecycle. Intapp made a strategic investment in Alphastream in 2025, and the two platforms are now integrated. Alphastream’s document intelligence capabilities are available to mutual clients directly within Intapp DealCloud , connecting financial document analysis to the deal and relationship workflows where private credit teams already operate. Access to financial document intelligence within DealCloud helps private credit investors make faster, data-driven decisions across the entire credit lifecycle — without toggling between systems or manually rekeying data from source documents into deal records. What the integration delivers; • Extract critical terms, covenants, and data points from credit agreements and financial documents — directly within DealCloud • Accelerate due diligence by surfacing structured insights from unstructured deal documents • Monitor portfolio positions with document-driven data that stays current as new filings and reports are published • Reduce analyst time spent on manual document review, freeing capacity for higher-value credit work  

Private capital firms run on relationships — but closing those relationships requires a frictionless path from investor interest to signed commitment. Anduin Transactions provides the fund subscription and investor onboarding platform that removes the operational drag between a firm’s fundraise and its capital close. Together, Intapp and Anduin give private capital firms a connected workflow from deal origination to investor onboarding. Intapp DealCloud manages the relationship, pipeline, and fundraising process; Anduin digitizes the subscription experience — enabling GPs to track investor engagement, streamline document execution, and reduce the manual effort that slows down closings. Firms using both platforms eliminate the friction between relationship management and capital formation, giving investor relations teams a single, coherent view of the fundraise from first contact through funded commitment. Key integration benefits: Reduce time from LP engagement to subscription completion Replace paper-based subscription processes with a fully digital, audit-ready workflow Connect DealCloud pipeline data with Anduin’s investor onboarding status for real-time fundraise visibility Support LP experience expectations without adding operational headcount

Real estate investment decisions depend on a continuous flow of market intelligence — sector trends, transaction activity, research from brokers and analysts, and macroeconomic signals — that is scattered across hundreds of sources. Infabode solves that fragmentation problem. The platform provides a one-stop shop for industry research, insights, and market activity, connecting real estate professionals with information from content partners around the globe — all in one customizable environment. Infabode is used by over 40,000 real estate professionals, Infabode aggregates content from over 1,000 partners across the globe LinkedIn, spanning sectors from office and logistics to debt, infrastructure, and sustainability — and covering markets across the UK, continental Europe, Asia Pacific, and the Americas. The platform’s newest capability, Infabode Anywhere, uses agentic AI to monitor global real estate markets, track companies, funds, assets, and transactions, and generate research and insights Infabode — keeping teams informed without the manual effort of monitoring disparate sources. For real assets firms using Intapp DealCloud, the Infabode partnership brings structured market intelligence into the deal workflow. Rather than toggling between research tools and a CRM, professionals can access the sector and market context they need alongside the deal, relationship, and pipeline data where they already work — reducing research time and improving the quality of information behind origination and underwriting decisions.

FINARCH is a global implementation partner specializing in the delivery of DealCloud solutions for financial services organizations. FINARCH works with investment and advisory firms to implement, configure, and optimize DealCloud platforms that support deal, relationship, and data management, combining industry expertise with structured implementation and delivery best practices.

UpSlide is an AI-powered Microsoft 365 add-in for the entire M&A ecosystem. Its software helps financial services firms improve efficiency and ensure brand compliance when creating deliverables. With easy-to-use features in PowerPoint, Excel, Word, Power BI, and Outlook, its solution automates manual, repetitive tasks, helping teams create perfectly formatted, high-quality deliverables faster. From structuring reports and finding approved content to auditing complex Excel models and linking this data to PowerPoint, UpSlide’s features save time and automatically fix errors within deliverable creation. Through UpSlide’s partnership with Intapp, users can seamlessly turn DealCloud’s data and insights into brand-compliant deliverables within Microsoft 365

Passthrough’s integration with Intapp DealCloud connects capital raising with investor onboarding and compliance to create a seamless fundraising workflow. GP investor relations, finance, and legal teams can launch and track the entire LP onboarding process directly from their DealCloud CRM. With a few clicks, users can map and import investor data from DealCloud into Passthrough, instantly initiating subscription documents, KYC/AML screening workflows, and tax form collection. The integration eliminates manual data entry, reduces errors, and provides real-time visibility by automatically syncing investor onboarding statuses back into DealCloud. Capital raising teams stay within DealCloud to monitor progress while legal and operations teams work in Passthrough, creating a single source of truth and helping close funds faster.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn more, please visit www.msci.com   The partnership makes MSCI’s wide-ranging suite of private assets information – including private equity, private credit, real estate, and infrastructure benchmarks, fund, asset and deal performance metrics, and market research – available directly within the Intapp DealCloud deal and relationship management platform.   This integration within DealCloud enables greater transparency, availability of sourcing and origination-related data, and analytical rigor of investment decisions for alternative asset firms.