Intapp DealCloud for alternative investment managers
Manage your firm’s diverse investment strategies and expand your network so your team can close more deals. Discover and nurture meaningful relationships, fast-track strategy- or fund-specific pipelines, and streamline deal execution with Intapp DealCloud.
Accelerate deal progress through every stage of the pipeline.
Find and develop valuable relationships with AI-driven relationship intelligence.
Identify better opportunities and make smarter decisions with one source of truth.
With Intapp DealCloud, we were able to streamline our various systems into one consolidated platform that everyone could use at the same time. Now that we’re fully functional on the platform, it’s impossible to imagine going back to Outlook and Excel.
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Create more meaningful firm email outreach with integrated tools to design, send, and analyze campaigns and results.
Identify new opportunities by monitoring intermediary and target relationships alongside market activity.
Improve decision-making by centralizing target pipeline and maximizing resource allocation.
Centralize your due diligence checklists and approval workflows in an organized and efficiently managed hub.
Streamline investor outreach, lead progression, and fund management with holistic data analysis.
Improve decision-making with more widely–shared institutional knowledge.
Improve communication and inform decision–making with shared workflows and intelligence.
Get live updates on deals with automated task workflows, notifications, and AI-generated signals on all devices.
View your firm’s full pipeline for more informed deal execution with reports, dashboards, tearsheets, and other customizable resources.
Save time on decision-making with AI summaries of deal information with recommendations based on firm and market intelligence.
Share data throughout your firm with a centralized hub connecting Microsoft 365 and other applications your team uses every day.
Transform your proprietary and third-party data into institutional knowledge to empower your dealmakers.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
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For many asset managers today, assets under management fall across multiple strategies, like private equity, real assets, hedge funds, private credit, and global equities. While each strategy has different approaches and processes, overlapping contacts and relationships persist. Without the right tools and technology, maintaining visibility into each pipeline and portfolio can be difficult if each team uses separate internal systems, spreadsheets, and processes.
Instead of struggling to wrangle information from different firm systems, asset managers need an enterprise-wide system that can serve as a secure and central hub for all their investment strategies. Intapp DealCloud serves as this single source of truth: a place where each strategy’s data is easily accessible — from deal-related pipeline information and transactional data to relationship information.
In a hypercompetitive funding landscape, firms need to maintain visibility on developments in their industries and track emerging trends to develop effective strategies. That’s why they leverage Intapp DealCloud in the following areas: deal and pipeline management, contact and relationship management, industry analysis, portfolio and workflow management, executive network management, business development and activity tracking, round-by-round funding analytics, and deal and legal document management.
Since our platform was built by industry experts, we know that the pipeline, relationship management, and reporting needs of one user, team, division, or company may differ greatly from the next. That’s why our users can tailor Intapp DealCloud on a user-by-user basis. Every individual has the tools and the views in front of them necessary to facilitate the flow of information intuitively, simply, and with the appropriate levels of access. For reporting and analytics, customize every dashboard, chart, graph, tear sheet, data sheet, and profile to meet each dealmaker’s preferences and interests.
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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.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
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