Intapp DealCloud for alternative investment managers

Intapp DealCloud for alternative investment managers

Get full visibility of your assets and execute more deals

Manage your firm’s diverse investment strategies and expand your network so your team can close more deals. Discover and nurturemeaningful relationships, fast-track strategy- or fund-specific pipelines, and streamline deal execution with Intapp DealCloud.  

Get powerful visualizations of your pipeline and deal flow.

Fast-track deal and pipeline management with Intapp DealCloud for alternative investment managers

Close more deals

Accelerate deal progress through every stage of the pipeline.

Strengthen relationships

Find and develop valuable relationships with AI-driven relationship intelligence.

Source more business

Identify better opportunities and make smarter decisions with one source of truth.

Imagine not going back to Outlook and Excel

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.

Griffith Norville
Hamilton Lane

Streamline your deal lifecycle – from origination through execution

Relationship management 

Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage. 

Marketing integration 

Create more meaningful firm email outreach with integrated tools to design, send, and analyze campaigns and results.

Business development  

Identify new opportunities by monitoring intermediary and target relationships alongside market activity.

Pipeline management 

Improve decision-making by centralizing target pipeline and maximizing resource allocation. 

Deal execution and collaboration  

Centralize your due diligence checklists and approval workflows in an organized and efficiently managed hub. 

Fundraising and investor relations

Streamline investor outreach, lead progression, and fund management with holistic data analysis. 

Firm knowledge

Improve decision-making with more widelyshared institutional knowledge. 

Accelerate deal closures with centralized deal and relationship management

Real-time knowledge sharing across the firm

Improve communication and inform decisionmaking with shared workflows and intelligence. 

Automated workflows, alerts, and reports

Get live updates on deals with automated task workflows, notifications, and AI-generated signals on all devices.

Reporting and analytics

View your firm’s full pipeline for more informed deal execution with reports, dashboards, tearsheets, and other customizable resources.

AI summaries and recommendations

Save time on decision-making with AI summaries of deal information with recommendations based on firm and market intelligence.

System integrations

Share data throughout your firm with a centralized hub connecting Microsoft 365 and other applications your team uses every day.

Actionable data

Transform your proprietary and third-party data into institutional knowledge to empower your dealmakers. 

Intapp DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

Frequently asked questions about Intapp DealCloud deal and relationship management

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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