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.
Intapp DealCloud for alternative investment managers
Get full visibility of your assets and execute more deals
Imagine not going back to Outlook and Excel
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 widely–shared institutional knowledge.
Leading firms choose Intapp DealCloud for deal and relationship management
Accelerate deal closures with centralized deal and relationship management
Real-time knowledge sharing across the firm
Improve communication and inform decision–making 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.
Frequently asked questions about Intapp DealCloud deal and relationship management
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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.
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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.
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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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