Product: Intapp DealCloud

Our industry research generated strong recommendations for DealCloud in the private equity and direct lending marketplace prior to starting the evaluation process. During the selection process and through implementation, we’ve seen how DealCloud will revolutionize the way we track our relationships and processes to give more time back to the team.

DealCloud’s flexible and easy interface provides transparency on our origination activities and deal pipeline, helping streamline and further enhance our internal reporting as well as our commitment to client service from the very start of the process.

By giving us a centralized view of our relationships and highlighting opportunities, DealCloud allows us to continue our history of successfully partnering with portfolio companies & investors through all market cycles.

We process an extraordinary amount of documents, and have countless meetings, emails, and phone calls. We leverage DealCloud to help us turn our day-to-day activities into business development opportunities, and the solution helps us execute and report on deals more efficiently.

DealCloud … gives us a birds-eye view of ongoing developments in the market so that we can streamline and focus our deal sourcing and business development efforts.

DealCloud’s understanding of the deal process and CRM needs of investment teams is unique. Park Square has deep relationships across the market and the ease of day-to-day use and out-of-the-box reporting has significantly improved the way we manage these relationships.

DealCloud has an intuitive and insightful platform for relationship management built specifically for our industry. … DealCloud will … serve as our central data hub and allow us to seamlessly integrate with third-party systems.