Product: Intapp DealCloud

Conference

Briefing Marketing and BD Leaders 2025, London

  • Private capital
  • Intapp DealCloud
Intapp is proud to be the Platinum partner of Briefing Marketing and BD Leaders 2025, taking place on 6 November at Wallacespace Spitalfields, London. This premier event brings together senior marketing and business development leaders from across the legal sector to explore how firms can navigate uncertainty, enhance client relationships, and harness the power of generative AI.

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Blog Posts

Key takeaways – Beyond CRM: AI-powered solutions for private markets

  • Private capital
  • Intapp DealCloud
Discover key takeaways from our “Beyond CRM: AI-powered solutions for private markets” webinar, exploring how AI and CRM are reshaping relationship management, deal origination, and investor relations across private capital.

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Client Story

How Alpaca Real Estate turns data into actionable insights

  • Real assets
  • Intapp DealCloud
Alpaca Real Estate selected Intapp DealCloud to unify its deal and property data, automate data capture, and provide real-time, AI-powered insights.

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Alpaca Real Estate

  • Real assets
  • Intapp DealCloud
Alpaca Real Estate is a U.S.-based private equity real estate firm focused on investing at the intersection of the physical and digital worlds.

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Lexsoft

Lexsoft

  • Implementation
Lexsoft is a specialist software vendor, established over 20 years ago, and focuses on the Spanish speaking global legal market across Europe, the United States, and Latin America. With a team of experienced professionals and a track record of successful industry implementations, Lexsoft is uniquely positioned to bridge the gap between Intapp’s innovative technology and the specific needs of Spanish speaking legal professionals, driving digital transformation across the globe.

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Passthrough

Passthrough

  • Data Integration
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.

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Press release

Intapp + Lexsoft: bringing innovative technology to Europe and Latin America

  • Legal
  • Intapp Conflicts
  • + 5 more
Intapp has partnered with Lexsoft to expand its sales and implementation presence across Europe and Latin America.

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Blog Posts

AI in private capital markets: how firms accelerate dealmaking with Intapp DealCloud

  • Private capital
  • Intapp Assist
  • + 1 more
Discover how Intapp DealCloud and Intapp Assist help private capital firms accelerate dealmaking with AI. From smarter deal sourcing to relationship intelligence, see how AI transforms growth strategies.

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Blog Posts

AI-powered sourcing: giving PCM firms the edge in deal origination

  • Financial services
  • Private capital
  • + 2 more
Discover how AI-powered sourcing with Intapp DealCloud helps private capital market firms originate smarter, surface high-value opportunities faster, and close with confidence in today’s competitive deal environment.

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Blog Posts

The essential CRM features driving success in investment banking

  • Investment banking
  • Intapp DealCloud
Discover the essential CRM features for investment banking—from compliance and deal pipeline management to relationship intelligence. Learn how Intapp DealCloud helps firms close deals faster and strengthen client trust.

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