Product: Intapp DealCloud

We led a competitive selection process with various PE and Real Estate CRM providers. As we moved through the process, it became increasingly evident that DealCloud would provide the most value-add to our fundraising process from Day 1. Additionally, we believe that the deal management component will provide improved tools for helping us to evaluate new real estate opportunities and to manage our existing portfolio.

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.

The Drawdown reporter Silvia Saccardi published an article on the launch of Intapp Assist for DealCloud, Intapp Data, and our plans to acquire AI software company delphai.

Founded in 2006, Atlantic Street Capital is an operationally focused private equity firm managing private investment Funds that invest in lower middle market and middle market companies that can benefit from capital investments, operational resources, and support. For Atlantic Street Capital, a purpose-built deal and relationship management platform was critical to propel their business forward. Prior to deploying DealCloud, their team of  professionals largely tracked everything from deal sourcing to fundraising to business development using Excel. The team kept records in one Excel document and needed a better solution for managing their data. Atlantic Street Capital also used a generic CRM for relationship management but after years on the platform, found the technology did not satisfy the firm’s day-to-day business development needs. The Atlantic Street Capital team was not reaching its full potential at the time, which led them on the search for a purpose-built, vertically-specific technology solution like DealCloud. Below, we offer a case study that showcases how Atlantic Street Capital overcame these challenges by leveraging DealCloud’s technology.

To manage complex venture capital investment strategies, your team needs easily configurable, purpose-built technology designed to suit their unique needs. With increased competition in the market, keeping track of evolving trends, key relationships, and pipeline progress is more challenging than ever. By creating a single source of truth, Intapp DealCloud helps venture capital professionals operate more efficiently and strategically.

Reporter Rhys Dipshan from Legaltech News, published an article today on our new brand vision, and how Intapp will apply AI in new ways across our offerings.

Caroline Hill, Legal IT Insider Editor-in-Chief, spoke with Intapp’s Lavinia Calvert for an article on our “Intelligence Applied” strategy. The article also covers the Intapp Assist for DealCloud, Intapp Walls for Copilot, Intapp Data, and Activator experience announcements, as well as the delphai acquisition news.

Intapp launched new AI capabilities including Intapp Assist for DealCloud, Intapp Data, Intapp Walls for Copilot, and the Activator experience. The company also announced its new ‘Intelligence Applied’ strategy, which marks a new era of AI, focusing on using actionable intelligence to transform how value is created within the specialized industries it serves.

Prior to deploying DealCloud, professionals at HCAP Partners managed relationships using a generic CRM and tracked their deals in disparate spreadsheets. As the firm scaled and raised larger funds, HCAP Partners realized that it needed purpose-built technology that would enable greater sophistication in its tracking and outreach processes. This business need led HCAP Partners to implement DealCloud, which is custom-fit for the complex relationships and deals of private equity firms. Below, we offer an in-depth case study that showcases how HCAP Partners leverages DealCloud’s technology.

Founded in 2009, BW Forsyth Partners is a private equity firm based in Saint Louis, Missouri. The firm prefers to invest in merger and acquisition companies through buyouts. The firm seeks to invest in business products, business services, financial services, manufacturing, infrastructure, SaaS, industrials, life sciences, technology-based sectors in Western Europe and North America.