Product: Intapp DealCloud

Prior to deploying DealCloud, professionals at ShoreView managed their data using Microsoft Outlook and a generic CRM. The team at ShoreView recognized that an industry as complex as private equity demands purpose-built technology that can be easily configured to meet the unique needs of modern-day dealmakers. This led to the implementation of DealCloud. Below, we offer an in-depth case study that showcases how ShoreView Industries manages deal flow, sourcing and origination, road trip planning, and more by leveraging DealCloud’s technology.

Kreston Reeves is a member of a global network of innovative, like-minded accounting firms that puts trusted relationships and exceptional care at the heart of everything it does. Kreston Reeves offer audit and accountancy, tax and business advisory services and build lasting partnerships based on trust, integrity and collaboration.

Intapp DealCloud gives marketing professionals the tools they need to develop effective pitches and campaigns, track the ROI of their efforts, enhance firm reputation, and optimize client retention strategies.

Blue River has decided to deploy Intapp DealCloud to have clear and instant visibility into our data. This allows us to set up processes which track the success of our deals in a coherent way for both buy side and sell side. We have been able to streamline our outreach while setting up appropriate notifications, allowing the team to work in an even more effective manner.

Intapp DealCloud enables real assets firms to manage relationships, transactions, processes, workflows, and data with purpose-built solutions for deal management.

Using DealCloud has helped our cross-functional efficiency and we’re happy to be using their platform as we originate transactions across the United States. DealCloud is the premier deal management and sourcing platform currently on the market.

With a focus on driving zero-data entry, Intapp DealCloud’s [automated contact and company integration] has proven to be a transformative addition to our site. The tool has allowed our teams to redirect our focus from manual data entry to data analysis and strategic decision-making. We are excited to continue to leverage this automation and build a robust pipeline and relationship database for our team.

Intapp Data enables all DealCloud clients to access millions of company and contact records sourced from publicly available locations to enrich existing records and source new opportunities.

Our investigators can easily review and edit draft bills from their mobile phones or tablets, submit multiple draft bills at once, and respond quickly to client queries whether they are in the office or on the road.

Intapp DealCloud for corporate development is a purpose-built solution for developing corporate strategy, building relationships, driving pipeline progression, and managing cross-functional processes throughout the investment lifecycle — enabling corporate development professionals to operate more efficiently and strategically.