Product: Intapp DealCloud

DealCloud offers a state-of-the-art integration with Office 365, which helps us to keep better track of our projects and increase efficiency and transparency for ourselves and our clients.

Simplify data management, access relationship insights, and maintain an organized database of exposure and performance information with Intapp DealCloud hedge funds management software. With one central platform, hedge fund managers can spend more time in data analysis and decision-making.

We are service managers who offer more niche-type strategies than your typical direct lending institutions … our platforms must be equally robust. Choosing [Intapp] DealCloud to digitally manage our capital-raising efforts and institutional investor relationships was a natural fit.

With DealCloud’s cloud-based solution and mobile application, team members can conveniently access information at any time and in any place, which has meaningfully enhanced our communication and efficiency, particularly when out of the office.

DealCloud has a fully configurable platform that is able to assist us with our strong growth in a fast-moving environment where structured process and data management is paramount. 

Intapp DealCloud's data-powered software offers deal and relationship management system for growth equity investors. No matter the size of your firm or investment mandate, our platform aligns with your business development and deal-tracking processes.

Coming from a traditional CRM, it is refreshing to use technology designed specifically for private equity professionals … tailored by a knowledgeable team that understands our sector and investment processes. DealCloud enables us to further leverage our deep network and enhances our ability to source and execute proprietary transactions.

Intapp DealCloud’s private credit software offers AI-powered deal and relationship management system for lenders and credit advisors to execute at the highest level. From small business lending firms to global asset managers, we deliver solutions to private debt firms of all shapes and sizes.

DealCloud’s understanding of the deal process and CRM needs of investment teams is unique. Our firm 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.

Traditional CRM platforms are based on the sales department pipeline model, which doesn’t align with the way leading law firms operate to develop client relationships. With DealCloud, we will have a solution built specifically for our needs that provides a single, all-encompassing view of clients, people networks, and prospects.