Product: Intapp DealCloud

When it comes time for capital calls and deal roadshows, your professionals need access to real-time analytics. By creating a single source of truth for institutional data, Intapp DealCloud helps investor relations and fundraising professionals to operate more efficiently and strategically.

In 2020, Haven Capital was on the verge of launching a new ground lease platform that would provide funding for all major real estate asset classes. The platform would serve as an efficient, tailored form of financing and help clients unlock and enhance asset value. But as Haven Capital got closer to launch, the firm realized that its use of spreadsheets would no longer be an effective method of storing client information – especially as the volume of client interactions and deal flow increased. Haven Capital needed a better way to organize its outreach efforts and build its reputation in the market. It was clear that the firm required a customized deal and relationship management solution that could support operational efficiency, targeted outreach, and a higher volume of outreach and customer interactions. To improve its outreach and relationship management, Haven Capital turned to Intapp DealCloud, a platform built to meet the specific needs of real estate investors.

Guy Adams, Vice President, Legal Industry Group at Intapp, shared his thoughts on the intersection of AI and data capture with Legaltech News for an article on the what the impact of data usage will look like over the next year.

Centerbridge Partners, L.P. is a global alternative investment firm founded in 2005 on the complementary relationship between Private equity, Credit and Real Estate with over $38 billion in capital under management. Centerbridge employs a One Team approach that offers them the capability to pivot across strategies, sectors and market cycles and capitalize on investment opportunities.

Established in 2008, MidCap Financial is headquartered in Bethesda, Maryland. They are a finance firm that provides senior debt solutions such as asset based lending, lender finance, and more.

MGG Investment Group, based in New York, NY, is a private direct lender focused on the deeply underserved lower-middle market, and specializes in situations requiring distinct underwriting expertise.

[Intapp’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.

Without an efficient new-business intake process, intake teams risk wasting time and client goodwill by requiring unnecessary or redundant steps. To rectify this issue, many firms are turning to a key project management method: the Agile model.

BoardEx’s brings market-leading people intelligence together with DealCloud’s relationship and pipeline management solutions, for a better way to expand your network and sourcing new business. By enriching proprietary datasets with integrated BoardEx data, professionals can save time researching and collecting data, identify actionable connections through contact affiliations, and extend their executive network to source new business.

Evalueserve is a global research, analytics, and AI firm at the forefront of using product-led solutions to enhance and accelerate decision-making throughout enterprises. Evalueserve’s solutions are utilized by marquee global clients including Fortune 1000 firms, Tier 1 Management Consulting firms, Big 4 Accounting and Advisory firms, Top 3 Asset and Wealth Management firms. Evalueserve’s AI-powered InsightsFirst module “Opportunity Radar” (ORAD) integrated with Intapp DealCloud, aims to revolutionize deal origination and the business development process for professional and financial services firms. InsightsFirst with DealCloud employs AI engines to spot trigger-based events and identify new deal opportunities. An integrated offering can provide a one-stop centralized solution that not only offers deal execution and relationship management, but also helps individuals on deals teams in identifying new opportunities as well as tracking inactive deals. The end-result is a unique value proposition that seamlessly supports different parts of the deal value chain. ​