Product: Intapp DealCloud

Globally positioned as best-in-class operators, private equity firms leverage technology to transform their portfolio companies into operational powerhouses. Applying the same rigor to their own operations and data infrastructure, firms have moved beyond spreadsheets, email-as-filing cabinet, and back-of-napkin notes to adopt the technologies required to stay ahead of the curve. This decision streamlined operations, contained overhead costs, and delivered better business outcomes. Moving forward, Riverside is committed to automating other key business functions to benefit from operational agility and better decision-making capabilities. Here we offer an in-depth case study that showcases how The Riverside Company streamlined operations, improved business outcomes, and strengthened corporate culture by leveraging Intapp DealCloud.

New York-based consulting firm, AlixPartners selected Intapp to strengthen deal management. Using DealCloud as its centralized deal and relationship management platform, the firms’ corporate development practice group will be able to efficiently its manage sourcing, pipeline, deals, and relationships using a single solution.

Gould & Ratner selects DealCloud as its single-source-of-truth CRM solution to gain critical legal marketing and BD insights, improve reporting capabilities, enhance the client experience, and drive firmwide growth.

Grata is the leading business development solution for M&A. Grata unifies the dealmaking workflow into an integrated solution fueled by proprietary data and AI that helps you find, research, and engage with middle market companies. Powering over $400B of AUM, Grata delivers a competitive edge needed to find and close more middle market deals. The DealCoud-Grata integration brings Grata’s leading deal sourcing platform together with DealCloud’s pipeline and engagement lifecycle solutions, bringing a better way of proprietary sourcing to private capital markets professionals. Gain insights through Grata middle market company intelligence, evaluate targets, and seamlessly move vetted prospects through the DealCloud pipeline.

With the increasingly competitive nature of real estate investing, firms need an integrated solution to quickly analyze data and drive investment outcomes. DealCloud partners with Esri Demographics to combine DealCloud’s robust pipeline and relationship management tools with Esri’s extensive mapping and data analytics software. The DealCloud Esri integration provides an out-of-the-box solution that lets real estate investors view proprietary data alongside rich geographical attributes pulled directly from the Esri database, including total population, per capita income, median age, and other key demographics.

DealCloud integrates Cherre’s Foundation dataset directly into property detail pages to provide seamless access to up-to-date property-level attributes alongside proprietary datasets to deliver rich, quick-to-access intelligence, inform diligence, and drive decision-making. Cherre Foundation data offers extensive property-level intelligence including valuations, ownership, tax and assessment details, and other valuable property characteristics.

Sourcescrub connects over 150,000 Sources and 15M companies using a proprietary Expert-in-the-Loop AI process to create an unmatched web of insights about the global private company universe. With Sourcescrub, global professionals are streamlining how they raise capital, source deals and investments and stay informed. Dealmakers choose Sourcescrub to discover more opportunities and win more often.​ Investors and advisors using the platforms together benefit from the market-leading combination of Sourcescrub data natively integrated to the Intapp DealCloud platform. Through its unique DataCortex data layer, Intapp DealCloud clients can easily interrogate the SourceScrub data set, match companies, contacts and deals to Sourcescrub and then enrich these entities with Sourcescrub’s rich content.

S&P Global covers all corners of the capital markets. Its clients include asset managers, investment banks, commercial banks, insurance companies, exchanges, trading firms and issuers and is the leading resource for these clients’ data and research requirements. S&P Global provides company and contact firmographic data, as well as unique targeting capabilities such as market-leading information on industries & sectors, indices, commodities and exchanges. Investors and advisors using both platforms together benefit from the market-leading combination of S&P Global data natively integrated to the Intapp platform. Through its unique integration data layer, Intapp clients can easily interrogate the wider S&P Global data set, match companies or contacts to S&P Global as well as enrich these entities with S&P Global’s rich content. Through the partnership S&P Global and Intapp serve dozens of clients across professional and financial services.​g S&P corporate family trees, shareholders, and board members – all from within Intapp Conflicts.

PrivCo is a powerful database for researching private companies. With PrivCo, capital markets professionals streamline how they source deals and investments and stay informed. Dealmakers choose PrivCo to discover more companies that look like their best investments.​ PrivCo data natively integrated to the Intapp DealCloud platform, through its DataCortex data layer, Intapp DealCloud clients can easily interrogate the wider PrivCo data set, match companies, contacts and enrich current content.​

Preqin is a leading data provider for more than 200,000 global professionals, streamlining how they raise capital, source deals and investments, and stay informed. Preqin provides data on fundraising, investors, performance, as well as information on fund terms, compensation, and employment. ​ Through its unique DataCortex data layer, Intapp DealCloud clients can easily incorporate the wider Preqin data set to match companies, deals, or funds as well as enhancing entities with Preqin’s rich content.