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AI-powered sourcing: giving PCM firms the edge in deal origination

  • Financial services
  • Private capital
  • + 2 more
Discover how AI-powered sourcing with Intapp DealCloud helps private capital market firms originate smarter, surface high-value opportunities faster, and close with confidence in today’s competitive deal environment.

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Blog Posts

The essential CRM features driving success in investment banking

  • Investment banking
  • Intapp DealCloud
Discover the essential CRM features for investment banking—from compliance and deal pipeline management to relationship intelligence. Learn how Intapp DealCloud helps firms close deals faster and strengthen client trust.

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Blog Posts

Rescue your data from silos and unlock the value of your client relationships

  • Accounting
  • Consulting
  • + 1 more
A unified, AI-driven relationship management solution gives your partners and marketers the visibility they need to drive strategic growth.

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Press release

Infinedi Partners chooses Intapp DealCloud to accelerate firm growth through AI innovation

  • Capital markets
  • Intapp Assist
  • + 1 more
Private equity firm, Infinedi Partners, chooses Intapp DealCloud for AI-powered pipeline and relationship management.

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Webinar

Beyond CRM: AI-powered solutions for private markets

  • Private capital
  • Intapp DealCloud
Is your tech stack built for fast-moving private markets? Generic CRMs weren’t designed to handle private market complexities. Industry experts from Intapp and Alpha Alternatives came together for an educational webinar to discuss how firms could maximize returns, minimize risk, and strategically reposition themselves in the AI era. Attendees discovered how leading firms had future-proofed their growth strategies and accelerated deal execution by identifying and implementing optimal AI-powered solutions to scale their businesses. They also gained practical tips for building a business case.

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Blog Posts

RPA + AI: How your accounting firm can drive growth through automation

  • Accounting
  • Intapp Collaboration
  • + 2 more
Learn the key differences between RPA and AI technologies, and explore how these automation tools can drive growth and efficiency at your accounting firm.

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Media coverage

Institutional Real Estate, Inc. – Overcoming barriers: AI’s transformative role in real estate

  • Real assets
  • Intapp DealCloud
Frank Spadafora, Intapp’s Industry Principal for Real Estate, contributed an article to Institutional Real Estate, Inc. on the potential impact of AI across the real estate investment industry. In the article, Frank outlines the immediate opportunities to deliver efficiencies across investment processes, including research, data collection and standardization, compliance and risk management, and workflow automation across teams and functions.

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Media coverage

Institutional Real Estate, Inc. – Data-centric foundation: The real challenge isn’t developing the technology but evolving the human culture behind it and building leadership

  • Real assets
  • Intapp Assist
  • + 1 more
Institutional Real Estate, Inc. editor Andrea Zander wrote an article on unlocking the potential of GenAI in the real estate sector that features thoughts from Intapp’s Frank Spadafora.

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MSCI

MSCI

  • Data Integration
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn more, please visit www.msci.com   The partnership makes MSCI’s wide-ranging suite of private assets information – including private equity, private credit, real estate, and infrastructure benchmarks, fund, asset and deal performance metrics, and market research – available directly within the Intapp DealCloud deal and relationship management platform.   This integration within DealCloud enables greater transparency, availability of sourcing and origination-related data, and analytical rigor of investment decisions for alternative asset firms.

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Products

Intapp DealCloud: Microsoft Edge add-in fo efficient deal management

  • Intapp DealCloud
Boost deal management and research efficiency with the Microsoft Edge add-in for DealCloud. Capture, update, and validate data seamlessly within the Edge browser.

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