Although the private equity and real estate (PERE) markets have been volatile, investors are still actively making deals. There’s just one thing that could complicate your PERE plans: a scarcity of real estate credit. Learn how you can best support your PERE dealmakers.

Learn how DealCloud captures data automatically, creates company and contact profiles on your behalf, and utilizes relationship intelligence to help you better leverage and maintain your network.

Intapp knows that adopting new technology can be a major undertaking, which is why we ensure successful implementation. Our dedicated teams will help onboard your staffers and integrate Intapp DealCloud into day-to-day processes, so that your firm is set up for success from day one.

Prior to deploying DealCloud, the professionals at Axiom managed their data using spreadsheets and a generic CRM. As Axiom continued to grow and became a leading investment manager, the firm realized it needed a unified and configurable platform to manage its pipeline, fundraising, reporting, and other strategic and operational activities. These business needs led Axiom to implement DealCloud. Below, we offer an in-depth case study that showcases how Axiom Asia leverages DealCloud’s technology.

We’ve compiled a list of our favorite commercial real estate podcasts for 2023 that are worth your time and attention.

Create your own effective private equity 100-day plan for CRM onboarding and ensure your implementation process goes smoothly.