Software and solutions for real assets firms

Deal management software for real assets firms

Execute more deals with the power of your own data

Now, support your most efficient dealmakers with a platform that was built for how they execute deals and use data. With Intapp your team can work from a fully configurable, unified technology platform to manage relationships, transactions, operational tasks, workflows, and data — from one central point of access.

Get full visibility of your entire pipeline, real assets operations, and business development opportunities. And empower your professionals to make faster, more informed decisions — all with the full potential of your firm’s own data.

Get more out of your firm’s intelligence with a unified view of relationships and investment opportunities.

Speed up origination to closure — with a platform built for capital investment professionals

Manage deals and relationships

Streamline operations, simplify deal management, and nurture strategic relationships. Get a centralized platform that tracks, analyzes, and optimizes deal processes, fostering efficiency and strategic growth.

Collaborate via Microsoft 365

Simplify content management and enhance collaboration and productivity within Microsoft 365. Intapp Collaboration and Content integrates with Microsoft 365 to reduce information governance risk and improve client engagement delivery. The software automatically creates secure, engagement-centric Microsoft Teams and SharePoint workspaces — ensuring content is accessible to the right team members.

Mitigate conflicts of interest

Accelerate deal approvals by quickly and accurately assessing and resolving deal and team conflicts of interest. Intapp Conflicts provides a single, centralized solution for searching, identifying, and mitigating potential risks. The built-in AI clearance uses past decisions, internal firm data, and trusted third-party sources to alert your team to conflicts requiring analysis — so your team can make informed, data-driven decisions faster.

Manage personal investment conflicts

Fortify your firm against the risk of regulatory penalties, fines, and reputational damage. Intapp Employee Compliance boosts compliance with your firm’s code-of-ethics policies. Easily collect and complete attestations for compliance teams — so employees can quickly disclose and pre-clear outside business interests like personal investments and political donations.

Helping cross-functional efficiency

Using DealCloud has helped our cross-functional efficiency and we’re happy to be using their platform as we originate transactions across the United States. DealCloud is the premier deal management and sourcing platform currently on the market.

Jon Kling
Chief Executive Officer
Municipal Acquisitions

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Intapp Intelligent Cloud

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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Intapp Cloud Infrastructure

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Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

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