Limited partners management software

Real estate limited partners management software

Identify and close more qualified investments from one central hub

Boost team collaboration and streamline decision-making with a central hub for limited partner investing. Intapp DealCloud gives you the combined intelligence and tools you need to build and maintain meaningful relationships, identify quality investments, and execute efficiently.

Improve strategy oversight with a unified view of your deal pipeline.

Expedite impactful investing with Intapp DealCloud for real estate limited partners

Close more deals

Centralize your pipeline across multiple strategies to accelerate deal closures.

Build strong connections

Identify and nurture meaningful relationships with AI-driven intelligence.

Identify quality investments

Source more qualified deals and make more-informed decisions with a single source of truth.

DealCloud increases efficiency and effectiveness

Intapp DealCloud has increased our efficiency and effectiveness as a company by improving our ability to make accurate, quick, and data-driven decisions.

Nick Kreuger
Associate Investment Manager
Kairos Investment Management Company

Streamline deal sourcing and business development for real estate limited partners

Relationship management 

Use AI intelligence reporting, automated data capture, and centralized coverage to nurture strong relationships.

Marketing integration 

Streamline firm outreach with integrated tools to design, send, and analyze email campaigns and results.

Business development

Discover new opportunities by monitoring general and limited partner relationships alongside your proprietary knowledge and integrated market intelligence.

Pipeline management

Centralize your pipeline across multiple strategies to analyze potential investments and drive pipeline progression.

Deal collaboration and execution

Manage deal approvals and closing workflows in one organized and efficient information hub.

Firm strategy

Improve communication and decisionmaking with increased institutional knowledge. 

Improve investment outcomes with centralized deal and relationship management

Shared knowledge across your firm

Unify workflows across the front office, diligence, capital-raising and asset management. 

Automation capabilities

Drive strategy and pipeline management with automated data capture for your diligence reporting. 

Enhanced reporting and market analysis

Gain pipeline insights from centralized mapping and location tools along with property intelligence. 

Central data source

Access data stored and integrated with your team’s applications such as Microsoft 365.

Optimized relationship building and intelligence

Make more informed decisions across the firm with automated relationship scoring and intelligence reporting.

Proprietary third-party data integration

Get direct in-platform access to proprietary and third-party data from industry-leading providers such as Preqin and Cherre. 

Intapp DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

Frequently asked questions about Intapp DealCloud deal and relationship management

Real estate development and operations is an unrelentingly competitive industry and requires a technology-driven strategy for deploying capital. It takes a complete, real estate investor CRM designed to meet the needs of real estate development teams, no matter their structure, size, or specialty. Deal teams know every opportunity they execute is different, and Intapp DealCloud recognizes this too.


We give teams a fully configurable, unified technology platform that becomes a 360-degree, minute-to-minute mission control center for relationship intelligence. The Intapp DealCloud platform features workflow management capabilities and team collaboration functionality, making it a premier relationship management system for real estate limited partners. 

Real estate professionals use Intapp DealCloud real estate investor CRM software for the following: centralized deal information, business development activity tracking, pipeline and task management, property and portfolio analysis, deal and legal document management, due-diligence collaboration, fundraising and investor relations, and travel planning. 

Offering precise control, Intapp DealCloud allows tailored configurations on a user-by-user basis, ensuring intuitive information flow with different access levels. Recognizing the diversity in operational styles among real estate firms, the platform accommodates varying pipeline, property and relationship management, and reporting needs. Built by industry experts, Intapp DealCloud caters to the distinct requirements of individual users, teams, divisions, or companies within the real estate landscape. 

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