Accelerate data discovery, relationship management, and deal execution by visualizing your pipelines and properties with Intapp DealCloud for real assets.

Deal and relationship management for real assets
Intapp DealCloud has increased our efficiency and effectiveness as a company by improving our ability to make accurate, quick, and data-driven decisions.
Use AI-driven intelligence reporting, data capture, and centralized coverage to build stronger relationships.
Simplify firm outreach with integrated tools to design, send, and analyze results for branded email campaigns.
Find more opportunities by monitoring broker and third-party relationships alongside property and market intelligence.
Visualize property intelligence and market trends to analyze potential investments and drive pipeline progression.
Rely on one organized hub to manage all your due diligence checklists and task workflows.
Easily integrate complex firm data to simplify investor outreach, lead progression, and fund management.
Improve decision-making and communication with more shared knowledge.
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Discover who knows whom and how well with automated reporting and scoring for your relationships.
Manage your pipeline and strategy with automated data capture for your diligence reporting.
Get built-in mapping and location tools and property intelligence to gather pipeline insights.
Save time with AI-produced deal summaries and narrative content generation.
Access your data integrated with your team’s applications such as Microsoft 365.
Free up resources and expedite deal screening with DealCloud document ingestion and automated data capture.
Access third-party industry providers such as Cherre and Esri alongside your firm’s data.
Intapp DealCloud is a real assets CRM specifically built to support the complexity of deal structures found among different real assets firms and teams. This configurable technology platform acts as your investment and operations team’s central hub for your deal and relationship management needs. Intapp DealCloud platform features customizable workflow management capabilities and team collaboration functionality, making it a leading relationship management system for real assets firms.
Real assets professionals use Intapp DealCloud real assets investor CRM software for the following: accessing deal information, tracking business development activity, managing pipeline and deal tasks, analyzing properties and portfolios, managing deal and legal documents, collaborating on due diligence, fundraising and investor relations, and planning travel.
Yes. Intapp DealCloud offers precise control for tailoring configurations on a user-by-user basis. The platform’s flexibility accommodates varying pipeline, property and relationship management, and reporting needs. Ensure intuitive information flow between your teams for simplified collaboration while customizable permissions cater to the distinct requirements of individual users, teams, divisions, or companies within your real assets firm.
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.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
Learn more about our data foundationSecure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
Learn more about our cloud infrastructureGain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
Learn more about our partner ecosystem