Deal and relationship management for real assets

Deal and relationship management for real assets

Improve how your firm manages your pipeline to close more deals

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

Improve client coverage with a unified view of related properties, activities, fundraising, and more.

Track capital raising, asset management, and diligence — all from one dashboard 

Nurture deal-winning relationships

Build client connections through meaningful relationship intelligence.

View properties and opportunities

Access centralized data sources to keep investments organized and connected.

Improve fundraising and capital deployment

Track assets and capital-raising functions in a single view.

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

Simplify pipeline management and fundraising tasks with Intapp DealCloud for real assets

Relationship management

Use AI-driven intelligence reporting, data capture, and centralized coverage to build stronger relationships.

Marketing integration

Simplify firm outreach with integrated tools to design, send, and analyze results for branded email campaigns.

Business development  

Find more opportunities by monitoring broker and third-party relationships alongside property and market intelligence. 

Pipeline management 

Visualize property intelligence and market trends to analyze potential investments and drive pipeline progression. 

Deal diligence and execution

Rely on one organized hub to manage all your due diligence checklists and task workflows. 

Fundraising functions

Easily integrate complex firm data to simplify investor outreach, lead progression, and fund management.

Firm knowledge

Improve decision-making and communication with more shared knowledge.

Centralize your pipeline management — and close more deals

Relationship intelligence

Discover who knows whom and how well with automated reporting and scoring for your relationships.

Entry-free automation capabilities

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

Market analysis and reporting

Get built-in mapping and location tools and property intelligence to gather pipeline insights.

Time saving AI capabilities

Save time with AI-produced deal summaries and narrative content generation.

Centralized data access

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

OM extraction and deal screening

Free up resources and expedite deal screening with DealCloud document ingestion and automated data capture.

Extensive third-party data integrations

Access third-party industry providers such as Cherre and Esri alongside your firm’s data.

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

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. 

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