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.
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.
Leading real assets firms choose Intapp
Helping cross-functional efficiency
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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.
Intapp Cloud Infrastructure
Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.
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Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
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Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
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