For private equity and venture capital firms, finding the best deals requires working faster and smarter than the competition. The right tech can make all the difference, from automation that saves you time to integrations that connect your disparate tools and data.
That’s the power of the new integration between the Intapp DealCloud CRM for private equity and Google Workspace (Gmail, Google Calendar, and Chrome). You can automate manual tasks and access relationship intelligence functionality, so you get deep, unified insights — and more of your time back.
Here are the top five ways this integration will help you accelerate and optimize your deal origination efforts.
1. Save time with automatic data syncing
Emails, events, and contacts from Gmail and Google Calendar are automatically synced to DealCloud in real-time — so your teams can focus on finding opportunities, instead of manually updating relationship data and deal activities. The sync process also improves data accuracy by eliminating the risk of human error.
2. Get better insights using centralized data
Because Google Workspace data is synced to DealCloud for all users, dealmakers have full transparency into firmwide interactions and relationship intelligence. With all data centralized in one place, teams get accurate, holistic insights that help uncover new opportunities and drive smarter decision-making.
3. Boost productivity by eliminating app switching
Your teams can now work faster by managing deals directly from Google Workspace. Using the DealCloud infopane, dealmakers can access critical insights, updates, and reports as they draft emails or schedule meetings. They can also view, modify, and add deals to their DealCloud dashboards — all without leaving Gmail.
Deal, company, and contact tags can also be added to emails or meetings directly from the infopane, making it easier than ever to organize data.
4. Improve sourcing with relationship intelligence
DealCloud deal pipeline software can now provide relationship strength scores that help investors understand which prospects or intermediaries are most likely to lead to their next deal. Scores, which are determined by analyzing firmwide Google Workspace relationship intelligence and activity data, highlight how contacts and firm colleagues are connected — helping your team identify potential paths of introduction to your next investment.
5. Simplify research with the Google Chrome extension
A Google Chrome extension makes it easier for dealmakers to build target watchlists and maintain data accuracy by allowing them to integrate website data into DealCloud as they research opportunities. For example, they can quickly add new companies or contacts to DealCloud from LinkedIn with the push of a button. The extension will also match LinkedIn profiles to existing DealCloud records so dealmakers can update and enrich data directly within Google Chrome.
Existing DealCloud data can also be validated by matching it with data from integrated third-party sources.
Help your team focus on what matters most
Fast-moving markets mean venture capital and private equity investors need to focus their time on originating and closing deals. Time spent manually entering data, digging for insights, and switching between apps is time wasted.
The new integration between DealCloud, the leading CRM for venture capital, and Google Workspace allows your team to focus on what matters by enabling them to manage their pipelines without leaving their inboxes or browsers.
With relationship intelligence and powerful features including automated data capture integrated into existing workflows, your team can find the most lucrative deals first by working smarter, faster, and more strategically than your competition.
Want to see the DealCloud and Google Workspace integration in action? Schedule a demo now.