Accelerate dealmaking in private capital markets with AI-powered tech

Your private capital market firm has access to more relationship, company, and market data than ever before. But when it’s scattered across siloed systems and spreadsheets, getting the insights you need to build deal-winning connections and find the most profitable opportunities is difficult and time-consuming.

You can solve this problem with an AI-powered tech platform like Intapp DealCloud that centralizes your firm and third-party market data. DealCloud provides the sophisticated tools and holistic, actionable insights your teams need to simplify relationship management, accelerate sourcing, fast-track deal execution, and work faster than your competitors. Keep reading to find out how.

Simplify relationship management

In private capital markets, finding and closing the most lucrative deals hinges on having strong connections. DealCloud helps you build deal-winning relationships with AI-powered features like relationship signals.

Part of Intapp Assist for DealCloud, relationship signals deliver actionable, real-time insights about job changes, promotions, leadership changes, and other important events in your network. This feature also keeps relationships with investors and other key connections from growing cold with customizable notifications that nudge you to reach out to cooling contacts.

You can get even deeper relationship insights — and real-time market updates — by integrating intelligence from over a dozen leading industry sources including Equilar.

You can also create emails that drive higher engagement using applied outreach, another Intapp Assist feature. After you’re prompted to reach out to a contact, you can use this AI-driven feature to generate an email draft that’s personalized using information from prior interactions, relationship history, and news.

Accelerate sourcing and dealmaking

Sourcing deals, creating fundraising lists, and building buyer lists can take significant time and effort when you have to gather data from disparate sources. Opportunities can also be missed when you’re relying on manual data-collection processes that are subject to human error and inconsistent across teams.

DealCloud helps you accelerate sourcing with AI-powered company recommendations that are based on your firm’s target criteria. The platform also fast-tracks deal execution and standardizes list-building by using your firm and integrated third-party data to quickly generate buyer lists and identify potential investors based on preset criteria. And with automated workflows, you can expedite deal closures through every stage of your pipeline.

Save time and get deeper, data-driven insights

Whether you’re pitching a company to an investor or working on a new deal, you need access to holistic, data-driven insights.

The Intapp Assist summarization feature makes it simple to get key insights from complex information by providing AI-generated summaries for deals, contacts, companies, and meetings. Summaries are created using your firm’s proprietary information as well as data from integrated third-party industry sources, Microsoft 365, and Google Workspace.

For example, if you’re on an investor relations team, you can use contact summaries to get a quick overview of who has invested in prior funds and who is most likely to commit capital to new opportunities. And if you’re on a deal team, you can use deal summaries to understand deal progress and what tasks are outstanding so you can keep execution on track.

AI-powered smart tags also help investor relations and deal teams uncover key insights. Suggested company and contact tags automatically populate as users work in DealCloud, Microsoft Outlook, and Gmail so tagging is quick, easy, and more accurate.

Because smart tags make it easy to organize data, you can find important information fast — and your reports will deliver deeper insights because they’re powered by more complete and accurate intelligence.