How HCAP Partners manages 100% of its active deals in Intapp DealCloud

HCAP Partners is a recognized impact investor providing growth capital to established small and medium-sized companies, mainly throughout the western United States and Texas.

The Challenge

Prior to deploying DealCloud, professionals at HCAP Partners managed relationships using a generic CRM and tracked their deals in disparate spreadsheets. As the firm scaled and raised larger funds, HCAP Partners realized that it needed purpose-built technology that would enable greater sophistication in its tracking and outreach processes. This business need led HCAP Partners to implement DealCloud, which is custom-fit for the complex relationships and deals of private equity firms.

Implementation

During the implementation process, DealCloud’s implementation team migrated HCAP Partners’ existing data onto the DealCloud platform. DealCloud and HCAP Partners worked closely together to evaluate the firm’s business needs and determine which fields and dashboards they needed to best aggregate and display their data in real time.

As HCAP Partners has grown over the years we have evolved our processes and the way we do outreach. We have developed a strong network and a good reputation in the marketplace, and DealCloud has been an effective tool in helping us manage pipeline and relationships more effectively.

NICOLAS LOPEZ, PRINCIPAL, HCAP PARTNERS

The solution

Since deploying DealCloud, HCAP Partners has optimized the following processes:

  • Targeted outreach: DealCloud has helped HCAP Partners become more targeted and proactive in its outreach to private equity, investment banking, and lender contacts.
  • Deal Management: HCAP Partners is now able to track deals and easily identify the source of those deals in DealCloud. Firm professionals can build custom worksheets to showcase key data, such as which top-tier investment banks have provided deals. HCAP Partners also tags deals in DealCloud to keep the firm’s data organized.
  • Data visualization: Using custom dashboards built in DealCloud, HCAP Partners can now better understand trends in their data, such as how many leads the firm receives per month and which outreach programs and partners are the most high-performing.
  • Interaction tracking: HCAP Partners tracks all interactions in DealCloud, including key data such as interactions by month, interactions by company, and the cadence of communication with each firm or service provider. By organizing their interactions in DealCloud, HCAP Partners ensures that they’re staying connected with the marketplace.

Partnering for success

  • Purpose-built for private credit teams
  • Single source and location for all data
  • User-friendly platform and mobile app
  • Dedicated account management and client success teams

Executive Summary

  • 80–90% of teams leveraging DealCloud
  • 100% of active deals managed in DealCloud at any given time
  • 10 hours per week saved due to implementing DealCloud
  • More than 2,000 companies tracked and organized in DealCloud
  • Three funds managed in DealCloud