How Kairos Investment Management increases firmwide transparency with Intapp DealCloud

The solution

DealCloud’s purpose-built deal, relationship, and pipeline management platform — created with the needs and challenges of real estate professionals in mind — has been configured to help KIMC successfully optimize its operations in the following areas:

• Pipeline Management: KIMC leverages DealCloud on weekly pipeline calls, helping the team engage in more collaborative decision-making and closely manage transactions as they move through each phase of the process.n in more than 16 million square feet, including 17,000 multifamily units.
• Relationship Management: The KIMC team leverages their historical data in DealCloud to understand pricing and structure for new deals. DealCloud informs the team when they last had contact with brokers and resurfaces previous discussion points, allowing the team to tailor conversations. The KIMC team also uses DealCloud’s email integration functionality to configure the firm’s custom-built automatic reminders to follow up with their broker contacts. The firm hosts all of this information and other high-value contact information in one secure, cloud-based platform that can be accessed from anywhere, which adds speed and efficiency to every dealmaker’s work.
• Increased Transparency: DealCloud has effectively eliminated the information and organization silos that used to exist for three separate KIMC equity and debt funds under one management team. The software has removed the institutional knowledge-sharing barriers and increased transparency, allowing the team to communicate and collaborate more effectively.
• Market Tracking: The KIMC team leverages DealCloud’s mapping dashboard to view and track live deals, marketing efforts, and historical market data. They are also able to access all pertinent property data at their fingertips via DealCloud’s mobile app.
• Team Onboarding: Because KIMC stores all historical data in DealCloud, the platform has proven especially useful when onboarding and training new team members. Using the software, KIMC has decreased the amount of time spent bringing new team members up to speed on previous deals and broker relationships.
• Investor Reporting: In a matter of minutes, KIMC can use DealCloud to create custom, data-rich reports for third parties in PDF, Word, and Excel format. Creating reports now takes about two-thirds the time it did previously, and the team is able to create a greater volume of reports.
• Market Strategy: Using DealCloud, KIMC tracks where the market is moving and adjusts its strategy in real time. Dealmakers can make investment decisions more quickly, which has ultimately enabled the firm to better compete in the real estate market.