How Haven Capital easily maintains strong relationships with Intapp DealCloud

Haven Capital is a real estate finance platform formed by Ares and Regis Group. The group provides a funding solution for stabilized assets, recapitalizations, redevelopments or repositionings, lease ups, and developments.

Managing more deals and communications than ever before

In 2020, Haven Capital was on the verge of launching a new ground lease platform that would provide funding for all major real estate asset classes. This platform would serve as an efficient, tailored form of financing and help clients unlock and enhance asset value. But as Haven Capital got closer to launch, the firm realized that its use of spreadsheets would no longer be an effective method of storing client information — especially as the volume of client interactions and deal flow increased.

Haven Capital needed a better way to organize its outreach efforts and build its reputation in the market. It was clear that the firm required a customized deal and relationship management solution that could support operational efficiency, targeted outreach, and a higher volume of outreach and customer interactions.

Intapp DealCloud keeps us in the loop with our contacts and makes sure that we’re reaching out to them on a regular basis.

ALESSIA SALVATORE, VICE PRESIDENT, HAVEN CAPITAL

Finding the right solution

To improve its outreach and relationship management, Haven Capital turned to Intapp DealCloud, a platform built to meet the specific needs of real estate investors.

“The data migration went well, and the Intapp DealCloud team was really helpful in terms of answering our questions,” said Alessia Salvatore, Vice President of Haven Capital.

With Intapp DealCloud, Haven Capital can successfully nurture strong relationships, manage multiple deals efficiently, and streamline its workflows. The platform has become an integral part of the firm’s operations, providing essential data and reports that help Haven Capital succeed in the competitive ground lease market.

Outreach and communication

Maintaining strong relationships with clients and partners is a top priority for Haven Capital. The firm relies on Intapp DealCloud to ensure that their clients and partners receive all the information they need, when they need it.

Intapp DealCloud offers several key capabilities that support constant communication, including:

  • Relationship scoring based on volume, recency, and deal type, so the firm can determine what action is needed to keep relationships strong
  • Calendar syncing with corresponding companies and contacts for easier scheduling and firmwide transparency
  • Automated notifications reminding professionals to follow up with their contacts in a timely manner at a predetermined cadence

“Intapp DealCloud keeps us in the loop with our contacts and makes sure that we’re reaching out to them on a regular basis,” said Salvatore. “The automatic calendar syncing and relationship reporting keep us actively on the minds of our contacts. My team and I always know who we need to speak to so we can move a deal along.”

Users can also set automated alerts that are triggered by platform activity, key dates, and upcoming tasks and meetings — promoting a smoother workflow across teams. For example, dealmakers can create reminders to reach out to specific contacts at set intervals so that client relationships won’t grow cold.

Intapp DealCloud’s automatic calendar syncing and relationship reporting keep us actively on the minds of our contacts. My team and I always know who we need to speak to so we can move a deal along.

ALESSIA SALVATORE, VICE PRESIDENT, HAVEN CAPITAL

Relationship management

In addition to improving outreach efforts with calendar syncing and automated reports, Haven Capital’s Originations and Business Development team also tracks all client and partner interactions in Intapp DealCloud. By keeping this information in one place, the team can easily access the data they need to make smarter, more targeted decisions around communication and outreach.

“We’re able to make sure we’re accurately tracking the conversations we have,” said Salvatore. “We can [go into Intapp DealCloud and view] who we spoke to and what we spoke to them about. It’s a really quick and easy reference point.”

Intapp DealCloud’s Microsoft Outlook integration also helps keep essential information within the central platform. The integration automatically captures contact and activity data and populates new entries to reduce the manual data entry workload. Users can even tie contacts to specific deals for quick reference.

As a result of these relationship management capabilities, Haven Capital reduces human error, ensures data accuracy, and frees up more time for professionals to focus on strategic activities.

Deal management

With up to 30 deals in the pipeline at any given time, Haven Capital’s professionals need to be able to track their stages, key dates, and metrics at all times. Intapp DealCloud simplifies the deal management process by:

  • Recording stages and key dates for each deal
  • Automating data exports for senior principals’ review
  • Improving transparency by storing information in one place

Automating and streamlining deal management means that dealmakers no longer have to spend hours manually tracking this information themselves. Instead, they can conveniently access accurate, up-to-date information whenever they need it — all from a single location.

“It’s a much simpler process than having to maintain everything in a spreadsheet where there’s potential for human error,” said Robert Errico, Investments Associate at Haven Capital.

Now, Haven Capital dealmakers can efficiently and confidently handle a higher volume of deals than ever before.

Reporting and insights

Intapp DealCloud gives Haven Capital’s teams the information they need to make better, data-driven decisions. The platform generates digestible reports that summarize various work efforts, including those around communication and outreach.

“We share [reports on] outreach, relationships, and maintenance efforts with our senior principals,” said Errico, explaining how the principals use this information to better understand, assess, and act on the firm’s communication strategy.

Intapp DealCloud also offers reporting capabilities that provide snapshots of the deal pipeline and KPIs.

The originations team and firm principals at Haven Capital can view key details such as deal stage, dates, and which dealmaker is assigned to which deal.

“We look at our deal flow from a higher-level view,” explained Errico.“ [The reports show] the number of deals we’ve seen over a period of time, how many of those deals ended up being actionable, and how many of those deals we ended up bidding on.”

Errico revealed that these details are important to the firm’s Origination team and principals, as it lets them identify patterns and opportunities for improvement and, consequentially, increase the chances of success for future deals.

Executive summary

The challenge

  • Storing data across multiple spreadsheets made it difficult for dealmakers to locate and access information — especially as deal volume increased
  • Manual data entry wasted dealmakers’ valuable time
  • Haven Capital lacked key insights into their outreach efforts

Partnering for success

  • Automated data entry: Haven Capital eliminated around 95% of manual data entry related to relationship management
  • Organized data: Haven Capital saved 16 hours per month by managing deal flow pipeline and client relationships in a centralized solution
  • Insightful reporting: The firm now tracks up to 30 active deals in Intapp DealCloud at any given time for easy access to reports and key details