Document ingestion solution for real estate firms

Intapp DealCloud document ingestion

Expedite deal screening by improving data capture with Intapp DealCloud document ingestion

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Intapp DealCloud
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Accelerate and improve your deal-screening process with Intapp DealCloud document ingestion. DealCloud fast-tracks offering memorandum (OM) extraction with our document ingestion service — so your firm can minimize manual entry, improve knowledge capture, and speed up time-to-capital deployment.

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Expedite deal screening by freeing up resources and improving data capture

Let Intapp DealCloud handle document ingestion for you

Increase screening capacity

Screen more opportunities faster to alleviate screening bottlenecks.

Optimize resources

Free your professionals from manual data transcription to focus on higher value tasks like deal analysis.

Improve knowledge sharing

Expand knowledge retention and sharing by capturing important asset and market intelligence held within OMs.

How it works

Users route email offerings, OMs, and attachments to a dedicated per-client Intapp DealCloud email

The OM undergoes a tech-assisted extraction service, followed by human quality control

Users confirm the OM ingestion status using the OM dashboard in Intapp DealCloud

Users review newly onboarded opportunities in the dashboard, then convert promising opportunities to live pipeline deals with the click of a button

Learn more about Intapp DealCloud   

Blog Posts

3 ways real estate investor software improves business

  • Financial Services
  • Real Assets
  • + 1 more
According to the most recent 2020 SEI/Preqin Future of Real Estate Survey, the commercial real estate (CRE) industry has been one of the last industries […]

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Blog Posts

5 pitfalls of rogue technology for modern CRE dealmakers (and how one system solves for them all)

  • Real Assets
  • Intapp DealCloud
Imagine you need to email a document to an important lead, but you’re having trouble generating a PDF. Instead of waiting for IT to help, […]

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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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