Investor relations CRM and fundraising software

Investor relations (IR) and fundraising professionals need to be able to fully understand — and illustrate — their firm’s fund performance and progress towards fundraising goals. Intapp DealCloud provides these professionals with a single platform built specifically for their needs. With DealCloud, IR and fundraising teams can easily access institutional knowledge and synthesize complex data around fundraising efforts. They can also access real-time analytics, so they can be as accurate and transparent as possible during capital calls or deal roadshows.

With Intapp DealCloud, all of your firm’s processes — from sourcing and origination to limited partner (LP) communications — are made easy. DealCloud centralizes your firm’s most critical proprietary and third-party data. That way, all teams — including fundraising and investor relations managers — have visibility and insight into your firm’s key activities and initiatives.  

Dealmakers can also populate DealCloud with data from Preqin, PitchBook, S&P Global Market Intelligence, or a host of other data providers. Through our third-party data providers, your professionals can enhance their private markets knowledge base, quickly answer their LPs’ questions, and meet their reporting requirements. Professionals can also easily curate investor profiles, learn LP investment criteria, track allocations, house key contact information, and stay up to date on transactions. 

No matter the size, strategy, or location of your fund, Intapp DealCloud can be easily configured to align with your current business processes and requirements. DealCloud connects with your firm’s existing systems, including fundraising activities and key investment initiatives, and offers industry best practices to ensure your team executes at the highest level.