Intapp DealCloud feature highlight: Target builder
Create entries quickly and dynamically with Intapp DealCloud’s target builder feature. Target builder uses your firm’s data and prior deal outcomes to automatically create targeted lists. These lists match exact search criteria based on the task at hand — turning firm intelligence into actionable next steps.
Query data from existing reports and prior projects by using unique filter criteria for data sets.
Import target lists from external spreadsheets with DealCloud’s bulk upload tool.
Assign values to new target records using similar data from previous target entries, or apply a value to all target records at once.
Case study
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. The 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.
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.
Learn more
Blog Posts
Learn more
Blog Posts
Learn more
Fill out the form and someone will be in touch to schedule a demo.
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.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
Learn more about our data foundation
Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
Learn more about our cloud infrastructure
Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
Learn more about our partner ecosystem