Deal and relationship management for placement agents
Win more deals faster by nurturing meaningful relationships, staying up to date on market trends, and analyzing active pursuits — all from one centralized platform. Intapp DealCloud for placement agents provides firmwide visibility into the data and insights required to act quickly and decisively. Access a single source of truth to achieve the best outcomes for fund managers, limited partners, and other deal participants.
Discover and nurture client connections with powerful relationship intelligence.
Identify new opportunities using centralized data and insights.
Give your team the tools they need to provide an exceptional client experience.
We are service managers who offer more niche-type strategies than your typical direct lending institutions … [and] our platforms must be equally robust. Choosing Intapp DealCloud to digitally manage our capital-raising efforts and institutional investor relationships was a natural fit.
Strengthen relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Make investor outreach easy by designing, sending, and analyzing branded email campaigns.
Discover new opportunities by monitoring general and limited partner relationships alongside market activity.
Achieve better outcomes by centralizing target pipeline, maximizing resource allocation, and forecasting estimated fees.
Simplify workflows with on-demand target investor list development and reporting.
Maintain a single source of truth for pipeline, deals, fees, and client coverage.
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Improve communication and decision-making with unified workflows and intelligence.
Stay up to date on deal to-dos with automated task workflows, notifications, and AI-generated signals.
View firmwide pipeline and inform deal execution with ad hoc and templated reports.
Save time with AI-driven deal summaries, and make better decisions using AI recommendations based on firm and market intelligence.
Share data across your firm with a centralized hub that integrates third-party data, Microsoft 365, and other applications your team uses daily.
Work from anywhere by using iOS and Android apps to view and search for data, take notes offline, and sync when reconnected.
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Case study
Prior to deploying DealCloud, the team at Denning & Company managed their data using a generic CRM. They found the generic CRM unintuitive, and the firm realized it needed a highly configurable software purpose-built for the complex business needs of venture capital and private equity dealmakers. This led Denning & Company to implement DealCloud.
Below, we offer an in-depth case study that showcases how Denning & Co. leverages DealCloud’s technology.
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Maintaining visibility across industries and sectors is more important than ever. Your teams need to be able to quickly find potential investors for fund managers — and vice versa. Acting swiftly and decisively requires firmwide access to critical data and insights.
Intapp DealCloud for placement agents centralizes proprietary and third-party data, providing your firm with a single source of truth that simplifies relationship management, reporting, and data management. Regardless of your firm’s size, strategy, clients, or operating model, DealCloud provides the crucial intelligence your placement agents need to achieve the best outcomes for fund managers, limited partners, and other deal participants.
Intapp DealCloud lets you track a wide variety of deal data, including sourcing, progress, and staffing details — helping you manage deals throughout the entire lifecycle. Integrated workflows, pipeline analytics, and configurable reports provide real-time deal insights, so your team can make informed decisions.
Yes — Intapp DealCloud for placement agents can be customized to meet your firm’s specific requirements. Built by industry experts, the solution is designed to accommodate varying pipeline, relationship management, and reporting needs. It can be configured to support the unique needs of individual users, teams, and divisions. Access levels may be provisioned on a user-by-user basis.
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.
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Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
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