Expand your network, close more deals, and generate higher returns with Intapp DealCloud. By centralizing all firm information regarding deals, relationships, and capital deployment, your firm can operate more efficiently and strategically.
Fund of funds software
Achieve your firm’s full potential with unified deal and pipeline management
Expedite deal closures and pipeline management with Intapp DealCloud for fund of funds
Close more deals
Accelerate deals as they move through every stage in the pipeline.
Strengthen relationships
Discover and strengthen connections with key, AI-driven relationship intelligence.
Source more business
Identify opportunities and make better decisions with a centralized source of truth.
'It's impossible to imagine going back to Outlook and Excel'
With Intapp DealCloud, we were able to streamline our various systems into one consolidated platform that everyone could use at the same time. Now that we’re fully functional on the platform, it’s impossible to imagine going back to Outlook and Excel.
Griffith Norville
Principal
Hamilton Lane
Discover, pursue, and win deals with Intapp DealCloud for fund of funds
Relationship management
Build stronger relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Marketing integration
Increase outreach with integrated tools to design, send, and analyze branded email campaigns.
Business development
Identify new opportunities by monitoring general and limited partner relationships alongside market activity.
Pipeline management
Improve decision–making by centralizing target pipeline and maximizing resource allocation.
Deal execution and collaboration
Centralize your due diligence checklists and approval workflows in an efficient and organized information hub.
Fundraising and investor relations
Synthesize complex firm data and drive efficiencies in investor outreach, lead progression, and fund management.
Firm knowledge
Improve communication and decision–making with increased institutional knowledge.
Leading fund of funds rely on Intapp DealCloud for deal and relationship management
Operate your firm more efficiently and strategically with centralized deal and relationship management
Real-time institutional knowledge sharing
Enhance communication and inform decision–making with unified workflows and intelligence.
Automated workflows, alerts, and reports
Stay informed on deals and next steps with automated task workflows, notifications, and AI-generated signals on desktop or mobile.
Reporting and analytics
Visualize firmwide pipeline and inform deal execution with reports, dashboards, tear sheets, and other customizable resources.
AI summaries and recommendations
Save time with AI summaries of deal information and improve decision-making with AI recommendations based on firm and market intelligence.
System integrations
Share data across your firm with a centralized hub that connects with Microsoft 365 and other applications your team uses every day.
Actionable data
Keep your dealmakers well-informed by transforming your proprietary and third-party data into institutional knowledge.
Intapp DealCloud data integrations
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Learn more about Intapp DealCloud for fund of funds
Blog Posts
3 ways dealmakers can stay connected while on the go
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Financial Services
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Private capital
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In-person meetings, conferences, and networking opportunities remain vital to dealmaking; however, traveling to events can prove problematic. Dealmakers often face connectivity issues, distractions, and other […]
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Blog Posts
4 must-have dashboards for capital market dealmakers
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Financial Services
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Intapp DealCloud
Numbers don’t lie: Today’s capital market is the fastest and highest bidder’s world. According to McKinsey’s 2022 Private Markets Annual Review, dealmakers raised almost $1.2 […]
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Blog Posts
5 reasons why your capital markets firm needs a marketing and communications program
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Private capital
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Intapp DealCloud
More often than not, capital markets firms see content marketing and communications tools as “nice to have” but not a must do. However, recent research […]
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Frequently asked questions about Intapp DealCloud deal and relationship management
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Today’s fund of funds require access to complex reports and custom dashboards on demand. Generic CRM platforms simply can’t address the need for real-time data for every stage of the investment lifecycle because they were built for a different business model — one that doesn’t consider a fund of fund firm’s complex relationship, deal, and funding structures. When fund of funds investors use software like Intapp DealCloud, they’re able to organize, tag, and report on that data to inform their daily activities, including tracking progress on negotiations, due diligence processes, or voting developments.
Whether your firm has just closed its first fund or completed hundreds of transactions, our vertical-specific software will help your firm grow and operate more efficiently. With a rich set of tools and features accompanying our core CRM platform, investors can quickly complete administrative, time-consuming tasks — so your professionals can spend more time building and nurturing relationships that lead to closed deals.
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Fund of funds investors use Intapp DealCloud for fund monitoring; relationship tracking; fund manager coverage; deal and legal document management; business development activity tracking; industry analysis; and investment process creation and management.
Whether your firm focuses on a specific geography, deal size, or industry, Intapp DealCloud can help your investors transform a handshake into a closed deal using our fund of funds software.
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Our platform was built by industry experts who know that not all fund of funds operate the same way. The pipeline, relationship management, and reporting needs of one user, team, division, or company may differ greatly from the next. That’s why our users have the granular control to tailor Intapp DealCloud on a user-by-user basis — ensuring that every individual has the necessary tools and views.
When it comes to reporting and analytics, team members can customize every dashboard, chart, graph, tear sheet, data sheet, and profile to meet their preferences and interests.
Schedule a demo
Speak with a private capital industry expert
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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.
Industry solutions
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Data foundation
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
Cloud infrastructure
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
Partner ecosystem
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