Software and solutions for real assets firms

Deal management software for real assets firms

Execute more deals with the power of your own data

Now, support your most efficient dealmakers with a platform that was built for how they execute deals and use data. With Intapp your team can work from a fully configurable, unified technology platform to manage relationships, transactions, operational tasks, workflows, and data — from one central point of access.

Get full visibility of your entire pipeline, real assets operations, and business development opportunities. And empower your professionals to make faster, more informed decisions — all with the full potential of your firm’s own data.

Schedule a demo of DealCloud
Get more out of your firm’s intelligence with a unified view of relationships and investment opportunities.

Speed up origination to closure — with a platform built for capital investment professionals

Manage deals and relationships

Streamline operations, simplify deal management, and nurture strategic relationships. Get a centralized platform that tracks, analyzes, and optimizes deal processes, fostering efficiency and strategic growth.

Mitigate conflicts of interest

Accelerate deal approvals by quickly and accurately assessing and resolving deal and team conflicts of interest. Intapp Conflicts provides a single, centralized solution for searching, identifying, and mitigating potential risks. The built-in AI clearance uses past decisions, internal firm data, and trusted third-party sources to alert your team to conflicts requiring analysis — so your team can make informed, data-driven decisions faster.

Manage personal investment conflicts

Fortify your firm against the risk of regulatory penalties, fines, and reputational damage. Intapp Employee Compliance boosts compliance with your firm’s code-of-ethics policies. Easily collect and complete attestations for compliance teams — so employees can quickly disclose and pre-clear outside business interests like personal investments and political donations.

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Speak with a real estate industry expert

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Leading real assets firms choose Intapp

Helping cross-functional efficiency

Using DealCloud has helped our cross-functional efficiency and we’re happy to be using their platform as we originate transactions across the United States. DealCloud is the premier deal management and sourcing platform currently on the market.

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Jon Kling
Chief Executive Officer
Municipal Acquisitions

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Case study

How Balfour Pacific gives its teams a 360-degree view into every deal and relationship

  • Financial Services
  • Intapp DealCloud

Prior to deploying DealCloud, private equity real estate firm Balfour Pacific, lacked a dedicated data and contact management system. It was determined that an organized and centralized method for tracking relationships and deal activity was needed. The team recognized that, as the firm grew, purpose-built and best-in-class technology needed to be deployed and institutionalized. This led to the implementation of DealCloud.

Below, we offer an in-depth case study that showcases how Balfour Pacific manages its real estate pipeline and relationships more effectively leveraging DealCloud’s technology.

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Blog Posts

How CRE teams can use real estate investment management software to boost productivity

  • Real Assets
  • Intapp DealCloud
According to Deloitte’s 2022 Commercial Real Estate Outlook, 8 in 10 respondents say their firms lack a fully modernized core system that easily incorporates emerging […]

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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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Intapp Intelligent Cloud

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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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.

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Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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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.

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