More informed decision-making leads to better investing outcomes. With full visibility into your opportunities, data, and relationships, your credit investing team can better collaborate on sourcing and capital allocation workflows. Discover new avenues of growth and close more deals — all with Intapp DealCloud. Our platform is built for how real estate credit investors and lenders work.
Credit and loan origination software for real estate professionals
Grow your credit investing firm with unified deal and relationship management
Intapp DealCloud increases efficiency
Simplify deal sourcing and credit investing with Intapp DealCloud for credit investors and lenders
Relationship management
Nurture more meaningful relationships with AI-powered activity capture and relationship intelligence.
Business development
Find new opportunities by monitoring sponsor, broker, and lender relationships alongside property and market intelligence.
Pipeline management
Analyze investments with loan intelligence and market trends to drive pipeline progression.
Deal execution management
Manage due diligence checklists and task workflows in one information hub.
Fundraising and investor relations
Analyze complex firm data and drive investor outreach, lead progression, and fund management.
Firm knowledge
Maintain visibility on deals, relationships, and the market with both proprietary and third-party data in one place.
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Leading real estate investors choose Intapp DealCloud for deal and relationship management
Qualify more opportunities and close more deals from a single platform
Firmwide knowledge sharing
Operate with the same data set and workflows across your firm — from diligence and capital-raising to asset management.
Zero-entry automation capabilities
Drive strategy and pipeline management with automated data capture and diligence reporting.
Enhanced reporting and market analysis
Enhance your pipeline insights with visualizations from centralized mapping and location tools and property intelligence.
Central data source
Integrate and store data with the applications your team already uses, such as Microsoft 365.
Optimized relationship building and intelligence
Make smarter, data-driven decisions using automated relationship scoring and intelligence reporting.
Extensive third-party data integrations
Access proprietary and third-party data from industry-leaders such as Cherre and Esri.
Frequently asked questions about Intapp DealCloud deal and relationship management
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Real estate lenders and credit investors are responsible for discovering, analyzing, and managing high quantities of relationships and properties across several strategies. However, the tools that they’re using to manage these workflows are disconnected and underwhelming. These disparate solutions often lead to manual and redundant processes, inefficient operations, low traceability, and, ultimately, poor decision-making and investment outcomes.
Intapp DealCloud offers real estate lenders and credit investors an enterprise solution for building relationships, discovering new areas of opportunity, driving pipeline progression, and managing cross-functional processes throughout the entire investment lifecycle. By creating a single source of truth for all information regarding deals, relationships, and funds, DealCloud enables credit investors and lenders to operate more efficiently and strategically. Our platform unifies workflows from deal sourcing and sponsor screening to fund allocation and tracking. With DealCloud, you can promote efficiency, improve decision-making, and boost successful investment outcomes.
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Lenders need the freedom and flexibility to pivot from deal to deal and from relationship to relationship. That’s why leading real estate firms trust Intapp DealCloud to deploy capital and grow their practices. Track private credit activities like centralized deal information; fundraising and investor relations; travel planning; deal and legal document management; time tracking; business development activity tracking; property and portfolio analysis; deal marketing; and due diligence collaboration.
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Yes — Intapp DealCloud was designed and built to be flexible enough to support various pipeline, relationship management, and reporting needs, as they differ between real estate credit investors and lending firms. You can customize Intapp DealCloud on a user-by-user basis so every individual can access what they need, easily organize it, and share it with role-based permissions. Customize every dashboard, chart, graph, tear sheet, data sheet, and profile to meet your credit investors’ and lenders’ preferences and interests.
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 foundationCloud 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 infrastructurePartner 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