TermSheet

Intapp acquires TermSheet

We’re excited to announce Intapp’s acquisition of TermSheet. This acquisition is driven by our goal to stay ahead of your needs in this complex, increasingly expanding market. It accelerates our strategy to bring modern digital infrastructure to a sector that has long been underserved by horizontal solutions.

By combining the capabilities of TermSheet and Intapp DealCloud we’ll create a more powerful operating system tailored to the complex needs of the commercial real estate industry. Using data-driven insights and Applied AI, the solution will streamline operations and accelerate execution of investment strategies.

With the launch of our unified operating system, real asset managers can embrace the digital transformation needed to compete in today’s environment.

DealCloud is a comprehensive deal and relationship management platform that empowers investors and advisors to drive growth. For real assets teams focused on capital formation and investor engagement, DealCloud is the go-to solution for building stronger investor connections and raising more capital.

TermSheet is purpose-built for real asset teams managing complex deal execution and asset workflows. It supports the entire investment and development lifecycle with advanced capabilities for relationship, deal, and asset management that connect your team in one centralized system.

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Why Intapp?

A unified operating system

Intapp eliminates fragmentation by providing a single, connected platform that delivers the clarity and consistency real estate professionals need to collaborate and execute more effectively.

Industry expertise

We bring a team with deep, diverse experience across every corner of the real asset’s ecosystem. With backgrounds spanning brokerage, valuation, principal investing, and technology, our team’s collective knowledge sets you up for success.

A configurable platform

Intapp empowers your firm to tailor the platform to fit your exact workflows. With no-code configuration, teams can easily customize dashboards, reports, data fields, and processes — all without relying on IT.

Already a DealCloud or TermSheet client?

Get ready for a unified real assets operating system

Being an existing client assures you access to our future unified solution, so sit tight.

Within 24 months, we will release our unified solution with the combined capabilities of DealCloud and TermSheet. Capabilities will be rolled out quarterly, starting in 12 months.

To keep you informed, we will host semi-annual webinars showcasing our progress, and the latest updates will be available.

Sign up now

Once available, both DealCloud and TermSheet clients will be entitled to the unified solution with a free deployment.

Welcome to Intapp

We welcome Roger Smith and Sahil Rattan, co-founders of TermSheet, to the Intapp family. They add significantly to our real assets industry expertise and are joined by the entire talented TermSheet team, which will double over the next six months to deliver best-in-class real assets solutions.

Roger Smith
CEO
TermSheet

Sahil Rattan
COO
TermSheet

Frequently asked questions

TermSheet and DealCloud are complementary solutions designed to serve different yet connected needs within real asset firms.

  • TermSheet is an end-to-end real estate investment and operational execution platform tailored for deal and asset management teams. It consolidates, automates, and personalizes investment workflows, enabling teams to manage deals, assets, relationships, data, documents, tasks, communications, and reporting in one centralized system.
  • DealCloud is a comprehensive platform that empowers investors and advisors drive growth. It enables teams to navigate complex networks, source the best opportunities, and close more deals. For real asset firms, DealCloud plays a pivotal role in fundraising, capital sourcing, and relationship management for IR and capital-raising teams — complementing TermSheet’s operational execution capabilities.

In summary: For real asset firms, we currently recommend TermSheet for deal and asset management teams and DealCloud for investor relations and capital-raising teams.

It depends on your firm’s priorities and immediate needs.

  • If your focus is on streamlining deal execution and asset management, TermSheet provides the centralized workflows, data visualization and automation needed to enhance efficiency and accelerate transactions. 
  • If you need to optimize relationship management and capital raising, DealCloud delivers a data-driven approach to investor engagement, fundraising, and relationship intelligence. 

No, there will be no unexpected price lifts. We value your partnership with us, and any existing pricing agreements we have will be grandfathered into the unified solution you’ll be entitled to.

No. Once our unified real assets solution is available, both existing TermSheet and DealCloud clients will be entitled to the unified solution with a free deployment.

Stay up to date on our roadmap and progress

Subscribe for updates

Roadmap updates and advanced capabilities for both DealCloud and TermSheet will be introduced after the deal closes. With accelerated R&D investment, we plan to deliver a unified real assets operating system; once launched, the unified solution will be made available to current DealCloud and TermSheet clients, without the need for additional purchase.