Accelerate data discovery, relationship management, and deal execution by visualizing your pipelines and properties with Intapp DealCloud for real assets.
Deal and relationship management for real assets
Improve how your firm manages your pipeline to close more deals
Track capital raising, asset management, and diligence — all from one dashboard
Nurture deal-winning relationships
Build client connections through meaningful relationship intelligence.
View properties and opportunities
Access centralized data sources to keep investments organized and connected.
Improve fundraising and capital deployment
Track assets and capital-raising functions in a single view.
DealCloud increases efficiency and effectiveness
Intapp DealCloud has increased our efficiency and effectiveness as a company by improving our ability to make accurate, quick, and data-driven decisions.
Nick Kreuger
Associate Investment Manager
Kairos Investment Management Company
Simplify pipeline management and fundraising tasks with Intapp DealCloud for real assets
Relationship management
Use AI-driven intelligence reporting, data capture, and centralized coverage to build stronger relationships.
Marketing integration
Simplify firm outreach with integrated tools to design, send, and analyze results for branded email campaigns.
Business development
Find more opportunities by monitoring broker and third-party relationships alongside property and market intelligence.
Pipeline management
Visualize property intelligence and market trends to analyze potential investments and drive pipeline progression.
Deal diligence and execution
Rely on one organized hub to manage all your due diligence checklists and task workflows.
Fundraising functions
Easily integrate complex firm data to simplify investor outreach, lead progression, and fund management.
Firm knowledge
Improve decision-making and communication with more shared knowledge.
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Leading real assets teams use Intapp DealCloud for pipeline and fundraising management
Centralize your pipeline management — and close more deals
Relationship intelligence
Discover who knows whom and how well with automated reporting and scoring for your relationships.
Entry-free automation capabilities
Manage your pipeline and strategy with automated data capture for your diligence reporting.
Market analysis and reporting
Get built-in mapping and location tools and property intelligence to gather pipeline insights.
Time saving AI capabilities
Save time with AI-produced deal summaries and narrative content generation.
Centralized data access
Access your data integrated with your team’s applications such as Microsoft 365.
OM extraction and deal screening
Free up resources and expedite deal screening with DealCloud document ingestion and automated data capture.
Extensive third-party data integrations
Access third-party industry providers such as Cherre and Esri alongside your firm’s data.
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 real assets
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Frequently asked questions about Intapp DealCloud deal and relationship management
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Intapp DealCloud is a real assets CRM specifically built to support the complexity of deal structures found among different real assets firms and teams. This configurable technology platform acts as your investment and operations team’s central hub for your deal and relationship management needs. Intapp DealCloud platform features customizable workflow management capabilities and team collaboration functionality, making it a leading relationship management system for real assets firms.
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Real assets professionals use Intapp DealCloud real assets investor CRM software for the following: accessing deal information, tracking business development activity, managing pipeline and deal tasks, analyzing properties and portfolios, managing deal and legal documents, collaborating on due diligence, fundraising and investor relations, and planning travel.
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Yes. Intapp DealCloud offers precise control for tailoring configurations on a user-by-user basis. The platform’s flexibility accommodates varying pipeline, property and relationship management, and reporting needs. Ensure intuitive information flow between your teams for simplified collaboration while customizable permissions cater to the distinct requirements of individual users, teams, divisions, or companies within your real assets firm.
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