For many asset managers today, assets under management fall across multiple strategies, like private equity, real assets, hedge funds, private credit, and global equities. While each strategy has different approaches and processes, overlapping contacts and relationships persist. Without the right tools and technology, maintaining visibility into each pipeline and portfolio can be difficult if each team uses separate internal systems, spreadsheets, and processes.

Instead of struggling to wrangle information from different firm systems, asset managers need an enterprise-wide system that can serve as a secure and central hub for all their investment strategies. Intapp DealCloud serves as this single source of truth: a place where each strategy’s data is easily accessible — from deal-related pipeline information and transactional data to relationship information.  

In a hypercompetitive funding landscape, firms need to maintain visibility on developments in their industries and track emerging trends to develop effective strategies. That’s why they leverage Intapp DealCloud in the following areas: deal and pipeline management, contact and relationship management, industry analysis, portfolio and workflow management, executive network management, business development and activity tracking, round-by-round funding analytics, and deal and legal document management. 

Since our platform was built by industry experts, we know that 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 can tailor Intapp DealCloud on a user-by-user basis. Every individual has the tools and the views in front of them necessary to facilitate the flow of information intuitively, simply, and with the appropriate levels of access. For reporting and analytics, customize every dashboard, chart, graph, tear sheet, data sheet, and profile to meet each dealmaker’s preferences and interests.