Limited partners software
Unlock more potential and profit from your pipeline
Build meaningful relationships, source more opportunities, and generate higher quality investments with Intapp DealCloud.
By creating a central working hub for your deals, relationships, and capital deployment, Intapp DealCloud helps your firm operate with more efficiency and strategy.
Better manage your deals and relationships with Intapp DealCloud for limited partners
Expedite informed decision-making by unlocking a holistic view of relationships, pipeline, and market activity.
Streamline deal execution
Accelerate every stage of the pipeline process.
Expand your network
Benefit from AI relationship intelligence to learn more about your leads and relationships.
Source more deals
Identify target investments and make smarter decisions with a single source of truth.
A platform that everyone can use
Discover, pursue, and win deals with Intapp DealCloud for limited partners
Relationship management
Get more coverage and build stronger relationships with AI-driven intelligence reporting and automated data capture.
Email marketing integration
Simplify firm outreach with integrated tools to design, send and analyze campaigns.
Business development
Uncover new opportunities by monitoring general partner and placement agent relationships alongside market activity.
Pipeline management
Improve decision–making with full visibility of your pipeline and resource allocation.
Deal execution and collaboration
Centralize your due diligence checklists and approval workflows in an efficiently managed information hub.
Visibility of firm knowledge
Improve firm communication for improved decision-making with fewer information silos.
Leading limited partners firms rely on Intapp DealCloud for deal and relationship management
Gain more pipeline visibility and move more deals through your firm’s pipeline
Improved knowledge sharing
Make more informed decisions with workflows built for collaboration.
Automated workflows, alerts, and reports
Keep everyone informed on deal to-dos with automated task workflows, notifications, and AI-generated signals on your devices.
Reporting and analytics
Inform your deal execution with reports, dashboards, tearsheets, and other customizable resources.
AI summaries and recommendations
Save time on decision-making with AI summaries and recommendations based on firm and market intelligence.
System integrations
Make it easier for your teams to share information with platform access to Microsoft 365 and other applications.
Actionable data
Turn your proprietary and third-party data into insights that your dealmakers can use to make more informed decisions.
Frequently asked questions about Intapp DealCloud deal and relationship management
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Today’s limited partners (LPs) require access to complex reports and custom dashboards on demand. Generic CRM platforms simply can’t address the need for real-time data during every stage of the investment lifecycle because they were built for a different business model — one that doesn’t support an LP’s complex relationship, deal, and funding structures. When LPs leverage software like Intapp DealCloud, they are able to organize, tag, and report on that data to inform their daily activities including tracking progress on negotiations, due diligence processes, or voting developments.
Whether your firm has just closed its first fund or completed hundreds of transactions, our vertical-specific software will help your firm grow and operate more efficiently. A rich set of tools and features accompanying our core CRM platform also let LPs quickly complete administrative, time-intensive parts of their job — giving your firm’s professionals more time to build and grow relationships that lead to closed deals.
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LPs use Intapp DealCloud’s limited partners software for business development activity tracking, intermediary coverage, deal and legal document management, compliance and risk management, GP communication, fund manager coverage, travel planning, and increased visibility into deal and pipeline management.
Whether your firm focuses on a specific geography, deal size, or industry, Intapp DealCloud can help your investors transform a handshake into a closed deal using our limited partners software.
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Intapp DealCloud was built with the understanding that not all limited partners firms operate the same way. 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 have the granular control to customize DealCloud for individual users — so that every individual has the tools and views they need.
When it comes to reporting and analytics, your team members can customize every dashboard, chart, graph, tearsheet, data sheet, and profile to meet their preferences and interests.
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