Tech provider profile: Intapp
Overview
Intapp is a software provider focused on helping professionals unlock their teams’ knowledge, relationships and operational insights to increase value for their firms. Using the power of Applied AI, Intapp aims to make firm and market intelligence easy to find, understand and use, so that firms can make more informed decisions, manage risk and increase competitive advantage. Its clients span the accounting, consulting, investment banking, legal, private capital and real assets sectors globally.
- Provider type
- Software provider
- Functions
- Front Office, Middle office, Back office, Deal origination & execution, Fundraising, Investor relations
- Services offered
-
- Collaboration & process management
- CRM
- Deal pipeline management
- Document & data automation
- LP relationship management
- Relationship & people intelligence
- Geographies
- Europe, US, Asia, MENA, Africa, Oceania
- Year founded
- 2002
- Number of offices
- 8
- Office locations
- Palo Alto, Charlotte, New York City, London, Manchester, Belfast, Singapore, Sydney
- Revenue (last financial year)
- $350.9m
- Clients serviced
- General Partners, Limited Partners, Lenders & debt fund managers, PE advisers & consultants
- Access model
- Web portal, Mobile app, API
- Integrations
- Microsoft, iManage, Aderant, Grata, NGAGE Intelligence, BoardEx, Equilar, esri, Moody’s, PitchBook, Preqin, and more
Key team members
Insights
TDA 2022 Technology: CRM & Deal Origination winner: DealCloud by Intapp
Ben Harrison, president of financial services at DealCloud talks about the enhancements the team made to the platform in 2021, which impressed the judges
5 minutes with… Matthew Hardcastle, DealCloud
Hardcastle talks about his move from Inflexion to DealCloud, challenges of upgrading IT and why it’s important to get peer feedback before making any tech changes
What users say
We view capital raising as a strategic transaction for our clients. We raise institutional and family office capital as an integral part of our commitment to supporting our clients’ needs. Therefore, implementing DealCloud was the logical next step, as the platform allows us to easily track our pipeline of client dealflow along with our investor relationships.
Shorebridge Capital Partners
We have been looking for a private equity focused deal management system for a while, and finally decided to deploy DealCloud due to its tailored functions, but nevertheless vast functionality. DealCloud has a fully configurable platform that is able to assist us with our strong growth in a fast-moving environment, where structured process and data management is paramount. DealCloud will help us strengthen our Investor Relations and Fundraising activities as well as streamline our deal origination. It will undoubtedly add more efficiency in managing relationships with all our stakeholders.
Caldera Pacific (Singapore) Pte. Ltd.
I was thoroughly impressed with the DealCloud platform,” said Cary Segall, Head of Business Development & Investor Relations at Radius Capital Partners. “I have used many CRMs over my 25-year career and none of them come close to offering the same level of unique features and support. We are so excited to have finally found the special platform that will help get us to the next level.
Radius Capital Partners
Product roadmap
From the provider (March 2024):
Intapp announces new advanced AI capabilities including: Intapp Assist for DealCloud, Intapp Data, Intapp Walls for Copilot, Activator experience, and plan to acquire AI software company delphai. Read the full press release here
This content was produced in association with Intapp
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