Real estate lenders and credit investors are responsible for discovering, analyzing, and managing high quantities of relationships and properties across several strategies. However, the tools that they’re using to manage these workflows are disconnected and underwhelming. These disparate solutions often lead to manual and redundant processes, inefficient operations, low traceability, and, ultimately, poor decision-making and investment outcomes. 

Intapp DealCloud offers real estate lenders and credit investors an enterprise solution for building relationships, discovering new areas of opportunity, driving pipeline progression, and managing cross-functional processes throughout the entire investment lifecycle. By creating a single source of truth for all information regarding deals, relationships, and funds, DealCloud enables credit investors and lenders to operate more efficiently and strategically. Our platform unifies workflows from deal sourcing and sponsor screening to fund allocation and tracking. With DealCloud, you can promote efficiency, improve decision-making, and boost successful investment outcomes.

Lenders need the freedom and flexibility to pivot from deal to deal and from relationship to relationship. That’s why leading real estate firms trust Intapp DealCloud to deploy capital and grow their practices. Track private credit activities like centralized deal information; fundraising and investor relations; travel planning; deal and legal document management; time tracking; business development activity tracking; property and portfolio analysis; deal marketing; and due diligence collaboration. 

Yes — Intapp DealCloud was designed and built to be flexible enough to support various pipeline, relationship management, and reporting needs, as they differ between real estate credit investors and lending firms. You can customize Intapp DealCloud on a user-by-user basis so every individual can access what they need, easily organize it, and share it with role-based permissions. Customize every dashboard, chart, graph, tear sheet, data sheet, and profile to meet your credit investors’ and lenders’ preferences and interests.