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Employee Compliance DealCloud Solutions Business Development Relationship Management Pipeline Management Data Management Third-Party Data Integrations Marketing Fundraising & Investor Relations Reporting and Analytics Conflicts Management

Markets

Markets Private Equity Investment Banking & Advisory Growth Equity Credit & Leveraged Finance Venture Capital Real Estate Fund of Funds Legal Transaction Advisory Corporate Development Limited Partners Family Offices Placement Agents Hedge Funds Secondaries

Resources

Resources Blog Press & News Downloadable Resources New Client Announcements DealCloud Differentiators Dealmaker Pulse Survey

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About Us Our Platform Our Story Careers Leadership

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Intapp DealCloud Support Community Training Status Investors

Step 1 of 8

12%

How many people work at your firm?*
- 1 - 10
- 11 - 50
- 51 - 100
- 101 - 300
- 301+

Which category best describes your firm?*
- Private
  equity
- Investment
  bank
- Credit/Leverage
  finance
- Real estate
  (REIT, REOC, etc.)
- Limited
  partner
- Fund of
  funds
- Venture
  capital
- Growth
  equity
- Family
  office
- Corporation
- Hedge fund

What does your firm's current technology stack include?
- Other

What areas of the business is your firm looking to improve?
- Relationship
  management
- Pipeline
  management
- Deal
  management
- Fundraising
- Investor
  relations
- Business
  development
- Marketing
- Reporting and data
  visualization
- Conflicts
  management
- Other

Which of the following most accurately describes your firm's data?
- It's clean and tidy
- It's centralized but messy /
  not optimized
- It's spread across
  many systems
- It's stored locally on
  employee devices
- It's in the cloud
- Other

Does your firm leverage third-party data? If so, which providers?
- We do not leverage third-party data
- Other

What are your firm's biggest pain points?

Tell us more about you*
What’s the best time to reach you?
Requested date
MM slash DD slash YYYY
Requested time

: Hours

Minutes

AM/PM

Schedule a demo

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