DealCloud

31 reviews

DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.

Operations & Finance

24 reviews

Intapp Operations & Finance is a comprehensive, cloud-based solution designed to enhance the profitability and operational efficiency of professional and financial services firms. By integrating advanced AI capabilities, it streamlines critical processes such as time management, pricing, budgeting, and compliance, enabling firms to deliver superior client service while maximizing revenue. Key Features and Functionality: - Automated Time Management: Captures all billable hours, reducing missed or under-recorded time entries. - AI-Guided Pricing: Utilizes historical data and firm experience to inform pricing strategies, ensuring competitive and profitable engagements. - Dynamic Profitability Modeling: Provides real-time insights into engagement profitability, allowing for proactive adjustments to maintain financial targets. - Budget and Time Compliance: Ensures adherence to client terms and internal policies during budgeting and time recording processes. - Firmwide Matter Visibility: Offers comprehensive oversight of engagements, facilitating early detection of potential overruns and informed decision-making. Primary Value and Problem Solved: Intapp Operations & Finance addresses the common challenges of underreported time, inefficient pricing, and lack of visibility into engagement profitability. By automating and integrating these critical functions, the solution empowers firms to: - Increase realized revenue by capturing all billable work. - Optimize pricing and resource allocation based on data-driven insights. - Maintain compliance with client agreements and regulatory requirements. - Enhance client satisfaction through transparent and efficient service delivery. Ultimately, Intapp Operations & Finance enables firms to drive profitability and maintain a competitive edge in the market.

Risk & Compliance

3 reviews

Intapp Risk & Compliance is a comprehensive suite of cloud-based solutions designed to help professional services firms manage risk and compliance throughout the client lifecycle. By integrating AI-driven tools, the platform streamlines client evaluation, business acceptance, conflicts clearance, and client terms management, enabling firms to proactively mitigate risks and enhance operational efficiency. Key Features and Functionality: - Client Evaluation and Business Acceptance: Facilitates thorough risk assessments and due diligence during client onboarding, ensuring alignment with regulatory requirements and firm policies. - Conflicts Clearance: Utilizes AI and predictive modeling to accelerate the identification and resolution of potential conflicts of interest, reducing manual review efforts by up to 60%. - Client Terms Management: Centralizes the storage, categorization, and approval routing of client mandates, streamlining the management of outside counsel guidelines and engagement letters. - Continuous Monitoring: Provides ongoing surveillance of client engagements, alerting firms to changes in risk profiles, such as modifications in corporate ownership or sanctions lists. - Integrated Reporting: Offers embedded business intelligence tools for comprehensive reporting on risk-related metrics, enhancing transparency and informed decision-making. Primary Value and Problem Solved: Intapp Risk & Compliance empowers firms to proactively manage and mitigate risks associated with client engagements. By automating critical processes and leveraging advanced technologies, the platform reduces the burden of manual compliance tasks, minimizes the potential for conflicts of interest, and ensures adherence to regulatory standards. This comprehensive approach not only safeguards firms from financial and reputational damage but also enhances operational efficiency, allowing professionals to focus on delivering high-quality services to their clients.