Product Update:
SUBSCRIBE’s Intapp DealCloud Integration

This integration automates data synchronization between
SUBSCRIBE and Intapp DealCloud, eliminating the need for manual updates.

Private market firms depend on accurate investor data and efficient workflows to drive success. However, manually managing these processes is both time-consuming and prone to errors. To solve this challenge, SUBSCRIBE now offers a seamless integration with Intapp DealCloud, a leading deal and relationship management platform. With real-time data flow, firms can improve collaboration, enhance decision-making, and reduce operational risks.

What is Intapp DealCloud?

Intapp DealCloud is a specialized platform designed to help private market firms optimize deal processes and relationship management. It is a centralized hub for tracking deals, managing investment pipelines, and maintaining critical client and investor data. By leveraging Intapp DealCloud, firms can streamline workflows, foster better collaboration, and make more informed investment decisions while minimizing administrative burdens.

Unlike general-purpose CRM solutions like Salesforce, Intapp DealCloud is purpose-built for private capital markets, including private equity, private credit, and advisory firms. This industry-specific focus ensures that private market professionals have the tools they need to manage investor relationships effectively.

Why CRM Integration Matters in the Private Market?

  • Save Time with Automation: Updating CRM data manually is inefficient and resource intensive. The SUBSCRIBE-Intapp DealCloud integration automates this process, ensuring investor data updates occur in real-time. By reducing administrative workload, teams can focus on strategic initiatives and investor engagement.
  • Ensure Data Accuracy: Inaccurate investor records can result in compliance risks and operational setbacks. This integration enables automatic synchronization of investor data—such as subscription details and preferences—between SUBSCRIBE and Intapp DealCloud, ensuring that teams always have access to the most up-to-date and reliable information.
  • Effortless Implementation: Deploying this integration does not require technical expertise. It is a no-code solution designed for easy implementation, making it accessible even for firms with limited IT resources.

Setting up the SUBSCRIBE-Intapp DealCloud integration is simple

  1. Authorize the Connection: Link your SUBSCRIBE and Intapp DealCloud accounts.
  2. Set Your Preferences: Choose which data fields and workflows to sync.
  3. Start Automating: Watch your CRM update automatically, making your operations more efficient.

Set up a demo to learn more about Intapp DealCloud integration today.

ABOUT SUBSCRIBE

SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for fund managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform.