Case Study: Alterna Equity Partners increases qualified deal flow with Intapp DealCloud

Alterna Equity Partners boosts qualified deal flow by 50% with Intapp

Alterna Equity Partners, a mid-market private equity firm, faced challenges with disconnected internal systems and inefficient document workflows as its sourcing activity grew. This lack of a centralized ecosystem made it difficult to track deal and relationship data, hindering collaboration and prioritization of opportunities. To address this, the firm turned to vendor Intapp and its Intapp DealCloud and Intapp Collaboration for DealCloud solutions.

Intapp implemented a firmwide technology stack that centralized all operations. DealCloud became the single source of truth for pipeline and relationship tracking, while Collaboration for DealCloud seamlessly integrated with SharePoint to eliminate document fragmentation. This unified solution, enhanced by AI-powered data matching, resulted in a 50% increase in qualified deal flow, a 20% increase in priority deals, and significant time savings by eliminating days of manual work for Alterna Equity Partners.

Alterna Equity Partners