Case Study: Atlantic Street Capital streamlines deal and relationship management with Intapp DealCloud

Atlantic Street Capital - Customer Case Study

Atlantic Street Capital, an operationally focused private equity firm, needed a better way to manage deal sourcing, fundraising, business development, and relationship data. Before adopting DealCloud from Intapp, the team relied heavily on Excel and found Salesforce did not meet its day-to-day business development needs, creating manual, time-consuming workflows.

Intapp implemented DealCloud with data cleansing and migration, platform configuration, and team training, getting Atlantic Street Capital fully live in two months. The firm now uses the platform for business development, productivity tracking, marketing through Dispatch, and reporting, including 147 dashboards and custom reports that save up to 10 hours per week.

Atlantic Street Capital

Grant Marcks

Head of Business Development