Case Study: FPE Capital builds scalable relationship management with Intapp DealCloud

FPE Capital - Customer Case Study

FPE Capital, a specialist growth equity investor based in London, needed a better way to manage relationship and deal data as the firm grew. After relying on a legacy CRM and multiple Excel spreadsheets, the team lacked a formal process for tracking, centralizing, and sharing information across prospect companies, intermediaries, and service providers. Intapp’s DealCloud platform was brought in to support more structured knowledge sharing and improve efficiency.

Intapp helped FPE Capital migrate and configure its data into DealCloud in just one month, creating a single secure platform for relationship management, deal tracking, and reporting. The implementation led to structured processes, stronger collaboration, and deeper visibility into the pipeline, with 10–20 daily logins per professional, 130+ dashboards built, and a 3x increase in the number of companies the firm is tracking.

FPE Capital

Ben Cole

Investment Manager