Case Study: FSN Capital achieves firm-wide deal visibility with Intapp DealCloud

FSN Capital - Customer Case Study

FSN Capital, an investment advisory firm with over €2 billion under management, sought to improve its CRM capabilities to enhance deal and relationship management. Using a system that only functioned as a reporting tool, the firm wanted a highly configurable, industry-specific platform to increase transparency and collaboration across its four offices. This challenge led them to partner with Intapp and implement its DealCloud service.

Intapp implemented its DealCloud platform, a solution purpose-built for private equity, which consolidated FSN Capital’s critical information and business processes into a single system of record. The results included over 160 custom dashboards for tracking KPIs and pipeline activity, significantly less time spent on reporting, and firm-wide visibility that improved sourcing and collaboration. Intapp's solution provided FSN Capital with a solid data foundation, enabling more informed investment decision-making and a more connected, efficient operation.

FSN Capital

Christopher Conradi

Chief Digital Officer