Case Study: Kayne Anderson Real Estate achieves greater efficiency and transparency with Intapp DealCloud

Kayne Anderson Real Estate - Customer Case Study

Kayne Anderson Real Estate, an alternative real estate investor with $9 billion in assets under management, needed a better way to manage deals, relationships, and reporting as Salesforce became cumbersome and inefficient. The firm wanted a configurable enterprise-grade platform that could handle complex many-to-many relationships, improve data entry, and provide stronger native reporting across the business. Intapp’s DealCloud was selected to replace the old process and serve as a centralized hub for data and deal management.

Intapp implemented DealCloud with data cleansing, platform configuration, migration, and full-team training, delivering the solution in just four months. The result was improved transparency and efficiency, faster responses to LP and stakeholder information requests, and stronger user adoption, with 60% of users logging in weekly and 80% monthly. Kayne Anderson also completed DealCloud University training for 14 users, certified 4 platform managers, created 25 dashboards, and reported a dramatic improvement in fundraising efficiency.

Kayne Anderson Real Estate

Anthony Mariano

Director