Case Study: The Riverside Company streamlines operations and strengthens compliance with Intapp DealCloud

The Riverside Company - Customer Case Study

The Riverside Company, a global investment firm, needed to overcome disparate applications, manual workflows, and compliance-heavy processes that were slowing deal operations and creating duplicate work. To modernize its internal dealmaking processes, Riverside turned to Intapp’s DealCloud platform.

With Intapp’s DealCloud, Riverside centralized data, automated deal-screening memos, tear sheets, monthly deal-metrics reports, HR-based record updates, wire approvals, and RIC voting workflows. The result was faster reporting, stronger compliance, improved collaboration, and better decision-making; for example, deal-metrics reports that once took hours per fund now take minutes, while the firm also improved visibility, accountability, and corporate culture across offices.

The Riverside Company

Russell Leupold

Director Product Management and Application Services