New Forests adopts Intapp DealCloud to bolster capital raising
Intapp (NASDAQ: INTA) announces that New Forests, a global investment management firm, has implemented Intapp DealCloud to modernize its investor relations and fundraising operations. The AI-powered platform will help New Forests manage investor relationships, streamline reporting, and enhance fundraising processes across its global operations in the United States, Southeast Asia, Africa, and Australia.
DealCloud provides New Forests with centralized data management, real-time analytics, and AI capabilities to improve investor relationship management, pipeline building, and event organization. The platform's Applied AI features enable faster data analysis, automated workflows, and improved decision-making based on market trends and firm knowledge.
Sarah Clawson, Global Head of Investor Relations at New Forests, highlighted that DealCloud will enable better investor tracking and a more targeted approach to relationship management.
Intapp (NASDAQ: INTA) annuncia che New Forests, una società di gestione investimenti globale, ha implementato Intapp DealCloud per modernizzare le sue operazioni di relazioni con gli investitori e raccolta fondi. La piattaforma alimentata da IA aiuterà New Forests a gestire le relazioni con gli investitori, a semplificare la reportistica e a migliorare i processi di raccolta fondi nelle sue operazioni globali negli Stati Uniti, nel sud-est asiatico, in Africa e in Australia.
DealCloud fornisce a New Forests una gestione dei dati centralizzata, analisi in tempo reale e capacità di IA per migliorare la gestione delle relazioni con gli investitori, la creazione di pipeline e l'organizzazione di eventi. Le funzionalità di IA applicata della piattaforma consentono analisi dei dati più rapide, flussi di lavoro automatizzati e decisioni migliorate basate su tendenze di mercato e conoscenza dell'azienda.
Sarah Clawson, Responsabile Globale delle Relazioni con gli Investitori di New Forests, ha sottolineato che DealCloud consentirà un miglior tracciamento degli investitori e un approccio più mirato alla gestione delle relazioni.
Intapp (NASDAQ: INTA) anuncia que New Forests, una firma de gestión de inversiones global, ha implementado Intapp DealCloud para modernizar sus operaciones de relaciones con los inversores y recaudación de fondos. La plataforma impulsada por IA ayudará a New Forests a gestionar las relaciones con los inversores, optimizar los informes y mejorar los procesos de recaudación de fondos en sus operaciones globales en Estados Unidos, el sudeste asiático, África y Australia.
DealCloud proporciona a New Forests una gestión de datos centralizada, análisis en tiempo real y capacidades de IA para mejorar la gestión de relaciones con los inversores, la construcción de pipeline y la organización de eventos. Las características de IA aplicada de la plataforma permiten un análisis de datos más rápido, flujos de trabajo automatizados y una mejor toma de decisiones basada en tendencias de mercado y conocimiento de la firma.
Sarah Clawson, Jefa Global de Relaciones con Inversores en New Forests, destacó que DealCloud permitirá un mejor seguimiento de los inversores y un enfoque más dirigido en la gestión de relaciones.
Intapp (NASDAQ: INTA)는 글로벌 투자 관리 회사인 New Forests가 투자자 관계 및 자금 조달 운영을 현대화하기 위해 Intapp DealCloud를 구현했다고 발표했습니다. AI 기반 플랫폼은 New Forests가 투자자 관계를 관리하고, 보고 프로세스를 간소화하며, 미국, 동남아시아, 아프리카 및 호주 전역에서 자금 조달 프로세스를 향상시키는 데 도움을 줄 것입니다.
DealCloud는 New Forests에 중앙 집중형 데이터 관리, 실시간 분석 및 AI 기능을 제공하여 투자자 관계 관리, 파이프라인 구축 및 이벤트 조직을 개선합니다. 플랫폼의 적용된 AI 기능은 데이터 분석을 더 빠르게 하고, 자동화된 워크플로우를 제공하며, 시장 동향 및 회사 지식을 기반으로 한 향상된 의사 결정을 가능하게 합니다.
New Forests의 글로벌 투자자 관계 책임자인 Sarah Clawson은 DealCloud가 더 나은 투자자 추적과 관계 관리를 위한 보다 목표 지향적인 접근 방식을 가능하게 할 것이라고 강조했습니다.
Intapp (NASDAQ: INTA) annonce que New Forests, une société de gestion d'investissements mondiale, a mis en œuvre Intapp DealCloud pour moderniser ses opérations de relations investisseurs et de collecte de fonds. La plateforme alimentée par l'IA aidera New Forests à gérer ses relations avec les investisseurs, à rationaliser les rapports et à améliorer les processus de collecte de fonds dans ses opérations mondiales aux États-Unis, en Asie du Sud-Est, en Afrique et en Australie.
DealCloud fournit à New Forests une gestion centralisée des données, des analyses en temps réel et des capacités d'IA pour améliorer la gestion des relations investisseurs, la construction de pipeline et l'organisation d'événements. Les fonctionnalités d'IA appliquée de la plateforme permettent une analyse des données plus rapide, des flux de travail automatisés et une meilleure prise de décision basée sur les tendances du marché et la connaissance de l'entreprise.
Sarah Clawson, Responsable Mondiale des Relations Investisseurs chez New Forests, a souligné que DealCloud permettra un meilleur suivi des investisseurs et une approche plus ciblée dans la gestion des relations.
Intapp (NASDAQ: INTA) kündigt an, dass New Forests, eine globale Investmentmanagementgesellschaft, Intapp DealCloud implementiert hat, um ihre Beziehungen zu Investoren und Fundraising-Operationen zu modernisieren. Die KI-gesteuerte Plattform wird New Forests dabei helfen, Investor Relations zu verwalten, Berichterstattung zu optimieren und die Fundraising-Prozesse in ihren globalen Operationen in den USA, Südostasien, Afrika und Australien zu verbessern.
DealCloud bietet New Forests eine zentralisierte Datenverwaltung, Echtzeitanalysen und KI-Funktionen, um das Management der Investor Relations, den Aufbau von Pipelines und die Organisation von Veranstaltungen zu verbessern. Die Anwendungen der Plattform ermöglichen eine schnellere Datenanalyse, automatisierte Arbeitsabläufe und verbesserte Entscheidungsfindung basierend auf Markttrends und Unternehmenswissen.
Sarah Clawson, Global Head of Investor Relations bei New Forests, hob hervor, dass DealCloud ein besseres Tracking von Investoren und einen gezielteren Ansatz im Beziehungsmanagement ermöglichen wird.
- Implementation of AI-powered platform to streamline investor relations operations
- Enhanced data management and analytics capabilities for investor relationship tracking
- Automation of manual processes to improve operational efficiency
- None.
Insights
This implementation deal with New Forests marks a strategic win for Intapp in the competitive investment management software space. The adoption of DealCloud by a global investment manager with operations across multiple continents strengthens Intapp's position in the $14.5 billion fund management software market.
The deal's significance extends beyond immediate revenue implications. New Forests' diverse portfolio spanning sustainable timber, carbon projects and conservation finance represents an expansion into the rapidly growing ESG and natural capital investment sector. This positions Intapp to capture market share in an emerging niche with substantial growth potential.
The implementation showcases DealCloud's sophisticated AI capabilities in three critical areas:
- Automated investor relationship management and targeted outreach
- Data-driven decision making through real-time analytics
- Streamlined reporting and workflow automation
From a competitive standpoint, this deal reinforces Intapp's market positioning against rivals like Salesforce Financial Services Cloud and Dynamo Software. The platform's specialized features for capital markets and focus on AI-driven automation create significant barriers to entry and strengthen customer lock-in.
Looking ahead, this implementation could serve as a valuable reference case for similar firms in the alternative investment space, potentially accelerating Intapp's sales cycle and market expansion. The deal also demonstrates the company's execution capability in cross-selling and expanding its global footprint, particularly in the Asia-Pacific region where New Forests maintains a strong presence.
Global investment management firm modernizing investor relations with AI-powered fundraising solutions
PALO ALTO, Calif., Feb. 11, 2025 (GLOBE NEWSWIRE) -- Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announces that New Forests has implemented Intapp DealCloud to modernize its investor relations and fundraising functions. New Forests is a global investment manager of nature-based real assets and natural capital strategies with teams spanning the United States, Southeast Asia, Africa, and Australia. The firm manages a diversified portfolio of sustainable timber plantations and conservation areas, carbon and conservation finance projects, agriculture, timber processing, and infrastructure.
Leading strategic change
“With Intapp DealCloud, we are able to keep better track of our investors, and the entire fundraising process, to ensure we’re offering investors and prospective investors a more targeted and tailored approach to relationship management,” said Sarah Clawson, Global Head of Investor Relations at New Forests. “The AI capabilities within DealCloud will help streamline reporting, investor outreach, and follow ups.”
Modernizing investor relations
DealCloud provides New Forests’ investor relations teams with the insight they need to make important decisions and build long-term relationships with investors. It is a data-powered platform built for capital markets firms that centralizes critical proprietary and third-party data. Access to real-time data and analytics helps New Forests’ IR professionals cultivate existing and prospective investor relationships, build pipeline, organize investor events, and tailor thought leadership content.
Using Applied AI, DealCloud furthers the modernization of investor relations processes through every stage of the process. With AI assistance, IR professionals can analyze data quickly and accurately, and make more informed decisions based on real-time insights, market trends, and existing firm knowledge. DealCloud’s AI capabilities also help automate everyday workflows, identify and communicate with potential new investors, and ensure investor and fundraising activity is recorded for future reference.
Multiplying success with Intapp
“We’re excited to work with New Forests, a leading investment manager across Australia, New Zealand, Southeast Asia, Africa and the United States,” said Rudy Saad, Global Head of Private Equity and Private Capital Markets at Intapp. “With Intapp DealCloud, their IR professionals are empowered with greater visibility into key investor interactions, more targeted business development campaigns, and ultimately better management of capital raising initiatives while automating more manual processes.”
About Intapp
Intapp software helps professionals unlock their teams’ knowledge, relationships, and operational insights to increase value for their firms. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. With Intapp’s portfolio of vertical SaaS solutions, professionals can apply their collective expertise to make smarter decisions, manage risk, and increase competitive advantage. The world's top firms — across accounting, consulting, investment banking, legal, private capital, and real assets — trust Intapp’s industry-specific platform and solutions to modernize and drive new growth. For more information, visit intapp.com and LinkedIn.
About New Forests
New Forests is a global investment manager of nature-based real assets and natural capital strategies, with A
Headquartered in Sydney, New Forests is a Certified B Corp and operates in Australia, New Zealand, Southeast Asia, Africa and the United States. www.newforests.com.
Intapp
Ali Robinson
Global Media Relations Director, Intapp
press@intapp.com
FAQ
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