Seamless deal-to-portfolio analysis now available in DealCloud platform through new partnership with Untap

Rhea-AI Summary

Intapp Announces Partnership with Untap

PALO ALTO, Calif., April 20, 2023 (GLOBE NEWSWIRE) -- Intapp (NASDAQ: INTA) has formed a strategic partnership with Untap to enhance portfolio management solutions within DealCloud. This collaboration enables clients to access performance data directly, streamlining financial data acquisition from portfolio companies.

The partnership focuses on key areas including:

• Streamlined Financial Data Acquisition: Efficient extraction from spreadsheets and ERP systems.
• Value Creation and ESG Planning: Configurable playbooks and KPI libraries.
• Advanced Analytics: Automated production of investor reports and AI assistance for queries.

This integration aims to support investors in managing their portfolios effectively, enhancing their operational capabilities.

Positive

• Strategic partnership with Untap enhances portfolio management solutions.
• Streamlined financial data acquisition improves operational efficiency.
• ESG planning capabilities integrated into portfolio management tools.
• Automated investor reporting saves time and resources.

Negative

• None.

New partnership provides native access to Untap portfolio monitoring, value creation, and ESG control within DealCloud

PALO ALTO, Calif., April 20, 2023 (GLOBE NEWSWIRE) -- Intapp (NASDAQ: INTA), a leading provider of cloud-based software for the global professional and financial services industry, today announced a new partnership with Untap enabling investors to visualize reports and analysis of portfolio performance directly within DealCloud.

Through this partnership, Intapp clients using Untap’s portfolio management solution can now directly access their portfolio performance data within DealCloud. Untap’s integration with DealCloud addresses core needs for middle-office investor operations, including:

• Streamlined financial data acquisition from portfolio companies. Powerful data collection technology extracts information from spreadsheets or directly from portfolio companies’ ERP systems.
• Proactive value creation and ESG planning. Highly configurable playbooks and KPI libraries, with built-in ESG planning considerations, let users create and track progress against value creation plans.
• Advanced analytics and automated LP reporting. Working as part of the suite or stand-alone, Untap consolidates data from different sources to automate the production of quarterly investor reports and offers a powerful AI assistant that streamlines responses to ad hoc investor requests.
  

“Today’s investor needs integrated technology solutions that allows them to move seamlessly from deal execution to portfolio management,” said Ben Harrison, President of Financial Services at Intapp. “That’s why we’re excited to partner with Untap to help investors analyze portfolio performance directly in their day-to-day deal management platform.”

“Our collaboration with DealCloud offers investors a combination of best-of-breed solutions that work seamlessly together to deliver value,” said Juan Manrique, Founder and CEO of Untap. “Integrating DealCloud’s unparalleled front-office capabilities with Untap’s innovative middle-office functionality offers midmarket investors a perfect solution for their entire digital strategy.”

About Intapp
Intapp makes the connected firm possible. We provide cloud software solutions that address the unique operating challenges and regulatory requirements of the global professional and financial services industry. Our solutions help more than 2,200 of the world’s premier private capital, investment banking, legal, accounting, and consulting firms connect their most important assets: people, processes, and data. As part of a connected firm, professionals gain easy access to the information they need to win more business, increase investment returns, streamline deal and engagement execution, and strengthen risk management and compliance. For more information, visit intapp.com and connect with us on Twitter (@intapp) and LinkedIn.

About Untap:
Untap Software, a portfolio company of Nucleus DNA, is the next-generation solution for portfolio management in private capital markets. Untap is designed to help private capital funds manage their investments in the most proactive and data-driven ways. From the collection of financial and operational KPIs to the monitoring of strategic initiatives, ESG objectives, and automated LP quarterly reports, Untap is built around the new digital requirements of the most successful General Partners. For more information, visit www.untap.pe.

Contact

Intapp
Ali Robinson
Global Media Relations Director, Intapp
press@intapp.com
678-909-0703

FAQ

What is the new partnership announced by Intapp?

Intapp has partnered with Untap to integrate portfolio management solutions within DealCloud.

How does the Intapp and Untap partnership benefit investors?

The partnership allows investors to visualize portfolio performance data directly, streamlining financial operations.

What are the key features of the Intapp and Untap collaboration?

Key features include streamlined data acquisition, ESG planning, and advanced analytics for reporting.

When was the partnership between Intapp and Untap announced?

The partnership was announced on April 20, 2023.

What stock symbol is associated with Intapp?

Intapp's stock symbol is INTA.