New Forests adopts Intapp DealCloud to bolster capital raising

Rhea-AI Summary

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.

Positive

• 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

Negative

• None.

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$11.6 billion in assets under management across more than 4.2 million hectares of investments. We manage a diversified portfolio of sustainable timber plantations and conservation areas, carbon and conservation finance projects, agriculture, timber processing and infrastructure. We aim to generate shared prosperity for our clients and the communities in which we operate and accelerate the transition to a sustainable future (as at 30 June 2024).

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

What impact will DealCloud implementation have on INTA's market position in 2025?

The implementation of DealCloud by New Forests strengthens Intapp's position in the investment management sector, demonstrating the platform's value for global firms managing complex investor relations and fundraising operations.

How does Intapp DealCloud's AI technology benefit investment management firms?

DealCloud's AI technology helps firms analyze data quickly, automate workflows, identify potential investors, track relationships, and make informed decisions based on real-time insights and market trends.

What specific features does INTA's DealCloud offer for investor relations?

DealCloud offers centralized data management, real-time analytics, automated workflow tools, investor relationship tracking, pipeline building capabilities, and event organization features.

How will New Forests utilize INTA's DealCloud platform in their operations?

New Forests will use DealCloud to track investors, manage fundraising processes, provide targeted investor relationship management, streamline reporting, and automate investor outreach and follow-ups.