Your private capital team spends much of its day in Microsoft Outlook, moving between deal flow and investor conversations, and Intapp DealCloud with Celeste lets you keep that work in one place.

In this 45-minute session, Joe Grimaldi, Senior Solutions Consultant at Intapp, walks through the day-to-day workflow of a private capital professional. See how incoming deal materials arrive in your inbox, get logged to DealCloud without leaving Outlook, and show up in your deal reporting. Then follow the same fund into fundraising, where Celeste helps you prepare investor follow-up from your own relationship data.

What you'll see

- Deal management: Receive deal materials in Outlook, log them directly to DealCloud, and review them in a DealCloud report.

- Fundraising and investor relations: Use the same fund to prepare a follow-up with an investor, with Celeste working inside Outlook.