Why We Built an Integration with Intapp DealCloud (And Why Your CRM Shouldn't Do Everything)

Today we're announcing our integration with Intapp DealCloud, a market-leading CRM for private capital. Fund managers can now import investor data directly from DealCloud into Passthrough and track onboarding progress in real time — all without leaving their CRM.

For capital raising and investor relations teams, this eliminates duplicate data entry, inconsistent records, and toggling between tools. Fund workflows now move faster, with fewer errors and less busywork.

Why Specialization Beats Feature Creep

Fund managers face constant pressure to consolidate their tech stack. Some CRM vendors promise they can handle investor onboarding too. Some e-signature platforms claim they can manage your entire fundraising process. It's tempting to believe one tool can do it all.

But there's a big difference between a feature and a solution.

DealCloud excels at relationship management, deal tracking, and fundraising workflows because that's what they built it to do. We excel at investor onboarding and financial crime compliance because that's all we do. When specialized tools connect seamlessly, you get the best of both worlds without compromising quality.

How We Built This Integration

We designed this integration to make investor onboarding practically automatic:

Import fund and investor data — Map your DealCloud funds and select investors to onboard with a few clicks. No dev work required.

Launch onboarding workflows instantly — Start subscription documents, KYC/AML, and tax forms directly from DealCloud.

Sync status updates automatically — Real-time progress flows back into DealCloud, so your fundraising team always knows where each investor stands.

The integration works out of the box with any DealCloud environment and is fully self-service — no IT tickets required.

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Why We Built This

Before: IR teams manually rekeyed data between systems. Fundraising and ops teams juggled updates across multiple tools. Visibility into investor progress required constant coordination.

Now: IR teams can stay in DealCloud. Legal and fundraising teams can stay in Passthrough. Everyone has real-time access to investor status in the tools they already use.

With this integration, we're giving fundraising teams instant access to LP onboarding information without ever leaving DealCloud. We're eliminating duplicate work, improving accuracy, and helping firms close faster.

Why This Partnership Works

Passthrough is the only investor onboarding and financial crime compliance solution purpose-built for automating fund workflows. Our partnership with Intapp DealCloud connects two industry-leading platforms:

Intapp DealCloud — The market-leading CRM for private capital, trusted by over 2,500 firms globally to manage relationships, track deals, and accelerate fundraising.

Passthrough — The investor onboarding platform that makes subscription documents and KYC/AML painless for fund managers worldwide.

Together, we're creating fundraising workflows that work the way your team does.

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What's Next

We're rapidly expanding our integration ecosystem because fund managers deserve tools that work together, not against each other. Passthrough connects into your existing tech stack to make everything work better.

Ready to see how Passthrough and DealCloud can accelerate your next raise? Book a demo to see the integrated experience in action.

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