Palo Alto, California-based Intapp announced that Paine Schwartz Partners (PSP), a global private equity firm specializing in sustainable food chain investing, has chosen Intapp DealCloud to centralize its business development and capital markets data, streamline pipeline and relationship management, and drive firm growth.
Paine Schwartz Partners, with $6.5 billion in assets under management and over 100 investments across more than two decades, focuses on using technology to enhance productivity. The firm’s adoption of DealCloud aligns with its strategy to equip professionals with advanced tools for scaling operations.
Govert Barbas, Managing Director and Head of Business Development and Capital Markets at PSP, stated, “As PSP continues to grow and we increasingly lean into advanced technologies like AI, we need our partners to be equally as focused on growth and innovation. We’re excited to leverage DealCloud’s AI-driven relationship intelligence, sourcing, and origination capabilities, along with its Microsoft SharePoint integration, to continue to build a best-in-class database for our specialized sectors that drives successful deal sourcing and origination.”With Intapp DealCloud, PSP aims to manage deal flow origination and client relationships through a single, centralized platform. This integration is expected to enhance collective firm intelligence, improve the tracking and forecasting of deals and pipelines, and accelerate execution. The platform’s advanced AI technology and automation features will be incorporated into PSP’s daily workflows, enabling professionals to make more informed, data-driven decisions based on real-time insights into investment trends, industry developments, and relationships.
The system is designed to reduce the time spent on data entry through automated data capture and signature-scraping technology, allowing teams to dedicate more effort to deal-making. Furthermore, PSP will utilize Intapp Assist for DealCloud, which provides native generative AI capabilities. Intapp Assist is designed to improve operational efficiency and assist professionals in managing deals and engagements by offering precise insights and recommendations, streamlining workflows, increasing productivity, and enriching firm intelligence. It also supports personalized interactions with contacts through suggested email content and delivers actionable insights for key contacts via an AI-driven relationship intelligence feed.
To ensure a smooth and effective deployment, PSP is collaborating with LEDA Group, an Intapp partner specializing in the implementation and long-term value realization of DealCloud. LEDA Group, whose founding team previously worked with Intapp DealCloud technology, will apply its established implementation playbook and hands-on deployment approach to achieve a high-quality outcome for PSP’s investment professionals.
Rudy Saad, Global Head of Private Equity and Private Capital Markets at Intapp, commented, “We are thrilled that Paine Schwartz Partners chose Intapp DealCloud to optimize its business development and capital markets operations and embrace AI-driven innovation. With centralized, governed data and AI capabilities, PSP will be able to use its extensive firmwide intelligence to focus on sourcing the right deals within its specialized markets.”Intapp provides AI-powered solutions for professionals in advisory, capital markets, and legal firms, focusing on helping clients leverage their knowledge and relationships to drive value.
Paine Schwartz Partners is a private equity firm dedicated to sustainable food chain investing, operating with a proactive, thesis-driven approach across the food and agribusiness value chain.
LEDA Group is a tech-enabled services company that offers implementations, outsourced platform management, and technical services for select technology products, specifically known for its expertise with Intapp DealCloud.
