European private equity firm Omnes Capital is upgrading its investment and investor relations infrastructure with the adoption of Intapp DealCloud, the relationship intelligence platform from Intapp.

The move signals the firm’s push to standardize data, streamline fundraising operations, and give investment teams better visibility into deals and investor relationships—an increasingly important capability as private capital firms manage complex portfolios and global LP networks.

With more than €6.7 billion in assets under management, Omnes focuses heavily on investments tied to the energy transition, an area seeing rapid growth as institutional investors seek exposure to climate-focused infrastructure and sustainable technologies.

Building a Unified Data Infrastructure

According to Omnes, one of the primary goals behind the implementation was consolidating fragmented systems used across investment, marketing, and investor relations teams.

Private equity firms often operate with multiple tools for managing deals, tracking investor interactions, and maintaining contact databases. Over time, those systems can create inconsistent data and limited visibility across teams.

DealCloud aims to solve that by providing a centralized environment where firms can manage fundraising activities, investor communications, and deal pipelines within a single platform.

“We were looking for one solution that would help us standardize data and processes across our investment and investor relations teams,” said Wael Ilahi.

“DealCloud gives us a unified platform to manage fundraising and LP interactions as well as marketing and communications needs—helping us consolidate and better use our data,” Ilahi said.

AI-Powered Relationship Intelligence

At the core of DealCloud is Intapp’s governed AI framework, designed specifically for professional services firms operating in highly regulated industries such as private equity, investment banking, and legal services.

The platform aggregates firmwide data—including emails, contact details, documents, and shared files—into a centralized relationship intelligence layer.

This enables professionals to:

• Track and forecast deal pipelines
• Monitor investor relationships and engagement
• Identify new fundraising opportunities
• Access real-time insights into industry trends

By combining these insights with automation tools, the platform aims to help investment professionals spend less time managing administrative tasks and more time executing deals.

Automation Reduces Manual Work

A significant part of the platform’s value comes from its automation capabilities.

DealCloud uses automated data capture and signature-scraping technology to collect and organize contact information from emails and communications. The system continuously updates relationship records by integrating data from external systems and internal collaboration tools.

The result is a dynamic relationship map that provides investment teams with a current view of interactions across their network of limited partners, advisors, and industry contacts.

For firms managing large investor ecosystems, keeping that information up to date manually can be a significant operational challenge.

Supporting Growth in Energy Transition Investing

Omnes Capital’s adoption of DealCloud also reflects the growing complexity of fundraising and investor engagement in sectors like energy transition.

As institutional investors increasingly allocate capital toward sustainability-focused funds, private equity firms must manage more sophisticated LP relationships, reporting expectations, and market intelligence.

Rudy Saad says the platform is designed to support these evolving requirements.

“Our AI-powered DealCloud platform enables firms to manage relationships seamlessly while driving targeted fundraising in specialized sectors such as energy transition,” Saad said.

Technology Becomes Core to Private Capital Operations

Across the private equity industry, firms are investing heavily in digital infrastructure to gain better visibility into deal pipelines, investor relationships, and market opportunities.

Platforms like DealCloud are increasingly becoming a central operating system for private capital firms—combining CRM, relationship intelligence, and analytics into a unified environment.

For Omnes Capital, adopting such infrastructure is part of a broader effort to modernize operations and ensure teams have real-time access to the information needed to evaluate opportunities and engage investors effectively.

As competition for capital intensifies across global private markets, firms with stronger data capabilities may find themselves better positioned to identify opportunities, strengthen LP relationships, and close deals faster.

Get in touch with our MarTech Experts.