Kevin Collins

About Kevin Collins

At Intapp, I partner closely with senior leaders (COO, CTO, CCO, Investment, IR, and Operations) to design practical, AI-ready operating models with DealCloud as the system of record for relationship intelligence, deal execution, and governance.My work focuses on three connected dimensions:AI-Ready Data & ArchitectureI help firms structure, govern, and contextualize high-value relationship and deal data so it can safely power analytics and AI, often integrating with other enterprise platforms. The emphasis is on clean inputs, permissions, and institutional context, which ultimately determine whether AI delivers real value.Workflow-Embedded AI (Not Standalone Tools)I work with clients to embed AI directly into front-office and investment workflows, supporting use cases such as deal and meeting summarization, narrative drafting, relationship signals, recommendations, and zero-data-entry capture. The goal is AI that augments how professionals already work, rather than another disconnected interface.Governance, Risk, and ScaleA core part of my role is helping firms adopt AI responsibly—designing architectures where information barriers, conflicts, permissions, and auditability are enforced by design. This enables firms to scale globally without increasing regulatory, MNPI, or reputational risk.Across engagements, I lead AI discovery sessions, multi-product PoCs, and value-realization programs, working cross-functionally with product, compliance, and business teams. I’m less focused on features and more focused on outcomes: reduced manual effort, faster decisions, improved visibility, and durable institutional memory.

Experience

1. Value Engineer

   Intapp

   Apr 2025 — Present · NY, US

   As a value-focused sales professional at Intapp, I help private equity, investment banking, and asset management clients rethink their approach to digital transformation. I specialize in aligning DealCloud and the broader Intapp suite to strategic outcomes by bringing quantifiable value to the table through business case modeling, ROI narratives, and outcome-based selling.With deep expertise in private markets technology, I work hand-in-hand with client stakeholders and internal teams to:• Illuminate the cost of status quo workflows in PE/IB and articulate a path to operational scale• Develop custom business cases and financial models tailored to each firm’s strategy• Guide firms through CRM modernization, data consolidation, and AI-readiness• Equip executive champions with the tools to drive consensus and unlock internal buy-in• Champion adoption strategies rooted in measurable business outcomes, not just features

Education

• Drexel University's LeBow College of Business

  Bachelor’s Degree, Economics

  2015 — 2018

• Valley Forge Military Academy

  High School DIploma

  2007 — 2011

Skills

• Teamwork
• Factset
• Financial Modeling
• Microsoft Word
• Fixed Income
• Leadership
• Investments
• Customer Service
• Microsoft Office
• C++
• Management
• Private Equity
• Bloomberg
• Social Media
• Microsoft Excel
• Powerpoint
• Bloomberg Terminal
• Research
• Financial Analysis
• Python