Data governance best practices for professional and financial services firms
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President, Industries
Imperial Dade selects DealCloud to increase firmwide collaboration
Intapp and ComplySci partner to streamline firm and personal conflict clearance operations
9 email templates for reconnecting with commercial real estate contacts
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Industry Principal, Real Estate
2023 private equity trends: What LPs are saying about the real estate market
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Industry Principal, Real Estate
Intapp named gold winner in the Enterprise Product of the Year – Financial Software category by Best in Biz Awards
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President, Industries
Key indicators that your PE firm needs to implement new technology
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President, Industries
Cuadrilla Capital selects DealCloud as its centralized technology system
How these dealmakers convinced their partners to adopt industry-specific CRM
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President, Industries
Novanta deploys DealCloud for relationship and pipeline management
5 pitfalls of rogue technology for modern CRE dealmakers (and how one system solves for them all)
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President, Industries
FundFire – Buyout performance ‘showing cracks’ but Q3 valuations move little
How legal marketing and business development talent in client-facing roles drives revenue and improves client relationship management
7 types of meetings that private equity firms and investment banks can streamline or eliminate with technology
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President, Industries
Five reasons why technology is your advisory firm’s most valuable asset
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President, Industries
Alternative asset managers need a better way to build institutional knowledge
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President, Industries