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Blog

September 9, 2026

Teaching AI your firm’s language: How ontologies reduce hallucinations and drive down token consumption

Investment banking
Private capital
Intapp Celeste
Intapp DealCloud

Without a firm-specific ontology, AI guesses at your data — and gets it wrong. Learn how private capital firms and investment banks reduce hallucinations and cut token costs with Intapp DealCloud.

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August 24, 2026

How leading consulting firms turn risk intelligence into a growth advantage

Consulting
Intapp Celeste
Intapp Conflicts
Intapp DealCloud
Intapp Employee Compliance
Intapp Intake
Intapp Walls

Maria Volokh

Practice Group Leader, Accounting and Consulting

Consulting firms still run conflicts checks on email and memory, and it costs them speed. See how risk intelligence, connected intake and conflicts data, and agentic AI help firms say yes faster and prove every decision.

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July 29, 2026

The firms winning the most business aren’t the ones pitching hardest.

Legal
Intapp Celeste
Intapp DealCloud

The firms winning the most business aren’t pitching harder. They’re operating on better intelligence. Here’s what that looks like in practice.

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July 21, 2026

How Firm AI unlocks value across every stage of the private capital investment lifecycle

Private capital
Intapp Celeste
Intapp DealCloud

Discover how agentic Firm AI for private capital markets helps firms unlock value at every stage of the investment lifecycle.

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August 18, 2026

Alt360 and Intapp Announce Partnership to Accelerate DealCloud Adoption Across the Private Capital Middle Market

Alt360, a private markets technology and services firm focused on AI-enabled modernization for alternative investment operations, today announced a new partnership with Intapp, the governed […]

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July 29, 2026

The firms winning the most business aren’t the ones pitching hardest.

The firms pulling ahead in business development right now aren’t outpitching their competitors. They’re out-knowing them. They know which client relationships are cooling before the […]

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July 21, 2026

How Firm AI unlocks value across every stage of the private capital investment lifecycle

Research indicates that private capital firms get the greatest value from AI when it’s applied in a structured, consistent way across the investment lifecycle. Yet […]

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July 9, 2026

Wotton Kearney selects Intapp DealCloud with Celeste to power relationship intelligence and AI-driven growth

Asia Pacific’s leading specialist insurance and risk legal business invests in purpose-built growth platform to deepen client relationships and support international expansion PALO ALTO, Calif. […]

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June 16, 2026

What the AI-readiness gap is costing your investment banking firm – and how you can close it

Every major investment banking and advisory (IB&A) firm has an AI strategy these days. But many of those firms aren’t actually AI-ready: they lack the […]

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June 15, 2026

What it means to be a data-driven private capital firm

The phrase “data-driven” has become so overused in private markets that it’s nearly lost meaning. Every firm claims it. Pitch decks reference proprietary data, systematic […]

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June 9, 2026

Ensis Partners selects Intapp DealCloud with Celeste to build a best-in-class deal and relationship management infrastructure

Newly launched restructuring-focused investment bank selects Intapp DealCloud to track relationships, manage deal pipeline, and scale with confidence PALO ALTO, Calif. — June 09, 2026 […]

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June 4, 2026

The AI-readiness gap in private capital — and what it’s costing your firm

Your private capital firm probably has an AI strategy. But is your firm AI-ready? If you’re stuck in an ongoing cycle of AI point-tool pilots […]

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June 3, 2026

Portfolio intelligence is becoming a competitive advantage in sponsor coverage

Brian Bissonette

Industry Principal, Investment Banking

The previous article in this series examined the forces widening the operating model divide: mandate concentration, intelligence complexity, and the compounding advantage of agentic AI. […]

June 3, 2026

In a winner-take-most market, every deal and pitch counts

Brian Bissonette

Industry Principal, Investment Banking

The previous article in this series examined how fragmented data is impacting coverage precision. This article explores how modern operating models are redefining deal velocity. […]

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June 3, 2026

Beyond go-live: How to turn your CRM into a growth engine

Jon Brewer

Senior PS DealCloud Growth Director

Go-live is a milestone. It’s not the finish line. Yet for many firms, CRM projects stall right after launch. The system is live, users are […]

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June 2, 2026

Why intelligence is the new advantage in private wealth capital flows

David Daum

Senior Manager, Account Management

Capital flows from private wealth are becoming more dynamic, more competitive, and more complex. In this environment, intelligence — not just data — is emerging […]

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June 2, 2026

How leading firms are building institutional‑grade operating layers

David Daum

Senior Manager, Account Management

The firms gaining an edge in private wealth distribution share one thing in common: Rather than simply adding headcount, they redesigned their operating model before […]

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June 2, 2026

The infrastructure gap slowing private wealth distribution

David Daum

Senior Manager, Account Management

Private wealth teams are scaling faster than the infrastructure supporting them — and the gap is widening. Private wealth is becoming a defining growth engine […]

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May 28, 2026

The strategic risk leader: Building the capabilities that will define the next decade

Maria Volokh

Practice Group Leader, Accounting and Consulting

Ten years from now, the most effective risk leaders in accounting will operate very differently than their current counterparts. The capabilities required to lead risk […]

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May 28, 2026

The full-portfolio view: How risk intelligence creates strategic advantage at scale

Maria Volokh

Practice Group Leader, Accounting and Consulting

Most accounting firms are reasonably good at evaluating individual engagements. They have intake processes, conflict checks, independence protocols, and approval workflows. Partners make judgment calls, […]

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May 28, 2026

Ropes & Gray selects Intapp DealCloud and Celeste to power firmwide growth and bring agentic AI to its lawyers

Ropes & Gray selects Intapp DealCloud and Celeste to power firmwide growth and bring agentic AI to its lawyers Am Law 100 firm deploys DealCloud […]

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May 26, 2026

Arkwright Consulting chooses Intapp DealCloud to centralize relationships and accelerate business development

The Nordic strategy and management consultancy will use Intapp DealCloud to unify pipeline management, strengthen client relationships, and drive firm growth PALO ALTO, Calif. — […]

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May 22, 2026

Leading change that sticks: a practical guide for law firm CRM transformation

Gemma Prescott

Practice Group Leader - DealCloud

CRM change management in law firms has a reputation problem. Not because change is inherently hard, but because the traditional approach has typically failed. The […]

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May 19, 2026

How to make the right CRM choice for accounting and consulting firms

Brandon Eloy

Practice Group Leader, DealCloud

Every evaluation team has been in this meeting. The CRM evaluation is down to two or three options, someone flags that one of them is […]

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