These are the must-read books for capital markets professionals looking to strengthen and focus best business practices for 2020.

Learn more about intelligent dealmaking and the 5 steps you can take to build a smarter, more efficient deal ecosystem.

Private equity lender relationship management needs starts by evaluating and analyzing data to creating a consistent evaluation strategy.

How third-party data can deepen intelligence, and the importance of data stewardship, by Preqin and DealCloud. This article was originally published on the Preqin website.  […]

We outline the key tenets of Business Intelligence Thinking and how the most effective dealmakers can leverage the use of business intelligence software to increase operational efficiency and success.

Explore three alert configurations we recommend for private equity firms looking to better leverage their data and analytics.

This article outlines key user adoption strategies for successfully rolling out a CRM, with tips like emphasizing data quality, setting up duplication rules, tracking usage, leveraging notifications/workflows, and securing executive buy-in.

Throughout my life, I’ve always gotten really excited about the latest and greatest technologies. I remember thinking floppy disks were revolutionary. Now, neither my kids […]

Learn more about the five key people who will play a crucial role on your “CRM Team" when selecting and investing in a CRM solution for your business.

Boost private equity performance in 2023 with two key dashboards: Executive Network and Risk Analysis. Maintain talent connections, mitigate risks, and propel growth. Download DealCloud resources today!

Creating a 100 day plan for your private equity firm? Learn our key takeaways for seamless CRM implementation from clients who have successfully integrated a CRM at their firm.

Learn about key trends shaping dealmaking and private capital markets including easier fundraising, growth of private companies, dry powder, and the private equity vs public markets debate. Understand how leading software platforms like DealCloud, Intapp, and OnePlace help investment managers respond to market changes.