The leveraged finance and debt capital markets are hot, but they’re also high-risk: According to S&P Global’s ratings research, an estimated $11 trillion in corporate […]

M&A teams across all industries often struggle with workflow friction points that slow down their pipelines and initiatives. According to Bain & Company’s Global M&A […]

Intapp knows that adopting new technology can be a major undertaking, which is why we ensure successful implementation. Our dedicated teams will help onboard your staffers and integrate Intapp DealCloud into day-to-day processes, so that your firm is set up for success from day one.

We’ve compiled a list of our favorite commercial real estate podcasts for 2023 that are worth your time and attention.

Create your own effective private equity 100-day plan for CRM onboarding and ensure your implementation process goes smoothly.

Check out the top 3 ways building strong relationships can help you improve the due diligence process.

Finding the proper technology to manage deals at every stage of the pipeline has always been a challenge for venture capital (VC) firms. Never has […]

Read our five reasons why your firm should invest in capital markets marketing by incorporating content marketing and communications programming into your strategy.

In reality the quality of data in most CRMs is poor – records are incomplete, information is missing, and contact information is outdated — leaving partners and clients unsatisfied. Next-gen CRM systems are designed to solve these data issues. They include automatic data capture from email signatures and calendar entries, so there’s no data-input needed, and they integrate with key third-party data sources so that professionals can access all the information they need on a single platform.

Track improvements to your private capital deal velocity and other leading key performance indicators with DealCloud.

Check out the top 5 venture capital trends of 2023 to predict the best ways to move forward with your investments.

Generic, first-generation CRM systems were built to support companies with high sales volumes of standardized products. But financial and professional services firms have different operating models based on lower transaction volumes at higher values. Learn how industry-specific, second-generation CRMs with purpose-built data models and workflows can help your firm discover, win, and execute more business.