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
Private equity Wire – Latest DealCloud Dealmaker Pulse Survey uncovers recession-driven opportunities for dealmakers
DealCloud Dealmaker Pulse Survey uncovers recession-driven opportunities for dealmakers amid market uncertainty
GP Bullhound selects DealCloud to drive firmwide connectivity and collaboration
8 change management tips to help CRE teams ease new software adoption
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President, Industries
Better manage material non-public information and conflicts
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Senior Industry Strategist, Risk & Compliance
How to organize your corporate development deal sourcing
Commercial Observer – Proptech in 2023: top principals and investors sound off 
3 steps for better collaboration within capital market deal teams
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President, Industries
How dealmakers at an investment banking firm are winning new business and preserving existing revenue
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President, Industries
DealCloud wins Best Deal Origination Technology at the Private equity Wire US Awards 2022
CRM for accountants: Why traditional CRMs fail to meet the needs of accounting firms
Strategic account management for law firms: How strategic account programs can support your top clients and position your client team as trusted advisors
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Senior Director, PGL DealCloud
Livingbridge selects DealCloud for relationship management, fundraising, and client services activities
How the right tech improves efficiency for ventures operations managers
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President, Industries