Blog

Blog

September 21, 2022

Intapp partners with Equilar to enhance relationship intelligence and accelerate business development efforts

Native access to corporate leadership data expands the reach of professional networksand gives professional and financial services firms a competitive advantage Palo Alto, Calif., September […]

Continue reading

September 20, 2022

Innovative law firm relationship management

Christopher Raymond

Practice Group Leader - DealCloud
Chris Whitmore

Senior Director, PGL DealCloud

Keeping track of your law firm’s many client relationships is difficult enough, but gathering and leveraging key insights about those relationships is nearly impossible if […]

Continue reading

September 14, 2022

Saratoga Investment Corp. selects DealCloud for deal and relationship management

Saratoga Investment Corp. (NYSE:SAR), a business development company that provides debt financing and equity capital to midmarket companies in the U.S., has selected DealCloud as […]

Continue reading

September 13, 2022

Jolt Capital selects DealCloud to support the firm’s investor relations function

Jolt Capital, a Paris-based growth equity firm, has selected DealCloud as its firmwide technology platform to support its investor relations (IR) function. The firm will […]

Continue reading

September 13, 2022

Astara Capital Partners selects DealCloud to track relationships and deal flow

Astara Capital Partners, a New York City–based private equity firm, has selected DealCloud to track its pipeline, relationship, and investment processes. “Astara is excited […]

Continue reading

September 8, 2022

Northlane Capital Partners selects DealCloud to track deal flow

Northlane Capital Partners (NCP), a Bethesda, Maryland–based midmarket private equity firm focused on healthcare and business services, has selected DealCloud as its single source of […]

Continue reading

September 7, 2022

Bansk selects DealCloud to manage relationships and pipeline

Bansk Group, a consumer-focused investment firm based in New York City, has selected DealCloud as its firmwide CRM and deal management system. The firm will […]

Continue reading

August 30, 2022

Gathering and leveraging client feedback: How law firms are using client training programs, interviews, surveys, and matter debriefs to surface BD opportunities and address service gaps

Until recently, most law firms took an unstructured approach to soliciting client feedback. Perhaps they made efforts to collaborate with clients to co-author articles, or […]

Continue reading

August 26, 2022

At-risk programs for law firms: Applying data analytics to strengthen client relationships and increase retention

In a fragile economic environment, law firms are focused on retaining their client base by ensuring that their client relationships remain strong and diversified across […]

Continue reading

August 23, 2022

Equip your dealmakers with modern relationship management solutions

Ben Harrison

President, Industries

In this digital age, new connections are more attainable than ever before. Dealmakers are facilitating an increasing amount of complex, strategic relationships, and can no […]

Continue reading

August 23, 2022

Drive real-time reporting for your commercial real estate firm

Frank Spadafora

Industry Principal, Real Estate

For commercial real estate firms, having access to the most up-to-date and accurate data possible is imperative for dealmakers to make real-time decisions that move […]

Continue reading

August 17, 2022

How investment bankers should create a change management plan for software adoption

Brian Bissonette

Industry Principal, Investment Banking

Firmwide software adoption initiatives fail more often than they succeed, often because professionals either struggle to learn their new technology or use it in siloed, […]

Continue reading

August 11, 2022

Promoting better decision-making in commercial real estate

Frank Spadafora

Industry Principal, Real Estate

Technology is rapidly transforming the commercial real estate (CRE) industry, primarily due to growth in available data across markets and assets. However, a data increase […]

Continue reading

July 27, 2022

Content strategy for law firms: How to increase and sustain client engagement by optimizing the digital client journey

Gemma Prescott

Practice Group Leader - DealCloud

Over the past decade, the concept of the digital client journey has taken hold and flourished in the legal industry, with law firms building robust […]

Continue reading

July 26, 2022

DealCloud and Cherre partner to expand access to commercial real estate data for investors

Direct access to property-level data and market intelligence improves identification, due diligence, and acquisitions and pipeline management PALO ALTO, Calif., July 26, 2022 — Intapp […]

Continue reading

July 20, 2022

5 must-have security features for M&A technology

Ben Harrison

President, Industries

With cyberattacks on the rise, investing in the right M&A technology is more important than ever. A 2021 IBM report found that more than one […]

Continue reading

July 19, 2022

Developing dealmakers: How to turn your M&A analysts into industry leaders with L&D initiatives

Ben Harrison

President, Industries

The number-one driver of workplace culture is the opportunity to learn and grow, according to a recent LinkedIn survey. Although many dealmakers apply learning and […]

Continue reading

July 19, 2022

4 generations at work: How capital markets firms can leverage differences across internal teams

Amit Lalwani

Vice President, Financial Services

With four strikingly different generations at work, it can be difficult to run your capital markets firm as one cohesive, collaborative unit. Age diversity in […]

Continue reading

July 19, 2022

DealCloud named best CRM and deal-origination technology at the 2022 Drawdown Awards

Deal management, CRM, and relationship intelligence platform recognized forexcellence and innovation among service providers PALO ALTO, Calif. — July 19, 2021 — Intapp (NASDAQ: INTA), a leading […]

Continue reading

July 18, 2022

SPX Corporation selects DealCloud as its single source of truth

SPX Corporation, a Charlotte, North Carolina–based global supplier of highly engineered products and technologies, has selected DealCloud as its single source of truth. The firm […]

Continue reading

«
1
…
11
12
13
14
15
…
32
»