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Blog

November 7, 2022

How dealmakers at an investment banking firm are winning new business and preserving existing revenue

Ben Harrison

President, Industries

This article was originally published by the South Florida Business Journal. To read the original, click here. We all know that if there are fewer […]

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November 2, 2022

DealCloud wins Best Deal Origination Technology at the Private equity Wire US Awards 2022

Deal and pipeline management platform recognized forenabling private equity professionals to better source and originate deals Palo Alto, Calif., November 2, 2022 — Intapp (NASDAQ: INTA), […]

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October 28, 2022

CRM for accountants: Why traditional CRMs fail to meet the needs of accounting firms

Today’s accounting clients seek a wide breadth of nonlinear, on-demand services. Unfortunately, traditional CRMs focus on linear, transactional buyer’s journeys rather than multidirectional, interdepartmental relationships. […]

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October 26, 2022

Strategic account management for law firms: How strategic account programs can support your top clients and position your client team as trusted advisors

Chris Whitmore

Senior Director, PGL DealCloud

Designed and executed well, strategic account management programs can help law firms forge strong, sustainable alliances with clients whose businesses align with their own long-term […]

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October 24, 2022

Livingbridge selects DealCloud for relationship management, fundraising, and client services activities

Livingbridge, a midmarket private equity firm, has selected DealCloud as its centralized technology to support relationship management, fundraising, and client services activities. The firm will […]

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October 12, 2022

How the right tech improves efficiency for ventures operations managers

Ben Harrison

President, Industries

We went from a 5,000-line spreadsheet to DealCloud. It changed our lives. Arc Ventures, a New York–based venture capitalist (VC) firm specializing in founders, relies […]

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October 5, 2022

Pitch and RFP analysis for law firms: Leveraging proposal analytics to increase content relevance and win rates

Prior to automated pitch and RFP analysis, legal marketing and BD teams often spent weeks drafting and organizing the necessary documents to deliver to client […]

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October 5, 2022

Venture capital versus private equity relationships — and how to improve both

Ben Harrison

President, Industries

Private capital investors and fund managers purchase a wide range of alternative assets, and the relationships involved in these deals vary depending on which securities […]

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September 30, 2022

PM Magazine – How will the arrival of NewLaw business models shape law firm marketing functions?

NewLaw models present an opportunity for firms to reimagine how they respond to client needs whilst providing a catalyst for marketing and business development leaders […]

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September 26, 2022

Bengur Bryan selects DealCloud to centralize information and manage relationships

Bengur Bryan, an investment bank based in Baltimore, Maryland, has selected DealCloud to better manage its relationships and centralize the flow of information and reporting […]

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September 26, 2022

Modernize your private equity marketing to attract LPs, intermediaries, and private companies

Ben Harrison

President, Industries

As we near the end of 2022, deal volume, transaction sizes, and fundraising are all trending downward. That said, dry powder is still up, and […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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