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February 2, 2022

Intapp Named 2022 Legal Technology Trailblazer by The National Law Journal

Annual NLJ List Recognizes Leading Innovative Companies Serving the Legal Industry Palo Alto, Calif., February 2, 2022 – Intapp (NASDAQ: INTA), a leading provider of […]

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January 31, 2022

BC Partners Selects DealCloud for CRM, Fundraising, and Marketing

January 31, 2022 – BC Partners, a leading alternative investment manager focused on private equity, credit, and real estate, has selected DealCloud to provide centralized […]

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January 27, 2022

Sera Global Selects DealCloud for Deal Management, CRM, and Fundraising

Sera Global, a leading independent real assets advisor co-headquartered in New York and London, has selected DealCloud for deal management, CRM, and fundraising. “We’re […]

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January 25, 2022

Beth Cuzzone Joins Intapp as Global Practice Group Leader for Marketing and Business Development Solutions

Intapp is proud to announce that Beth Cuzzone has joined our team as Global Practice Group Leader focused on our marketing and business development solutions. […]

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January 18, 2022

Three ways investment banks can use pipeline management technology for staffing and productivity tracking

Ben Harrison

President, Industries

Productivity tracking is no longer a nice-to-have process for investment banking and M&A advisory firms. With remote and hybrid work becoming the norm, firms must […]

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January 11, 2022

IQ-EQ Selects DealCloud to Deliver Industry-Leading CRM Capabilities

Comprehensive Platform Will Enhance Relationship Management for Global Investor Services Group PALO ALTO, Calif. — January 11, 2022 — Intapp (NASDAQ: INTA), a leading provider of cloud-based […]

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January 3, 2022

Business intelligent thinking for sell-side M&A advisory

Brian Bissonette

Industry Principal, Investment Banking

Successful sell-side M&A advisory engagements depend on connecting clients to the most interested and high-powered buyer. There are many potential strategic investors and financial sponsors […]

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January 3, 2022

Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow

It’s no secret that marketing acts as an effective inbound business development tool. Look no further than financial services giants like Goldman Sachs who embrace the […]

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December 21, 2021

How CRE teams can use real estate investment management software to boost productivity

Frank Spadafora

Industry Principal, Real Estate

According to Deloitte’s 2022 Commercial Real Estate Outlook, 8 in 10 respondents say their firms lack a fully modernized core system that easily incorporates emerging […]

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December 15, 2021

Moving Beyond Traditional CRM Software for Law Firms

Despite the numerous benefits relationship management provides to firms — including unifying data and providing key insights on client matters — it’s often difficult to […]

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December 14, 2021

Three reasons to upgrade your private equity placement agent software

Ben Harrison

President, Industries

With more than $580 billion in deals announced in the first half of the year, 2021 is on track to break records and become the […]

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December 13, 2021

How leading private equity firms organize technology and data ecosystems

Ben Harrison

President, Industries

To keep up with clients’ growing demands and expectations, an increasing number of private equity (PE) firms rely on customized tools and tech-enabled deal flows […]

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November 30, 2021

Top Five Takeaways from AAM Emerge 2021: Reimagining the Client Experience

I had the pleasure of participating in the Emerge 2021 conference presented by the Association for Accounting Marketing (AAM). The event’s thoughtful combination of live […]

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November 22, 2021

Falcon Capital Partners Selects DealCloud for Pipeline and Data Management

Falcon Capital Partners, a leading Philadelphia-based middle-market investment bank focused on providing M&A advisory services, has selected DealCloud for pipeline and data management. Falcon Capital […]

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November 19, 2021

Graphite Capital Selects DealCloud as Its CRM Technology Provider

Graphite Capital, a leading U.K. mid-market private equity firm, has selected DealCloud as its CRM technology provider to further strengthen its automation, reporting, and analytical […]

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November 16, 2021

DealCloud Dealmaker Pulse Survey Shows Deal Activity Is Ready to Plateau

Palo Alto, Calif., November 16, 2021 — The coming 6 months will bring increasingly stiff competition for more private equity deals at higher prices that […]

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November 11, 2021

DealCloud Wins Best Deal Origination Technology at the Private equity Wire US Awards 2021

Deal and Pipeline Management Platform Recognized forEnabling Private equity Professionals to Better Source and Originate Deals Palo Alto, Calif., November 11, 2021 — Intapp (NASDAQ: INTA), […]

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November 2, 2021

DealCloud’s New Relationship Intelligence Insights Leverage Dealmakers’ Networks to Drive Growth

AI-Powered Functionality Helps Dealmakers Harness the Power of Their Networks to Find More Opportunities and Win More Deals Palo Alto, Calif., November 2, 2021––Intapp (NASDAQ: […]

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October 27, 2021

How relationship intelligence will change the way private equity firms operate

Ben Harrison

President, Industries

In the capital markets industry, many say “it’s all about who you know.” Building and maintaining a network of relationships with key industry players is […]

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October 14, 2021

Four ways private equity firms can launch better email campaigns and analyze the results

Ben Harrison

President, Industries

A recent Campaign Monitor article revealed that 89% of marketers use email marketing as their main lead generation channel. This comes as no surprise, considering […]

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