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Blog

April 8, 2022

Leveraging Key-Client Programs for Better Service Levels and Higher Profitability

Key-client programs build the foundation for a better client experience and increased profitability for your firm. In fact, firms that perform top-client analysis and focus […]

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April 7, 2022

The top three reasons your BD travel is less productive than it could be

Ben Harrison

President, Industries

Business development “road warriors” know the challenges of on-the-road dealmaking all too well. From trains, to planes, to automobiles, it’s clear that copious amounts of […]

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April 6, 2022

5 real estate investment management trends to know

Frank Spadafora

Industry Principal, Real Estate

About one-third of real estate investment managers still rely on spreadsheets for asset and portfolio management. After all, commercial real estate is an industry with […]

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April 4, 2022

Top 9 private equity trends and statistics in 2022

Ben Harrison

President, Industries

For general partner (GP) firms navigating the uncharted waters of 2022, it’s essential to keep an eye on emerging private equity trends. Analyzing private equity […]

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April 1, 2022

Best practices for planning your business travel with DealCloud

Ben Harrison

President, Industries

Like you, many DealCloud clients spend time on the road attending conferences, meeting with current and potential investors, bankers, transaction targets, or active portfolio companies. […]

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April 1, 2022

What’s on the docket? Maintaining transparency with a firmwide calendar

No matter the size of your firm, there’s sure to be many moving pieces to many different deals at any given time. It’s important for […]

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April 1, 2022

Top three tips for increasing transparency across your firm

Brian Bissonette

Industry Principal, Investment Banking

One major challenge facing investment banking and private equity firms today is transparency (or lack thereof). We’re constantly hearing that information share and cross-team coordination […]

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March 31, 2022

Capital markets technology transformation begins with these 3 simple steps

Technology transformation within capital markets firms is a proven strategy for helping financial services professionals better address their LP and client expectations. In a recent […]

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March 31, 2022

Credibility: Where reputation meets deal origination

Ben Harrison

President, Industries

In a recent interview with Mergers & Acquisitions, Eric Petersen of Abacus Finance said: “The private equity industry today is extremely competitive. There’s been a […]

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March 30, 2022

Why PE dealmakers need alternatives to LinkedIn

Ben Harrison

President, Industries

Meeting industry peers and staying in touch with professional contacts are the best ways to influence deal flow. Although LinkedIn is the leading tool for […]

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March 29, 2022

DealCloud wins big at PE Wire European Awards 2022

Deal management, CRM, and relationship intelligence platform recognized for excellence among service providers in the European private equity industry Palo Alto, Calif., March 29, 2022 […]

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March 25, 2022

ADV Partners selects DealCloud for deal management and investor relations

ADV Partners (ADV), a pan-Asian private equity firm, has selected DealCloud to manage deals and investor relations across its various offices and enhance connectivity within […]

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March 22, 2022

Women’s World Banking Asset Management Selects DealCloud as Its Centralized Technology Platform

Centralized Data and ESG Metrics Tracking Will Ensure Funds Further Women’s Financial Inclusion PALO ALTO, Calif. — March 22, 2021 — Intapp (NASDAQ: INTA), a leading provider […]

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March 21, 2022

Strengthen Your Investor Relations Strategy With a Purpose-Built CRM

Ben Harrison

President, Industries

As the market becomes increasingly competitive, it’s more important than ever for investor relations (IR) and fundraising professionals to have a strong investor relations strategy […]

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February 28, 2022

Three capital markets technology trends to watch in 2022

Ben Harrison

President, Industries

Staying on top of capital markets technology trends — those defining 2022 and into the future — is no longer optional. High-paced deal activity remained […]

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February 25, 2022

Municipal Acquisitions Selects DealCloud to Streamline Deal Management and Sourcing

Municipal Acquisitions, a private real estate investment firm based in Washington, D.C., has selected DealCloud to streamline its deal management and sourcing efforts. “Using […]

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February 22, 2022

Development Partners International Selects DealCloud to Support Investor Relations Function

Development Partners International (DPI), one of Africa’s leading investment institutions with $2.8 billion in assets under management and co-investments, has selected DealCloud to support its […]

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February 22, 2022

Inside Intapp Spotlight: Meet Connor Chapman, Director of Professional Services at DealCloud

As a freshman in college, Connor Chapman knew he wanted to join a rising entrepreneurial organization. He discovered that DealCloud was offering an internship and […]

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February 16, 2022

Intapp and QorusDocs: Better Together

At Intapp, we know our clients are increasingly seeking sophisticated, specialized proposal management tools to complement the experience management capabilities of DealCloud. We’re also aware of […]

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February 15, 2022

Intapp and QorusDocs Partner to Advance Proposal Management

New Partnership Leverages Collective Firm Data in Automated Pitch and Proposal Creation Palo Alto, Calif. — February 15, 2022—Intapp (NASDAQ: INTA), a leading provider of […]

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