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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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February 14, 2022

Better manage material non-public information and conflicts

Ben Harrison

President, Industries

When working with sensitive data like material non-public information (MNPI), you must be able to store this information in the most secure manner possible. These […]

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February 14, 2022

Three reasons why focusing on private equity business development is key to your firm’s success

Ben Harrison

President, Industries

Business development work can be difficult to scale, as every interaction with clients and prospects requires a significant amount of time and attention. Previously, private […]

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February 11, 2022

Sienna Investment Managers Selects DealCloud as Its CRM

Sienna Investment Managers, the alternative investment platform of the publicly traded investment holding company GBL (Groupe Bruxelles Lambert), has selected DealCloud as its global customer […]

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February 9, 2022

Deal sourcing best practices for 2022 and beyond

Ben Harrison

President, Industries

Sutton Place Strategies’ Deal Origination Benchmark Report shows how careless deal sourcing and origination in private equity leads to slower, more disorganized deal management and, […]

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February 4, 2022

Automate and improve limited partner and investor reporting

Ben Harrison

President, Industries

In addition to the COVID-19 pandemic and consequential economic disruption, the changing and increasing queries of limited partners (LPs) have put a great deal of […]

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February 3, 2022

Managing risk in the deal process

Ben Harrison

President, Industries

As investment banks, private equity firms, and other capital markets firms face tremendous compliance obligations and other risk elements in their everyday work, evolving market […]

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February 3, 2022

Three ways general partners can improve their investor pipeline

Ben Harrison

President, Industries

More than 90% of limited partners (LPs) predict that the private markets will continue to outperform the public market. Many feel that private equity offers […]

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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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