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Blog

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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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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