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Blog

June 5, 2024

Key features your firm needs in an investment banking CRM

Brian Bissonette

Industry Principal, Investment Banking

What software does your investment banking firm use for deal and relationship management? If it’s Microsoft Excel or a traditional CRM system, it may be […]

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June 4, 2024

Intapp partners with Bite Investments to enhance investor management

Direct access to Bite Stream’s consolidated fundraising and investor data creates an integrated investor portal in Intapp DealCloud PALO ALTO, Calif., June 4, 2024 — […]

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May 16, 2024

Intapp announces additions to Industry Solutions team

Industry executives bring expertise and insight to product roadmap and go-to-market strategies Intapp announces the addition of three key members of its Industry Solutions team: […]

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July 20, 2023

Briarcliffe Credit Partners: Unleashing the power of data centralization for placement agents

In the fast-paced, hyper-competitive environment of capital fundraising, placement agent firms need access to reliable, actionable data to help them manage complex relationships, reporting, and deals throughout […]

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July 20, 2023

ALIVE Ventures selects DealCloud to enhance deal execution

ALIVE Ventures selects DealCloud to enhance deal execution and relationship management Acumen LatAm Impact Ventures (ALIVE), a Bogotá, Colombia–based investment advisory firm, has selected DealCloud […]

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July 18, 2023

Network Corporate Finance selects DealCloud as its internal technology system

Network Corporate Finance, a Düsseldorf, Germany–based investment banking firm, has selected DealCloud as its internal technology system. The firm will leverage DealCloud’s technology for deal […]

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June 29, 2023

Trill Impact selects DealCloud to manage sourcing and origination efforts

Trill Impact, a Stockholm-based impact investing firm, has selected DealCloud to enhance and streamline sourcing and origination efforts, relationship management, staffing, and investor relations. “As […]

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June 2, 2023

Arctic Securities selects DealCloud as its purpose-built technology

Arctic Securities, a leading independent Norwegian investment bank specializing in corporate finance transactions and advisory services, securities sales, and trading, as well as equity and […]

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May 25, 2023

5 investment banking trends intermediaries should know for 2023

Investment bankers (IBs) need to know what other institutional financiers are doing. However, most industry publications only cover macro, obvious investment banking trends and developments […]

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May 25, 2023

The importance of connecting your investment bank’s technology stack

Investment banks use their own developers and technologists to connect their data and systems. They also use technology to enhance communication between bankers and dealmakers. […]

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April 19, 2023

Acacia Group selects DealCloud to support relationship, deal, and data management

Acacia Group, an independent sponsor in the digital transformation sector, has selected DealCloud to support strategy development, relationship management, deal origination, and execution. “At […]

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March 21, 2023

Fulfilling the promise of CRM

Transcript: The promise of CRM has always been that no matter who you are at your company, you can have a very full 360-degree view […]

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November 28, 2022

7 types of meetings that private equity firms and investment banks can streamline or eliminate with technology

Ben Harrison

President, Industries

The phrase “This could have been an email” perfectly sums up how most professionals feel about ineffective, time-insensitive meetings. Frustrated about wasting their time with […]

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November 15, 2022

GP Bullhound selects DealCloud to drive firmwide connectivity and collaboration

GP Bullhound, a global independent technology advisory and investment firm, has selected DealCloud as its CRM and deal management system. Implementing DealCloud will create a […]

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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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August 17, 2022

How investment bankers should create a change management plan for software adoption

Brian Bissonette

Industry Principal, Investment Banking

Firmwide software adoption initiatives fail more often than they succeed, often because professionals either struggle to learn their new technology or use it in siloed, […]

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April 14, 2022

Conflicts of interest in investment banking: 3 ways to manage risk with software

Brian Bissonette

Industry Principal, Investment Banking

Leading global investment banks have created countless firm-wide policies and procedures to manage conflicts of interest. While each firm has its own unique methods for […]

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April 12, 2022

The top three metrics sponsors aren’t discussing in Monday morning meetings, but should

Ben Harrison

President, Industries

2019 is off to a strong start for many capital markets firms, and U.S. GDP growth predictions show no signs of slowing. In an effort […]

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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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