Blog | Intapp

Blog

May 2, 2022

DealCloud user interface updates for 2022

Megan Harrison

Senior Product Marketing Manager

In 2021, Intapp undertook a new project: to improve the user interface (UI) and overall user experience (UX) of DealCloud. Learn more about how our teams collaborated with both clients and one another to enhance our software.

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April 29, 2022

Streamline your firm’s AML compliance with Intapp Intake

Anti-money laundering (AML) compliance and client due diligence (CDD) requirements are increasing rapidly, creating new challenges for risk and compliance professionals around the world. In […]

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April 29, 2022

Improve your tech strategy and Microsoft Teams workflow

One of the fastest growing trends in the legal industry is the implementation of advanced technology, such as collaboration tools like Microsoft Teams, workflow automation […]

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April 26, 2022

Top 7 private equity books dealmakers should read

Ben Harrison

President, Industries

There’s certainly no shortage of media for today’s dealmakers, from news to trade publications to podcasts. But sometimes what you really want is a deeper […]

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April 20, 2022

Remote work and legal firm challenges in a changing world

From the COVID-19 pandemic to the invasion of Ukraine, world events are driving dramatic change for industries and organizations around the world. During the webinar […]

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April 19, 2022

Plan more productive private equity business trips

Ben Harrison

President, Industries

It’s imperative for fundraising, business development, and deal teams to have technology that supports them in their work, including during business trips. According to Business […]

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April 18, 2022

Eat lunch not hours: Automated time tracking for accountants

Far too often, accounting firm professionals record fewer hours than they’ve actually worked. Sometimes they simply forget to log hours here or there; other times, […]

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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

Best software for real estate investors

Frank Spadafora

Industry Principal, Real Estate

We understand that real estate investors face considerable challenges that are unique to their industry. Keeping everyone at the firm connected, utilizing a single tool […]

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April 12, 2022

Improve proposal generation and RFP responses with AI

Clients are demanding more from law firms than ever before, from lower rates to better and faster proposal generation. According to the QorusDocs 2021 Proposal […]

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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 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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