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Blog

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 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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January 27, 2022

Intapp Terms: Technology for Risk Management in a Post-Pandemic Market

The COVID-19 pandemic led many firms to abandon the idea of returning to business as usual and reassess many traditional risk management practices. As revealed […]

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January 26, 2022

Meet January’s Intapp Employee Hero: Tanya Tomkiewicz

Our January Intapp Hero, Senior Client Advocacy Manager Tanya Tomkiewicz, has served clients at Intapp for 6 years. During this time, she has worked closely with […]

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January 19, 2022

What We Learned at Intapp Connect20 — Intapp for Accounting & Consulting Track

From October 27 to 29, Intapp hosted Connect20, helping attendees learn more about how top professional services firms are adapting to the next normal, and […]

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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 5, 2022

Risk Management Strategies for a Post-Pandemic Market

During 2020 and 2021, professional services firms coped with drastic changes brought on by the COVID-19 pandemic. To remain successful, firms needed to adopt remote […]

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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 17, 2021

Total Time Visibility: Analyze and Improve Your Firm’s Time Data with Legal Time Management Software

Vinnie Scarinci

Global Practice Group Leader - Intapp Time
Devin O'Leary

Practice Group Leader, Intapp Time

As client expectations increase, legal firms need to provide both clients and their own professionals more transparency and insights into their data and work effort. […]

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December 17, 2021

Improve Firmwide Profitability and Efficiency with Legal Compliance Software

Brad Messerich

Managing Director

To increase client satisfaction and improve realization, lawyers must successfully manage compliance throughout the entire client matter lifecycle, most notably during time entry and billing. […]

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December 17, 2021

Using Technology to Reduce Firm Risk Exposure and Improve Outcomes for Accounting Firms

Jey Purushotham

Compliance Practice Group Lead

When an accounting firm considers new business, it must perform an evaluation of the client’s potential impact on the firm’s overall risk exposure. Instead of […]

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December 16, 2021

Using LPM Technology to Build Your Firm’s Competitive Advantage

At the end of a matter, lawyers tend to base their success on whether they’ve won the case or filed the documents correctly. But firms […]

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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 15, 2021

Integrated Onboarding and Conflicts Clearance

Although lateral hiring and onboarding workflows vary significantly across law firms, most of these processes share one thing in common: they’re hampered by an inability […]

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December 15, 2021

Securing Microsoft Teams for matter-based collaboration

Pat Archbold

Practice Group Leader, Compliance

The COVID-19 pandemic led to a rise in remote and hybrid work environments. As a result, millions of professionals implemented Microsoft Teams to help their […]

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