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Blog

September 10, 2020

Summa Equity Chooses DealCloud

Summa Equity, a lower mid-market private equity firm headquartered in Stockholm, Sweden, has selected DealCloud to better track and manage deal flow and relationships. Summa […]

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September 8, 2020

Why alternative asset managers need tech-enabled data

Ben Harrison

President, Industries

This article was originally published by the Puget Sound Business Journal. To read the original, click here. Have you ever noticed how many scenes in […]

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September 3, 2020

NXMH Selects DealCloud to Streamline Processes

NXMH, an investment firm headquartered in Brussels, Belgium, has selected DealCloud to streamline their processes in order to create efficiencies across the team, both […]

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August 28, 2020

How Law Firms Can Leverage Tech Investments During COVID-19

How Law Firms Can Leverage Technology Investments to Adapt and Thrive During the Global Pandemic Less than a year ago, many law firms were on […]

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August 28, 2020

Argentum Asset Management Chooses DealCloud

Argentum Asset Management, a Norway-based private equity fund investor investing on behalf of the Norwegian government and private investors, has selected DealCloud for deal and […]

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August 20, 2020

Forecasting Is Your Secret Weapon: How Law Firms Can Transform Projections into Competitive Advantage

Traditionally, law firms have shied away from formalizing business-value forecasting for a variety of reasons. Most of the hesitancy stems from the fact that individual […]

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August 20, 2020

Modern marketing tactics for financial services firms

Ben Harrison

President, Industries

To stay relevant and top of mind, modern capital markets firms need stronger, smarter, and more consistent digital marketing for financial services programs to place […]

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August 17, 2020

Digitalization in the capital markets: Key components of a future-state operating model

Dealmakers can work smarter and more efficiently by automating certain processes through digitalization. Set up alerts and populate reports with data.

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August 16, 2020

Radius Capital Partners Selects DealCloud

Radius Capital Partners, a New York City-based private equity and infrastructure firm that seeks opportunities in the Technology, Media, and Telecom (TMT) sectors, with a […]

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August 13, 2020

Pacific Avenue Capital Partners, LLC Selects DealCloud

Pacific Avenue Capital Partners, LLC, a Los Angeles-based private investment firm focused on corporate divestitures and other special situations in the lower middle market, has […]

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August 11, 2020

Three investment banking dashboards every IB professional needs

Despite the wild and turbulent twists and turns that 2020 has presented, buyers and sellers still rely on intermediaries to manage the day-to-day developments of […]

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August 10, 2020

Snow Phipps Group, LLC Selects DealCloud

Snow Phipps, a New York-based private equity firm, has selected DealCloud for pipeline management, business development efforts, and relationship management. “As the private equity […]

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August 6, 2020

Talent management strategies in high demand across the private capital markets

Ben Harrison

President, Industries

Talent management and recruiting are now key areas of focus for capital markets firms, according to new data from private equity advisor BluWave. In fact, […]

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August 6, 2020

Talent management strategies in high demand across the private capital markets

Talent management and recruiting are now key areas of focus for capital markets firms, according to new data from private equity advisor BluWave. In fact, their most […]

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August 4, 2020

Three tips for deal sourcing and origination in the new normal

Ben Harrison

President, Industries

Some of the biggest challenges that firms have faced, especially in the current deal sourcing environment, have been to maintain the relationships with lenders; the […]

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August 3, 2020

Technology Helps Dealmakers Face a New Normal For Vacation Season: WFB (Work From Beach)

Ben Harrison

President, Industries

Time is valuable and it is important to work efficiently. Learn more about how DealCloud can help your firm better automate workflows and improve productivity.

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July 29, 2020

Struck by lightning: Key considerations for capital markets firms in selecting and managing front office technology

Ben Harrison

President, Industries

We get alot of questions from investors and bankers considering Salesforce and DealCloud as their institutional CRM. Our response?: CRM vendors provide either a generic […]

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July 27, 2020

Demystifying Forecasting: How Law Firms Achieve Operational Agility Through Better Business Planning

Pam Smith

Senior Vice President, Strategic Marketing

In a recent webinar, Intapp welcomed Toby Brown, Chief Practice Management Officer at Perkins Coie, for a lively chat with Thad Jampol, Co-Founder and Chief […]

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July 23, 2020

Transforming Business Development – Measures & Reminders

David Freeman, J.D.

CEO

Intapp’s Darryl Cross recently had the honor of partnering with David Freeman of the David Freeman Consulting Group and Chris Fritsch of CLIENTSFirst Consulting, on a webinar about leveraging technology to support business development […]

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July 20, 2020

Legal CRM Webinar Recap: Combining Technology and Data to Improve Performance

Over the course of a four-part webinar series, subject matter experts from Intapp and Wilson Allen have shared industry best practices around legal CRM implementations, […]

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