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5 ways deal software increases security for capital markets firms

Purpose-built deal software can increase data security and accelerate the process of checking for conflicts of interest.

  • Financial services
  • Private capital
  • + 2 more

Corporate Identity and Design to Define a Brand with Michael Bierut, Pentagram

Michael Bierut, partner at Pentagram and an award-winning graphic designer and design critic, joins the Strategy Sphere podcast to talk about creating logos that capture a company’s identity.

  • Intapp DealCloud

The top 3 trends to watch in healthcare M&A

The COVID-19 pandemic has affected nearly every industry, business, and person in the world. As the biggest public health crisis in over a century, it […]

  • Financial services
  • Investment banking
  • + 1 more

3 software hacks that help fund managers source better deals

The way fund managers source deals and manage relationships has been forced to evolve as the deal landscape continues to change and competition increases. Intapp […]

  • Private capital
  • Intapp DealCloud

How The Pandemic Changed The Deal-Making Process – And What To Expect in 2021

The entire deal-making process was completely upended last year, but is it here to stay? Read what capital markets experts have to say about 2021.

  • Financial services
  • Private capital
  • + 1 more

Breaking Down the Professional Services Sales Myths Using Time-Tested Research I Tom McMakin and Jacob Parks, PIE

Tom McMakin and Jacob Parks of the Profitable Ideas Exchange (PIE) discuss their book, Never Say Sell, exploring how to expand engagements with existing clients. They reveal how they incorporate gamification in running their company and explain how firms can add value in an era of disruption.

  • Professional services
  • Intapp DealCloud

Mentoring, Leading, and Pulling the Right Levers to Build a Highly Creative Firm I Dale Bornstein, M Booth

M Booth’s Dale Bornstein joins the Strategy Sphere podcast to reveal what led to her becoming a compassionate leader and shares how she finds her own mentors in the pressure-filled industry of integrated marketing.

  • Accounting
  • Consulting
  • + 3 more

Investment bankers need relationship management tech to find buyers in today’s remote environment

Investment bankers need relationship management technology to overcome their struggles to find and connect with qualified buyers for their clients.

  • Financial services
  • Investment banking
  • + 1 more

How a real estate investment CRM can improve property management

DealCloud's investment management software offer configurable workflow management, deal and relationship management, and team collaboration capabilities.

  • Financial services
  • Real assets
  • + 1 more

Applying Grit and Teamwork, and Kicking the Tires on Uncharted Technology I Mitch Zuklie, Orrick

Mitch Zuklie, Chairman and Chief Executive Officer of the law firm Orrick, shares how narrowing an organization’s objectives into just a few key areas can make an enormous difference in terms of innovation, marketing, hiring, and creating an operating game plan. Zuklie also discusses the two key criteria — grit and teamwork — that his firm applies when evaluating talent. Learn about beta-testing legal technology, attributes that make an effective leader, and the ways Zuklie applies the principles of saving wild salmon to the operation of a legal professional services firm.

  • Professional services
  • Intapp DealCloud

Sparking Innovation in the Professions and Education I Jennifer Leonard, University of Pennsylvania Carey Law School

Innovation isn’t about disrupting everything and turning the world on its head; Innovation can be a tiny adjustment in the way you operate,” says Jennifer Leonard, Chief Innovation Officer and Executive Director of the Future of the Profession Initiative at the University of Pennsylvania Carey Law School. In the inaugural episode of Strategy Sphere, hosts Lavinia Calvert and Deborah Farone speak with Leonard, addressing how to focus on end users and how — using the tools of radical collaboration — each of us can uncover unexpected solutions to age-old problems.

  • Professional services
  • Intapp DealCloud

Deal origination in 2021: Data best practices for fueling the pipeline and beating the competition

Why deal origination data will become more important than ever over the next 12 months   What besides deal origination and new business development is […]

  • Intapp DealCloud