Blog

Blog

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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July 17, 2020

Sealy & Co. Deploys DealCloud for Pipeline Management

Sealy & Company, a fully integrated commercial real estate investment and operating company based in Dallas, Texas, has selected DealCloud to better manage their deal […]

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July 15, 2020

Private equity opportunities to emerge from COVID-19

Ben Harrison

President, Industries

Private equity and Corporate Development professionals are focused on identifying opportunities so we can come out of this crisis stronger than ever.

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July 14, 2020

How to make the most of your CRM in 2020

With budget season behind us and the New Year officially here, many of you will embrace 2020 as the year of CRM. Now, we get […]

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July 7, 2020

Luxempart Chooses DealCloud for Pipeline Management

Luxempart, a listed investment company headquartered in Leudelange, Luxembourg, has selected DealCloud to better track and manage deal pipelines and optimize workflows. Luxempart also plans […]

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July 6, 2020

Orion Energy Partners Selects DealCloud to Streamline Processes and Increase Efficiency

Orion Energy Partners, the innovative middle market energy infrastructure debt investor, has selected DealCloud to centralize data, streamline processes, and increase efficiency. Orion Energy Partners […]

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June 24, 2020

Five of the Best Books for Dealmakers: 2020 Edition

DealCloud’s purpose-built deal and relationship management platform delivers vertical-specific solutions that enable dealmakers to execute deals at the highest levels. No matter your organizational structure, […]

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June 22, 2020

Capital Markets Dealmaking Trends That Will Impact the Remainder of 2020 and Beyond

Ben Harrison

President, Industries

What’s on the horizon for capital markets dealmaking for the remainder of 2020 and beyond? To find out, we issued our inaugural Dealmaker Pulse survey […]

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June 15, 2020

Union Square Advisors Chooses DealCloud

Union Square Advisors, LLC, a leading technology-focused investment bank with offices in New York City and San Francisco, has selected DealCloud to provide a single-source […]

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June 15, 2020

Product release: Spring 2020 updates and enhancements

Ben Harrison

President, Industries

DealCloud is excited to announce the spring 2020 product release is now available to clients globally! The spring 2020 product release provides solutions which improve […]

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June 15, 2020

Ignite Investments Chooses DealCloud for Deal and Relationship Management

Ignite Investments, formerly Encore Wealth Management, has selected DealCloud as its deal and fund administration management system. Ignite is an independent capital-raising platform representing select […]

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June 15, 2020

Encore Enterprises Selects DealCloud

Encore Enterprises Inc., a Dallas, TX-based, vertically-integrated commercial real estate investment company, has chosen DealCloud as its deal and pipeline management solution. Established in […]

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June 11, 2020

Private equity analytics: Using data to discover deals

As a private equity professional, you need to maintain visibility on every corner of the market in order to successfully compete for deals. Technology is […]

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June 9, 2020

Intera Partners Selects DealCloud to Optimize Workflows

Intera Partners, a Helsinki, Finland-based growth-oriented private equity firm, has selected DealCloud to optimize internal workflows and relationship management. Intera focuses on accelerating growth […]

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June 2, 2020

How investment bankers can find business development success with the “eight-call rule”

Ben Harrison

President, Industries

How many phone calls does it require for investment banking business development teams to reach a prospective client? Eight. A banker I recently met shared […]

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May 28, 2020

Time for investors to get serious about a real estate CRM

Frank Spadafora

Industry Principal, Real Estate

If you’re an active real estate investor, you’ve likely seen thousands of deals cross your desk over the last few years. But in what was […]

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