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The Firm AI blueprint

Most AI makes individuals faster. See how Firm AI scales growth and margin for the whole firm.

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The Back Channel: Firm AI and the future of Big Law 

Learn how Firm AI helps law firms run alternate-fee models, win business, and govern AI.

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Teaching AI your firm’s language 

Discover how ontologies reduce hallucinations and drive down token consumption. 

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Real estate investment management is complex – your technology platform should rise to the task

Purpose-built data solutions designed for a multifaceted world are critical for unlocking actionable real estate investment insights. Read more.

  • Real assets
  • Intapp DealCloud

How leading financial services firms are using API solutions to create efficiencies

Having all of the relevant data points in a single source of truth when evaluating a potential opportunity would save deal teams crucial time and […]

  • Intapp DealCloud

Data with depth: how PrivCo powers DealCloud’s DataCortex platform and enhances sourcing opportunities

PrivCo CEO shares insights on the vast resources available to investment professionals and outlined how PrivCo is leading the way in business and financial research.

  • Financial services
  • Private capital
  • + 1 more

The need for private capital data management is more important than ever

Firm leaders who have employed effective private capital data management strategies share key insights on opportunities and challenges that new datasets can offer.

  • Financial services
  • Intapp DealCloud

4 private capital markets trends to watch according to public market experts

This article explores how dealmakers leveraged data and tech to navigate unpredictable capital markets in 2020, with public signals offering insights into shifting private allocations and investor sentiment. Key lessons help dealmakers compete for deals via better tech amid ongoing volatility.

  • Capital markets
  • Private capital
  • + 1 more

ESG reporting: Why investors need tracking technology

Companies are engaging in environmental, social, and corporate governance (ESG) to implement factors that measure sustainability and social impact.

  • Financial services
  • Private capital
  • + 1 more

Three actionable ways market-leading lenders leverage technology today

Market-leaders share their insights on leveraging technology in the industry, including assisting in deal origination and CRM best practices.

  • Financial services
  • Intapp DealCloud

Five benefits of private capital market data access in your CRM

Dealmakers need a deal & relationship management platform that enables efficient research of company financials by accessing the private capital market data directly in their CRM.

  • Private capital
  • Intapp DealCloud

Key dealmaking trends for capital markets firms

Discover key dealmaking trends for capital markets firms in 2021. Learn how the pandemic impacts deal flow, platform investments, and investor expectations. Get insights from DealCloud's Dealmaker Pulse Survey.

  • Financial services
  • Private capital
  • + 1 more

Strategy Sphere – Book List

One of the great things about hosting such a phenomenal group of guests on our #StrategySphere podcast, is the rich and diverse list of book recommendations we captured along the way. In this interactive PDF, we’ve curated the Top 50 Recommended Books from Season One.

  • Intapp DealCloud

4 reasons why dealmakers need a best-in-class CRM

Four reasons why Intapp DealCloud leads in the financial service industry with their best-in-class CRM platform for dealmakers.

  • Financial services
  • Intapp DealCloud

Software for limited partners: 3 must-have dashboards

Limited partner software powers fund manager coverage, deals and allocation tracking, investment committee tracking, deal monitoring, and much more.

  • Financial services
  • Private capital
  • + 1 more