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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 […]

  • Investment banking
  • Intapp DealCloud

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, […]

  • Private capital
  • Intapp DealCloud

Talent management strategies in high demand across the private capital markets

Talent management strategies in high demand across the private capital markets

  • Financial services
  • Intapp DealCloud

Three tips for deal sourcing and origination in the new normal

Webinar hosted by ACG Boston on current challenges that have impacted investors and private equity deal sourcing strategies to help navigate through the new normal.

  • Financial services
  • Private capital
  • + 1 more

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

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.

  • Financial services
  • Intapp DealCloud

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

The migration from Salesforce Classic to Lightning is a big change for capital markets firms. Why have 400+ firms migrated from Salesforce to DealCloud?

  • Financial services
  • Private capital
  • + 1 more

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

Thad Jampol and Pam Smith of Intapp speak with Perkins Coie's Toby Brown on business-value forecasting and organizational accountability.

  • Legal
  • Intapp DealCloud

Transforming Business Development – Measures & Reminders

David Freeman shares measurement and personal reminder tips to create new habits and drive firm growth.

  • Legal
  • Professional services
  • + 1 more

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

Subject matter experts from Intapp and Wilson Allen share industry best practices around legal CRM implementations.

  • Legal
  • Intapp DealCloud

Private equity opportunities to emerge from COVID-19

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

  • Corporate development
  • Financial services
  • + 2 more

How to make the most of your CRM in 2020

How can you get the most out of your CRM? Intapp's experts weigh in on data, implementation and adoption best practices for your professional services CRM.

  • Legal
  • Professional services
  • + 1 more

Five of the Best Books for Dealmakers: 2020 Edition

We provide the five best summer beach reads for private equity and financial services professionals, and dealmakers. Read more.

  • Intapp DealCloud