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

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.

  • Financial services
  • Private capital
  • + 1 more

Product release: Spring 2020 updates and enhancements

DealCloud issues upgrades and enhancements to the core product each quarter. In the summer 2020 release, the mobile app and Outlook Add Ins were enhanced.

  • Intapp DealCloud

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 […]

  • Private capital
  • Intapp DealCloud

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

Investment banks are making a major shift in the firm’s business development strategy in favor of accountability and transparency.

  • Financial services
  • Investment banking
  • + 1 more

Time for investors to get serious about a real estate CRM

Learn more about how leveraging purpose-built commercial real estate CRM technology can help investors manage relationships and deal flow more effectively.

  • Real assets
  • Intapp DealCloud

The top five ways a connected technology ecosystem benefits financial services firms

Managing all the data in your firm's financial services ecosystem can be a huge burden, but implementing a connected firm technology ecosystem is the solution.

  • Financial services
  • Intapp DealCloud

Is your financial services firm cloud-ready?

With the world of private investing becoming increasingly complex, firms are looking for financial services cloud solutions to increase competitive advantage while saving time and money.

  • Financial services
  • Intapp DealCloud

7 ways to leverage FactSet data in your CRM today

Here are seven tips and tricks for dealmakers to leverage FactSet’s data within CRM systems like DealCloud.

  • Intapp DealCloud

Creating a connected and collaborative private equity firm relies on your adherence to these 3 principles

There is an increasing need for private equity firms to leverage accessibility, connectivity and transparency across their firm's technology. Learn more.

  • Private capital
  • Intapp DealCloud

Product Release: Fall 2019 Updates and Enhancements

Product Release: Fall 2019 Updates and Enhancements

  • Financial services
  • Intapp DealCloud

How creating a single source of truth enhances firmwide efficiency

Technology has made it possible to source and track accessible data with purpose-built solutions. Learn more how DealCloud can help create a single source of truth at your firm.

  • Financial services
  • Intapp DealCloud

4 actionable ways to use marketing technology to your competitive advantage today

Read more on how leveraging an integrated marketing solution like DealCloud can help you capitalize on every marketing and business development initiative.

  • Intapp DealCloud