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November 15, 2022

GP Bullhound selects DealCloud to drive firmwide connectivity and collaboration

GP Bullhound, a global independent technology advisory and investment firm, has selected DealCloud as its CRM and deal management system. Implementing DealCloud will create a […]

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November 7, 2022

How dealmakers at an investment banking firm are winning new business and preserving existing revenue

Ben Harrison

President, Industries

This article was originally published by the South Florida Business Journal. To read the original, click here. We all know that if there are fewer […]

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August 17, 2022

How investment bankers should create a change management plan for software adoption

Brian Bissonette

Industry Principal, Investment Banking

Firmwide software adoption initiatives fail more often than they succeed, often because professionals either struggle to learn their new technology or use it in siloed, […]

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April 14, 2022

Conflicts of interest in investment banking: 3 ways to manage risk with software

Brian Bissonette

Industry Principal, Investment Banking

Leading global investment banks have created countless firm-wide policies and procedures to manage conflicts of interest. While each firm has its own unique methods for […]

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April 12, 2022

The top three metrics sponsors aren’t discussing in Monday morning meetings, but should

Ben Harrison

President, Industries

2019 is off to a strong start for many capital markets firms, and U.S. GDP growth predictions show no signs of slowing. In an effort […]

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April 1, 2022

What’s on the docket? Maintaining transparency with a firmwide calendar

No matter the size of your firm, there’s sure to be many moving pieces to many different deals at any given time. It’s important for […]

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April 1, 2022

Top three tips for increasing transparency across your firm

Brian Bissonette

Industry Principal, Investment Banking

One major challenge facing investment banking and private equity firms today is transparency (or lack thereof). We’re constantly hearing that information share and cross-team coordination […]

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March 29, 2022

DealCloud wins big at PE Wire European Awards 2022

Deal management, CRM, and relationship intelligence platform recognized for excellence among service providers in the European private equity industry Palo Alto, Calif., March 29, 2022 […]

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March 22, 2022

Women’s World Banking Asset Management Selects DealCloud as Its Centralized Technology Platform

Centralized Data and ESG Metrics Tracking Will Ensure Funds Further Women’s Financial Inclusion PALO ALTO, Calif. — March 22, 2021 — Intapp (NASDAQ: INTA), a leading provider […]

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February 3, 2022

Managing risk in the deal process

Ben Harrison

President, Industries

As investment banks, private equity firms, and other capital markets firms face tremendous compliance obligations and other risk elements in their everyday work, evolving market […]

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January 18, 2022

Three ways investment banks can use pipeline management technology for staffing and productivity tracking

Ben Harrison

President, Industries

Productivity tracking is no longer a nice-to-have process for investment banking and M&A advisory firms. With remote and hybrid work becoming the norm, firms must […]

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January 3, 2022

Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow

It’s no secret that marketing acts as an effective inbound business development tool. Look no further than financial services giants like Goldman Sachs who embrace the […]

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November 22, 2021

Falcon Capital Partners Selects DealCloud for Pipeline and Data Management

Falcon Capital Partners, a leading Philadelphia-based middle-market investment bank focused on providing M&A advisory services, has selected DealCloud for pipeline and data management. Falcon Capital […]

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November 2, 2021

DealCloud’s New Relationship Intelligence Insights Leverage Dealmakers’ Networks to Drive Growth

AI-Powered Functionality Helps Dealmakers Harness the Power of Their Networks to Find More Opportunities and Win More Deals Palo Alto, Calif., November 2, 2021––Intapp (NASDAQ: […]

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September 23, 2021

Jasmin Capital Chooses DealCloud for CRM

Jasmin Capital, a Paris-based placement agent and private markets specialist that provides investment advisory services, has selected the DealCloud platform for its placement agent CRM. […]

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July 26, 2021

Greenhill & Co. Selects DealCloud to Drive Firmwide Connectivity and Collaboration

Greenhill & Co., a New York-based independent investment banking firm, has selected DealCloud to support pipeline, execution, and relationship management for mergers and acquisitions, […]

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July 15, 2021

PJ SOLOMON Selects DealCloud as Its Technology Infrastructure

PJ SOLOMON, a leading financial advisory firm based in New York City, will leverage DealCloud as its technology infrastructure. “DealCloud will become our new […]

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June 1, 2021

Two tactical ways to combat burnout at your investment bank

Ben Harrison

President, Industries

Junior investment bankers have long been expected to work hard and pay their dues. For decades, 15-hour workdays have become typical for these young professionals, […]

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June 1, 2021

Briefing Frontiers Legal IT Landscapes Survey Roundtable Report: Improving Pricing and Profitability

Alan Conway

Managing Director

Earlier this year, Briefing magazine released the results of its Frontiers Legal IT Landscapes (LITL) survey. Sponsored by Intapp and other industry leaders, the survey […]

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May 18, 2021

Using deal technologies to strengthen investment banking data security and confidentiality

Ben Harrison

President, Industries

In a time when M&A data has become more complex and plentiful than ever before, the need for confidentiality is no longer optional. Simply put, […]

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