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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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Performance, Competition, and Technology: Private Markets Trends to Watch in 2020 and Beyond

Leading dealmakers, fund managers & technology experts have come together to share their unique perspectives on up & coming trends within the private equity market.

  • Financial services
  • Intapp DealCloud

How to stress test relationships as mega funds move down-market

To fill a deal pipeline with smaller, down-market deals, it’s critical that investors maintain constant communication with a diverse set of deal sources.

  • Financial services
  • Intapp DealCloud

Supercharge your deals with intelligent ecosystems

Learn more about intelligent dealmaking and the 5 steps you can take to build a smarter, more efficient deal ecosystem.

  • Financial services
  • Private capital
  • + 1 more

Coverage 101: why lender relationships matter to private equity firms

Private equity lender relationship management needs starts by evaluating and analyzing data to creating a consistent evaluation strategy.

  • Financial services
  • Private capital
  • + 1 more

Best practices for the modern, data-driven private equity firm

How third-party data can deepen intelligence, and the importance of data stewardship, by Preqin and DealCloud. This article was originally published on the Preqin website.  […]

  • Private capital
  • Intapp DealCloud

Leveraging Data that Yields Deeper Intermediary Intelligence

Uncover on your firm's valuable financial intermediary intelligence and focus business intelligence efforts on high priority relationships.

  • Financial services
  • Intapp DealCloud

The Power of Business Intelligent Thinking at Capital Markets Firms

We outline the key tenets of Business Intelligence Thinking and how the most effective dealmakers can leverage the use of business intelligence software to increase operational efficiency and success.

  • Financial services
  • Private capital
  • + 1 more

Three alerts every private equity professional needs in their inbox

Explore three alert configurations we recommend for private equity firms looking to better leverage their data and analytics.

  • Private capital
  • Intapp DealCloud

The modern dealmaker’s secret weapon

Learn ways to boost your M&A or private equity firm's digital presence to support the business development function with smart, tactical marketing campaigns.

  • Financial services
  • Intapp DealCloud

5 Tips for Kick-Starting CRM User Adoption

This article outlines key user adoption strategies for successfully rolling out a CRM, with tips like emphasizing data quality, setting up duplication rules, tracking usage, leveraging notifications/workflows, and securing executive buy-in.

  • Financial services
  • Private capital
  • + 1 more

Inputs and outputs: What sponsor coverage data should investment banks be tracking?

Learn how investment banking firms can better track market coverage in their CRM. Our software and specialists help hundreds of firms close more deals with unique coverage relationship management.

  • Intapp DealCloud

Is it time to reevaluate your firm’s CRM?

Business and client development strategist Julie Savarino talks about why law firms and professional services firms should adopt a modern CRM.

  • Legal
  • Professional services
  • + 1 more