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How venture capital firms can use pipeline technology to manage deals at every stage

Finding the proper technology to manage deals at every stage of the pipeline has always been a challenge for venture capital (VC) firms. Never has […]

  • Private capital
  • Intapp DealCloud

Dealmaking in 2023: How to source the best deals in the private capital markets

Read our five reasons why your firm should invest in capital markets marketing by incorporating content marketing and communications programming into your strategy.

  • Private capital
  • Intapp DealCloud

Fulfilling the promise of CRM

In reality the quality of data in most CRMs is poor – records are incomplete, information is missing, and contact information is outdated — leaving partners and clients unsatisfied. Next-gen CRM systems are designed to solve these data issues. They include automatic data capture from email signatures and calendar entries, so there’s no data-input needed, and they integrate with key third-party data sources so that professionals can access all the information they need on a single platform.

  • Accounting
  • Capital markets
  • + 11 more

Intapp and Microsoft: A winning partnership for professional and financial services

By combining the industry-specific knowledge of Intapp with the technological expertise of Microsoft, professional and financial services can benefit from increased adoption, faster time to value, and best-in-class, agile cloud solutions. Discover how your firm can maximize return on your technology investments including how you can build a modern workplace with leading-edge content and collaboration tools

Why choosing the right partner ecosystem is critical

Forward-thinking professional services and capital markets firms understand the importance of finding the right technology ecosystem to meet their needs. That’s why Intapp partnered with Microsoft to cover the some of the most mission-critical systems for these verticals, as well as more than 100 partners who add complementary data and services to our platform.

Requests for DEI data increase across professional and financial services firms

Transcript: We are seeing more contractual terms with clients requesting confirmation and reporting on diversity, equity, and inclusion matters — and what that means is […]

A private capital guide to improving deal velocity with technology

Track improvements to your private capital deal velocity and other leading key performance indicators with DealCloud.

  • Financial services
  • Private capital
  • + 1 more

5 venture capital trends to monitor in 2023

Check out the top 5 venture capital trends of 2023 to predict the best ways to move forward with your investments.

  • Financial services
  • Private capital
  • + 1 more

How data integrations are accelerating decision making

Professional or financial services firms rely on high-quality data to make timely, informed decisions. By integrating internal and third-party market data into a single platform, Intapp empowers knowledge professionals by streamlining workflows and enhancing the speed and accuracy of their decision making. Whether firms are exploring new opportunities, onboarding clients, employees, or investors, or analyzing risks, Intapp’s integrated solutions give firms a competitive edge.

The industry cloud: Driving technology-led change at financial and professional services firms

To gain and retain competitive advantage, fast-moving firms are catching the next wave in enterprise software: industry-specific solutions that combine domain expertise with modern technology.

The industry cloud: Driving technology-led change at financial and professional services firms

“To gain and retain competitive advantage, fast-moving firms are catching the next wave in enterprise software: industry-specific solutions that combine domain expertise with modern technology.” […]

The industry cloud: Driving technology-led change at financial and professional services firms

To gain and retain competitive advantage, fast-moving firms are catching the next wave in enterprise software: industry-specific solutions that combine domain expertise with modern technology.