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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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2 buy-and-build trends to watch, and how to track each in your CRM

Learn to configure your instance of DealCloud to better track buy-and-build trends. We're working with clients to see how we can make insights more actionable.

  • Corporate development
  • Intapp DealCloud

DealCloud Spring 2019 Events

DealCloud will be hosting, sponsoring, exhibiting, and participating in various events throughout Spring 2019

  • Intapp DealCloud

The impact of purpose-built technology platforms on capital markets professionals

Throughout my life, I’ve always gotten really excited about the latest and greatest technologies. I remember thinking floppy disks were revolutionary. Now, neither my kids […]

  • Financial services
  • Private capital
  • + 1 more

The Five Must-Have People on Your CRM Task Force

Learn more about the five key people who will play a crucial role on your “CRM Team" when selecting and investing in a CRM solution for your business.

  • Financial services
  • Investment banking
  • + 2 more

3 Key Principles to Follow When Rolling Out New Capital Markets Technologies Firm-Wide

In this article, we examine the three fundamental principles to consider when rolling out a new technology. With hundreds of investors, advisors, and lenders faced with the need to make major internal technological shifts each day, these truths can help capital markets professionals decide what approach makes the most sense for their unique organization.

  • Financial services
  • Investment banking
  • + 1 more

Ride the Strong Performance Wave Well Into 2019 with These Two Dashboards

Boost private equity performance in 2023 with two key dashboards: Executive Network and Risk Analysis. Maintain talent connections, mitigate risks, and propel growth. Download DealCloud resources today!

  • Financial services
  • Private capital
  • + 1 more

Why you’ll need a deal management platform for sourcing add-ons

Learn more on 3 ways for private equity professionals and corporate buyers can more strategically source private equity add-on's given today's market trends.

  • Financial services
  • Intapp DealCloud

Why Do Your Deals (Still) Fall Apart?

We've compiled our four best recommendations for private equity deal sourcing strategies using data and learnings from our clients over the past decade.

  • Intapp DealCloud

The Most Important 100 Day Plan Your Firm Will Ever Create

Creating a 100 day plan for your private equity firm? Learn our key takeaways for seamless CRM implementation from clients who have successfully integrated a CRM at their firm.

  • Financial services
  • Private capital
  • + 1 more

Leveraging Data to Maintain Visibility on the Market and Firm-Wide Goals

With the increased competition in the market, it’s more challenging than ever for leaders at private equity firms to think about how the market is […]

  • Intapp DealCloud

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 […]

  • Investment banking
  • Intapp DealCloud

Are your sponsor relationships growing stale?

To kick-start business development efforts, follow our four ways for investment bankers to perform a “deal sponsor relationship health” self-assessment.

  • Financial services
  • Investment banking
  • + 1 more