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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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Top three considerations on CRM contact management for dealmakers

CRM systems serve private equity & investment banking firms of all shapes and sizes— does your firm have a strategy in place for categorization? Learn more.

  • Intapp DealCloud

The More Dealmaking Changes, the More It Stays the Same

Learn about key trends shaping dealmaking and private capital markets including easier fundraising, growth of private companies, dry powder, and the private equity vs public markets debate. Understand how leading software platforms like DealCloud, Intapp, and OnePlace help investment managers respond to market changes.

  • Capital markets
  • Financial services
  • + 3 more

The Ultimate Summer Reading List for Deal Professionals

In our latest post, we review the top five books for dealmakers & investment professionals to read this summer, along with the key lessons for the office.

  • Intapp DealCloud

Top three ways to institute a more meticulous investor relations function

With the incessant demands of LPs, IR managers are tasked with wearing many hats. Here we discuss three ways professionals can gain an edge with investor relations software.

  • Financial services
  • Private capital
  • + 1 more

Top three best practices for lender coverage

In this article, we explore the three cornerstone best practices for initiating and maintaining an effective CRM for lender coverage at firms of all sizes.

  • Intapp DealCloud

Pipeline velocity: How investment banks use technology to work faster and smarter

Tracking pipeline velocity is required in today's competitive landscape. Learn ways every member of your team can leverage our investment banking technology.

  • Financial services
  • Investment banking
  • + 1 more

Top 5 ways technology enables PE firms to better leverage data

Read the key characteristics of the private equity technology leveraged by leading firms in their pursuit of more actionable data that enhances business development.

  • Private capital
  • Intapp DealCloud

Top four best practices for dealmaking road warriors

Explore the top four best practices of on-the-go dealmakers in private equity and investment banking firms such as DealCloud CRM's offline capability, business card scanner & more.

  • Financial services
  • Investment banking
  • + 2 more

Welcome to the Disruption

Intapp DealCloud – over 50% of Intapp DealCloud's new clients are migrating from Salesforce and Dynamics. Intapp DealCloud uniquely equips firms to capture detail, context, and connections driving deals with tailored configurability absent in existing tools.

  • Intapp DealCloud

Top Six Considerations for a Changing Private equity Landscape

The most successful deal makers are systematic in their approach to both inbound and outbound business development, but given the recent changes in the market, taking a systematic approach is much easier said than done.

  • Financial services
  • Intapp DealCloud