Blog | Intapp

Blog

May 25, 2023

Six reasons to purchase — not build — your capital markets firm’s conflict of interest management software

When it comes to selecting conflict of interest management software for your capital markets firm, the stakes are high: The wrong choice can directly impact […]

Continue reading

May 25, 2023

How to show investors proof of progress on ESG promises

Ben Harrison

President, Industries

This article was originally published by the Denver Business Journal. To read the original, click here. Nearly 90% of limited partners (LPs) say environmental, social […]

Continue reading

May 25, 2023

7 brand reputation management tips for private equity firms

“Relationships break much faster than they’re made, because it’s hard to gain trust and easy to lose it,” writes brand reputation and marketing expert Christopher […]

Continue reading

May 25, 2023

How pipeline management software enables hybrid work in private equity

Despite many private equity firms reopening their doors and welcoming employees back to the office, it’s clear that the hybrid work model — brought on […]

Continue reading

May 23, 2023

How DealCloud simplifies deal flow management

Ben Harrison

President, Industries

Today, the most productive deal teams are adopting DealCloud, a purpose-built information management system that improves process management and eliminates the need to manually record […]

Continue reading

May 16, 2023

Hidden River Strategic Capital selects DealCloud as its technology infrastructure

Hidden River Strategic Capital, a Philadelphia-based private equity firm that supports and invests in owner-operated small businesses, has selected DealCloud to improve its deal pipeline […]

Continue reading

May 3, 2023

How DealCloud seamlessly and automatically captures relationship data

Ben Harrison

President, Industries

Technology-forward firms know the importance of a robust and well-maintained relationship network, but rarely have time to document their networks with manual processes alone. In […]

Continue reading

April 26, 2023

Tips for deal origination in leveraged finance and debt capital markets

Ben Harrison

President, Industries

The leveraged finance and debt capital markets are hot, but they’re also high-risk: According to S&P Global’s ratings research, an estimated $11 trillion in corporate […]

Continue reading

April 25, 2023

How Intapp successfully onboards firms

Ben Harrison

President, Industries

Deploying a system for your financial services firm can be a daunting and stressful process, as it can take months or even years identifying and […]

Continue reading

April 6, 2023

7 steps to creating a private equity 100-day plan for CRM onboarding

Ben Harrison

President, Industries

Private equity professionals are no strangers to 100-day plans. Although the strategy behind them has evolved over the last 20 years, these plans continue to […]

Continue reading

March 27, 2023

Private equity due diligence: 3 ways strong relationships streamline the process

Ben Harrison

President, Industries

The private capital landscape in 2023 resembles one big boomtime hangover, with plenty of negative returns, falling post-money valuations, and a new class of zombie […]

Continue reading

March 25, 2023

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

Ben Harrison

President, Industries

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 […]

Continue reading

March 22, 2023

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

Ben Harrison

President, Industries

At its essence, dealmaking involves finding and executing private capital asset purchases for passive investors or your own acquisitive corporation. Dealmakers transact acquisitions to increase […]

Continue reading

March 21, 2023

Fulfilling the promise of CRM

Transcript: The promise of CRM has always been that no matter who you are at your company, you can have a very full 360-degree view […]

Continue reading

March 9, 2023

DealCloud wins Best Deal Origination Technology and Best Secure Workflow Management Provider at the 2023 Private equity Wire European Awards

Data-powered CRM software designed specifically for capital markets firms recognized forexcellence among service providers in the European private equity industry Palo Alto, Calif., March 9, […]

Continue reading

March 9, 2023

A private capital guide to improving deal velocity with technology

Ben Harrison

President, Industries

As deal activity increases in the private capital markets, firms must take the time to optimize their deal velocity, prepare for the future, and avoid […]

Continue reading

March 8, 2023

5 venture capital trends to monitor in 2023

Ben Harrison

President, Industries

When strategizing your group’s venture capital (VC) spend, it can be tricky to plot the best route to get to your desired goal — especially […]

Continue reading

February 27, 2023

Breaking down data silos: 5 key benefits for professional and financial services firms

What is a data silo? A data silo is an individual database, system, or repository held and managed by one group that is not easily […]

Continue reading

February 21, 2023

Fast-track deal team clearance through automated checks

When considering a proposed deal — and when building the best team possible to support the transaction — it’s vital for consulting firms to first […]

Continue reading

February 13, 2023

The 4 steps of a successful venture capital deal

The work that goes into venture capital (VC) transactions is much more intricate than simply finding unicorns and writing checks. That’s why we’ve created this […]

Continue reading

«
1
2
3
4
5
6
…
15
»