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

Check out the top 3 ways building strong relationships can help you improve the due diligence process.

  • Financial services
  • Private capital
  • + 1 more

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the quality of data in most CRMs is poor – records are incomplete, information is missing, and contact information is outdated — leaving partners and clients unsatisfied.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

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

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

For professional and financial services firms, removing data silos is critical in today’s marketplace. By integrating organizational data, firms can gain more holistic views of their performance, make more informed decisions, identify areas for improvement, and respond quickly to changes in the market.

  • Financial services
  • Private capital
  • + 1 more

Fast-track deal team clearance through automated checks

DealCloud Conflicts, which connects with both Intapp and DealCloud products, now offers a team conflicts checking feature.

  • Financial services
  • Private capital
  • + 1 more

The 4 steps of a successful venture capital deal

By following these 4 steps, investors and early-stage deal sponsors can quickly and confidently close their complex venture deals.

  • Private capital
  • Intapp DealCloud

4 outdated dealmaker tools (and what to use instead)

Your firm needs modern dealmaker tools you can rely on, not ones that are outdated or soon to be obsolete.

  • Financial services
  • Private capital
  • + 1 more

5 private equity podcasts dealmakers should listen to in 2023

If you’re like most private equity (PE) dealmakers, you want to continually up-level your skills and stay on top of trends. But you often find […]

  • Private capital
  • Intapp DealCloud

Key indicators that your PE firm needs to implement new technology

Learn about the top indicators that signal if the time is right for your PE firm to implement technology.

  • Private capital
  • Intapp DealCloud