Blog

Blog

July 20, 2022

5 must-have security features for M&A technology

Ben Harrison

President, Industries

With cyberattacks on the rise, investing in the right M&A technology is more important than ever. A 2021 IBM report found that more than one […]

Continue reading

July 19, 2022

Developing dealmakers: How to turn your M&A analysts into industry leaders with L&D initiatives

Ben Harrison

President, Industries

The number-one driver of workplace culture is the opportunity to learn and grow, according to a recent LinkedIn survey. Although many dealmakers apply learning and […]

Continue reading

July 19, 2022

4 generations at work: How capital markets firms can leverage differences across internal teams

Amit Lalwani

Vice President, Financial Services

With four strikingly different generations at work, it can be difficult to run your capital markets firm as one cohesive, collaborative unit. Age diversity in […]

Continue reading

July 19, 2022

DealCloud named best CRM and deal-origination technology at the 2022 Drawdown Awards

Deal management, CRM, and relationship intelligence platform recognized forexcellence and innovation among service providers PALO ALTO, Calif. — July 19, 2021 — Intapp (NASDAQ: INTA), a leading […]

Continue reading

July 18, 2022

Succession planning best practices for capital markets firms

Ben Harrison

President, Industries

When it comes to restructuring your firm and passing the torch from one partner to the next, failing to plan is the same as planning […]

Continue reading

July 6, 2022

6 tips for evaluating VC pipeline management solutions

Ben Harrison

President, Industries

The complexities of venture capital (VC) pipeline management are well known, with firms often juggling many deals at once. As limited partners’ expectations and competition […]

Continue reading

June 29, 2022

Arrowroot Capital selects DealCloud for company and deal tracking

Arrowroot Capital, a growth equity firm based in Los Angeles, California and Miami, Florida that focuses on growing recurring-revenue software businesses, has selected DealCloud to […]

Continue reading

June 28, 2022

Building and using private equity institutional knowledge

Ben Harrison

President, Industries

Every person on your team possesses knowledge that could be leveraged for your private equity firm’s success. The problem is that this valuable information is often […]

Continue reading

June 24, 2022

Understanding and preparing for each stage of an M&A transaction

Ben Harrison

President, Industries

At least 50% of mergers and acquisitions (M&A) deals fail — and one of the main reasons is that dealmakers aren’t properly equipped to support […]

Continue reading

June 24, 2022

How to create a clear private equity investment thesis

Ben Harrison

President, Industries

For every dozen private equity deals, only one or two generate significant returns to their investors, according to Investopedia. The biggest reason why deals either […]

Continue reading

June 20, 2022

ABA Banking Journal – Controlling risk and compliance: It takes a system

Ben Harrison, Intapp president of financial services, and Nigel Riley, Intapp general manager for risk and compliance, contributed an article to ABA Banking Journal. It […]

Continue reading

June 13, 2022

Despite heightened risk and valuation challenges, Spring 2022 DealCloud Dealmaker Pulse Survey finds dealmakers remain optimistic

Almost half (45%) foresee an impact due to rising geopolitical, economic, and inflationary risks. Many (66%) found increased pricing/valuations in their target sector to be […]

Continue reading

June 8, 2022

Haven Capital selects DealCloud to track relationships and deal flow

Haven Capital, a real estate finance platform, has selected DealCloud to track relationships, deal flow, and investment processes. Founded in 2020, Haven Capital was formed […]

Continue reading

June 7, 2022

3 ways dealmakers can stay connected while on the go

Ben Harrison

President, Industries

In-person meetings, conferences, and networking opportunities remain vital to dealmaking; however, traveling to events can prove problematic. Dealmakers often face connectivity issues, distractions, and other […]

Continue reading

June 1, 2022

Bloomberg – The software that wants to do bankers’ work without replacing them

Liana Baker, editor of the Bloomberg Deals newsletter shared her thoughts on the technology that’s used to get deals done, featuring DealCloud and Ben Harrison, […]

Continue reading

May 23, 2022

Organize your VC deal flow management for a stronger pipeline

Experienced venture capital (VC) deal professionals know that their firms must closely manage all opportunities as they enter and exit the firm’s purview. Without a […]

Continue reading

May 10, 2022

Why dealmakers should replace spreadsheets with pipeline management software

Ben Harrison

President, Industries

It’s not unusual for private equity (PE) dealmakers to use familiar tools like spreadsheets or a generic CRM for pipeline management. However, these solutions are […]

Continue reading

May 10, 2022

Private equity networking: 9 smarter ways to introduce yourself

Ben Harrison

President, Industries

According to a survey conducted by Private equity International, 52.6% of private equity (PE) limited partners (LPs) want to increase the number of fund manager […]

Continue reading

May 4, 2022

Networking advice from private equity experts

Ben Harrison

President, Industries

Private equity (PE) professionals rely heavily on their relationships to create opportunities and close deals. But relationships and networking can be complicated: You have to […]

Continue reading

April 26, 2022

Top 7 private equity books dealmakers should read

Ben Harrison

President, Industries

There’s certainly no shortage of media for today’s dealmakers, from news to trade publications to podcasts. But sometimes what you really want is a deeper […]

Continue reading

«
1
…
3
4
5
6
7
…
14
»