Blog

Blog

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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April 26, 2022

Intapp and KPMG AG form strategic alliance to accelerate digital transformation for professional services and capital markets firms

Alliance combines the Intapp Azure-based industry cloud platform and KPMG’s technology, compliance, and risk consulting expertise to empower professionals and maximize value PALO ALTO, Calif. […]

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April 19, 2022

Plan more productive private equity business trips

Ben Harrison

President, Industries

It’s imperative for fundraising, business development, and deal teams to have technology that supports them in their work, including during business trips. According to Business […]

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April 4, 2022

Top 9 private equity trends and statistics in 2022

Ben Harrison

President, Industries

For general partner (GP) firms navigating the uncharted waters of 2022, it’s essential to keep an eye on emerging private equity trends. Analyzing private equity […]

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