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How these dealmakers convinced their partners to adopt industry-specific CRM

Learn how several dealmakers led industry-specific CRM adoptions at their firms after making a case and gaining buy-in for technology.

  • Financial services
  • Private capital
  • + 1 more

7 types of meetings that private equity firms and investment banks can streamline or eliminate with technology

With technology like DealCloud, private equity firms and investment banks can streamline and even eliminate some meetings altogether.

  • Investment banking
  • Private capital
  • + 1 more

3 steps for better collaboration within capital market deal teams

DealCloud’s helps firms like KPMG support their capital market deal teams, improve collaboration, and streamline operations.

  • Financial services
  • Private capital
  • + 1 more

How the right tech improves efficiency for ventures operations managers

We interviewed Arc Ventures’ ventures operations manager (VOM) to learn more about how technology can empower operations managers.

  • Financial services
  • Private capital
  • + 1 more

Venture capital versus private equity relationships — and how to improve both

When it comes to venture capital versus private equity deals, there are key distinctions that firms must address.

  • Private capital
  • Intapp DealCloud

Modernize your private equity marketing to attract LPs, intermediaries, and private companies

Learn how you can modernize your private equity marketing, and how digital technology like Intapp DealCloud can help.

  • Financial services
  • Private capital
  • + 1 more

5 must-have security features for M&A technology

Prevent data breaches from happening to your firm by adopting M&A technology that includes these five must-have security features.

  • Financial services
  • Private capital
  • + 1 more

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

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 […]

  • Private capital
  • Intapp DealCloud

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

With 4 different generations at work, it can be difficult to run your capital markets firm as one cohesive, collaborative unit.

  • Private capital
  • Intapp DealCloud

Succession planning best practices for capital markets firms

Check out three best practices that capital markets firms can take to smoothly implement a succession plan.

  • Financial services
  • Private capital
  • + 1 more

6 tips for evaluating VC pipeline management solutions

Investing in software for VC firms can help firms stay ahead. Here are 6 tips for evaluating VC pipeline management solutions.

  • Private capital
  • Intapp DealCloud

Building and using private equity institutional knowledge

When a PE firm builds, organizes, and deploys its institutional knowledge, it can discover and execute more profitable deals.

  • Financial services
  • Private capital
  • + 1 more