Private equity lender relationship management needs starts by evaluating and analyzing data to creating a consistent evaluation strategy.

Intapp's Company Security Officer discusses how professional services firms should select a secure cloud service provider, including CSA Star certification.

How third-party data can deepen intelligence, and the importance of data stewardship, by Preqin and DealCloud. This article was originally published on the Preqin website.  […]

Global Head of Intapp Solutions, Sagar Shukla discusses how to leverage your firm’s data to turbo charge your marketing efforts and drive ROI.

Co-Founder & Senior Vice President of Technology Dan Harsell discusses how Intapp was founded, our first customers, friendships, and more.

Uncover on your firm's valuable financial intermediary intelligence and focus business intelligence efforts on high priority relationships.

Practice Group Leader, Darryl Cross uncovers the importance of the Chief Marketing Officer in sparking change in law firms to drive firm growth.

Jennifer Johnson Scalzi of Calibrate Legal discusses relevant topics marketing professionals in legal are currently grappling with.

We outline the key tenets of Business Intelligence Thinking and how the most effective dealmakers can leverage the use of business intelligence software to increase operational efficiency and success.

Explore three alert configurations we recommend for private equity firms looking to better leverage their data and analytics.

Key themes emerged at 2019 AICPA Engage such as accounting digital transformation, achieving efficiency through data and employing specialization.

Learn ways to boost your M&A or private equity firm's digital presence to support the business development function with smart, tactical marketing campaigns.