To kick-start business development efforts, follow our four ways for investment bankers to perform a “deal sponsor relationship health” self-assessment.

This AI-powered, intelligent platform enables firms to deliver a unified client experience across the engagement life cycle.

CRM systems serve private equity & investment banking firms of all shapes and sizes— does your firm have a strategy in place for categorization? Learn more.

Learn about key trends shaping dealmaking and private capital markets including easier fundraising, growth of private companies, dry powder, and the private equity vs public markets debate. Understand how leading software platforms like DealCloud, Intapp, and OnePlace help investment managers respond to market changes.

In our latest post, we review the top five books for dealmakers & investment professionals to read this summer, along with the key lessons for the office.

With the incessant demands of LPs, IR managers are tasked with wearing many hats. Here we discuss three ways professionals can gain an edge with investor relations software.

In this article, we explore the three cornerstone best practices for initiating and maintaining an effective CRM for lender coverage at firms of all sizes.

Intapp client lifecycle management solution leverages data, automation, and AI to increase your firm's profitability, risk management, pitch support, and other success factors.

Tracking pipeline velocity is required in today's competitive landscape. Learn ways every member of your team can leverage our investment banking technology.

Read the key characteristics of the private equity technology leveraged by leading firms in their pursuit of more actionable data that enhances business development.

Explore the top four best practices of on-the-go dealmakers in private equity and investment banking firms such as DealCloud CRM's offline capability, business card scanner & more.

Intapp DealCloud – over 50% of Intapp DealCloud's new clients are migrating from Salesforce and Dynamics. Intapp DealCloud uniquely equips firms to capture detail, context, and connections driving deals with tailored configurability absent in existing tools.