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Intapp and DCM Insights’ Rainmaker Genome Project identifies the leading approach to winning new business PALO ALTO, Calif., October 19, 2023 – Intapp (NASDAQ: INTA), a leading […]

Harvard Business Review published an article outlining the findings of The Rainmaker Genome Project. This new study of partners at professional and financial services firms, […]

Indonesia Investment Authority (INA), Indonesia’s sovereign wealth fund, has chosen the DealCloud platform to further refine its deal execution and pipeline management capabilities. “In an […]

Transcript: The headline would be, “Client loyalty is diminishing.” In the past, it was almost a given that you had a deep one-to-one relationship with […]

When sourcing venture capital deals, your firm needs a clear plan to ensure its pursuing the right deals. This plan should include:  You’ll also need […]

Transcript: The Rainmaker Genome Project is really designed to answer a couple of questions about what makes top performing rainmakers or business developers in professional […]

To win more deals and grow their business, transaction advisory services (TAS) teams need to successfully highlight their detailed experience to prospective and existing clients. […]

Quadrille Capital, an independent investment firm focused on technology and health care based in Paris, France and San Francisco, California, has selected DealCloud for deal […]

PALO ALTO, Calif., August 29, 2023 – Intapp (NASDAQ: INTA), a leading provider of cloud-based software for the global professional and financial services industry, today […]

Up to 70% of all customer relationship management (CRM) projects fail. While every organization is different, many firms report the same reasons for failure: misalignment, unclear goals, and […]

Professional and financial services firms are inundated with data every day: new contact information, a target firm’s recent earnings announcement, how much a current client […]

To move quickly, stay organized, and keep ahead of the competition, today’s firms require a well-connected technology ecosystem. Critically, the most successful firms aren’t just […]

The Bloom Organization, an Aventura, Florida–based investment bank specializing in health care mergers and acquisitions, has selected DealCloud to enhance deal flow and reporting. The […]

In an article for Reuters, Lavinia Calvert, Vice President and Legal Industry Principal at Intapp, explains how changes in the legal industry landscape are making […]

Transcript: DealCloud for legal is really differentiated by a couple of things. One is it is the only platform that fully and seamlessly integrates a […]

In the fast-paced, hyper-competitive environment of capital fundraising, placement agent firms need access to reliable, actionable data to help them manage complex relationships, reporting, and deals throughout […]

ALIVE Ventures selects DealCloud to enhance deal execution and relationship management Acumen LatAm Impact Ventures (ALIVE), a Bogotá, Colombia–based investment advisory firm, has selected DealCloud […]

Network Corporate Finance, a Düsseldorf, Germany–based investment banking firm, has selected DealCloud as its internal technology system. The firm will leverage DealCloud’s technology for deal […]

Improve client service with a purpose-built BD solution that automates your firm’s expertise and credentials data Law firms know all too well that it’s easier […]

Trill Impact, a Stockholm-based impact investing firm, has selected DealCloud to enhance and streamline sourcing and origination efforts, relationship management, staffing, and investor relations. “As […]