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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 […]

PALO ALTO, Calif. — June 26, 2023 – DealCloud, by Intapp, a comprehensive technology suite provider, today announced that Quilvest Capital Partners (“Quilvest”), a leading […]

In an article for Destination CRM, Brian Bissonette, Intapp Investment Banking Industry Principal, explains how heavy reliance on employee participation alongside ever-expanding data sets can […]

Native access to global M&A data enables investors and advisors to make better-informed and faster business development and deal decisions Palo Alto, Calif., June 13, […]

At today’s professional and financial services firms, easy access to accurate, real-time client intelligence is a key competitive advantage. Still, some firms continue to rely […]

As an acquirer, you need to find a balance between acting quickly and acting carefully. By equipping each member of your M&A function with the right technology, your team can find more quality deals faster without sacrificing security, accuracy, or synergy realization.

According to Thomson Reuters Regulatory Intelligence’s Cost of Compliance Report, 73% of financial services compliance professionals expect an increase in regulatory activity in the near […]