Downloadable

Faster, simpler technology onboarding at your small capital markets firm

  • Capital Markets
  • Financial Services
  • Private capital
  • DealCloud

If you’re at a small capital markets firm with fewer than 50 employees, you probably don’t have a big in-house technology team. You probably do have a small, scrappy, busy team that lacks the luxury of time to research and implement the best software to support dealmaking. At the same time, your team — and your firm — can’t accommodate a drawn-out implementation that requires hundreds of customizations needed to tailor a generic system to meet your firm’s needs.

So what’s a small firm to do when it’s time to upgrade to an industry-leading, industry-specific customer relationship management (CRM) system?

DealCloud, by Intapp – the CRM built with capital markets firms in mind – offers an accelerated onboarding process for small capital markets firms. In less than three weeks, your small firm can get DealCloud up and running — and you can access DealCloud’s ready-made industry blueprint that includes reporting, notification workflows, relationship management tools, and more.

Download the guide below to learn more about expedited, ready-to-use, CRM onboarding for your firm.