Conference

9th Private Equity San Francisco Forum

Learn more Attend our roundtable

Join Intapp at the Private Equity San Francisco Forum, where private capital leaders gather to explore the technology, data, and AI strategies shaping the industry’s future. Over two days at the Ritz-Carlton, engage with senior decision-makers, including Managing Directors, Operating Partners, CFOs, Investment Directors, CIOs, and institutional investors driving investment strategy and growth.

Date and time

November 16 – 17, 2026

Monday, November 16
12:00 – 6:30 p.m.
Tuesday, November 17
8:00 a.m. – 6:15 p.m.

Location

The Ritz-Carlton
San Francisco

Why AI won't save your deal flow — and what will

Intapp roundtable

AI won’t fix a deal flow problem built on scattered data. Deal and relationship knowledge sits across inboxes, spreadsheets, and people’s heads — and no model changes that.

Join Intapp Vice President, Paul Oliver for a candid roundtable on what it actually takes to build a deal flow engine that works: consolidating relationship intelligence, structuring the data that matters, and making it accessible to the people who need it.

Date and time

Tuesday, November 17
12:20 p.m.

Panelists