Industry: Financial services

Video

Fireside Chat with the Carlyle Group and Orrick

  • Financial services
  • Investment banking
  • + 1 more
Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes.

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Downloadable

Understanding and preparing for each stage of a venture capital deal

  • Capital markets
  • Financial services
  • + 2 more
Venture capitalists recognize that finding and executing the right deals is more important to their long-term success than beating rivals to the table. It’s time for you as an investor to revisit the stages of venture capital deals and compare the unique attributes of each stage to your own strategy.

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Blog Posts

Productivity tips for every member of your M&A team

  • Corporate
  • Financial services
  • + 1 more
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.

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Blog Posts

Why financial services firms need better risk management

  • Financial services
  • Intapp DealCloud
All dealmakers know that compliance regulations are increasing, but many of them don’t know the reasons behind this increased scrutiny. Read our 7 case-building arguments in favor of improving risk management and how it can help your firm in the long-run.

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Blog Posts

Better manage your pipeline with deal pipeline software

  • Financial services
  • Intapp DealCloud
Ditch the spreadsheets and leverage deal pipeline software like DealCloud to manage your pipeline efficiently and accurately. Schedule a demo today!

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Blog Posts

Streamline your sanctions screening workflow with Intapp DealCloud 

  • Financial services
  • Intapp Collaboration
  • + 1 more
Learn how DealCloud Conflicts can help streamline your firm’s sanctions screening strategy to mitigate overall risk and compliance.

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Blog Posts

Deal management pitfalls and avoidable execution bottlenecks

  • Financial services
  • Intapp DealCloud
Deal management pitfalls and avoidable execution bottlenecks 

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Blog Posts

How to show investors proof of progress on ESG promises

  • Financial services
  • Private capital
  • + 1 more
Better insight into ESG investing across the portfolio can improve investment and operations strategies. This requires accurate ESG data, which can all be accessed quickly via a single, centralized location like DealCloud. Read more.

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Blog Posts

4 must-have dashboards for capital market dealmakers

  • Financial services
  • Intapp DealCloud
4 must-have dashboards for capital market dealmakers

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Blog Posts

Opportunities in a down market: Where should commercial real estate look?

  • Financial services
  • Real assets
  • + 1 more
A real estate technology expert shares insights and advice to help commercial real estate firms navigate a volatile environment.

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