Industry: Private capital

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A transformation roadmap for professional services and capital markets firms

  • Private capital
  • Intapp DealCloud
For today’s professional services and capital markets firms, migration to more advanced digital operations is no longer an option; it’s table stakes. Leading firms across legal, accounting, consulting, investment banking, and private capital markets are leveraging technology in truly transformative ways — empowering their professionals, exploring new business models, and gaining a competitive edge along the way. By taking an industry cloud approach, firms can transform their client, investor, and employee experiences: Surfacing new insights, uncovering hidden risk, and improving efficiency with applied AI Improving accuracy, satisfying clients, and saving busy professionals time with zero-entry data capture Improving knowledge-sharing firmwide with industry-specific collaboration, deal, and pipeline management capabilities Enabling data-informed decision making at all levels, across the firm Learn more about best practices and technology for digitizing core processes, migrating to the cloud, and acquiring or developing connected enterprise technologies to accelerate your firm’s transformation.

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Blog Posts

Fast-track deal team clearance through automated checks

  • Financial services
  • Private capital
  • + 1 more
DealCloud Conflicts, which connects with both Intapp and DealCloud products, now offers a team conflicts checking feature.

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Blog Posts

The 4 steps of a successful venture capital deal

  • Private capital
  • Intapp DealCloud
By following these 4 steps, investors and early-stage deal sponsors can quickly and confidently close their complex venture deals.

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Press release

Excel Group selects DealCloud as its purpose-built technology

  • Private capital
  • Intapp DealCloud

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Blog Posts

4 outdated dealmaker tools (and what to use instead)

  • Financial services
  • Private capital
  • + 1 more
Your firm needs modern dealmaker tools you can rely on, not ones that are outdated or soon to be obsolete.

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Blog Posts

5 private equity podcasts dealmakers should listen to in 2023

  • Private capital
  • Intapp DealCloud

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Blog Posts

Key indicators that your PE firm needs to implement new technology

  • Private capital
  • Intapp DealCloud
Learn about the top indicators that signal if the time is right for your PE firm to implement technology.

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Press release

Cuadrilla Capital selects DealCloud as its centralized technology system

  • Private capital
  • Intapp DealCloud

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Blog Posts

How these dealmakers convinced their partners to adopt industry-specific CRM

  • Financial services
  • Private capital
  • + 1 more
Learn how several dealmakers led industry-specific CRM adoptions at their firms after making a case and gaining buy-in for technology.

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Media coverage

FundFire – Buyout performance ‘showing cracks’ but Q3 valuations move little

  • Financial services
  • Private capital
  • + 1 more
FundFire Senior Reporter, Tom Stabile published an article on valuation adjustments and market expectations using our Autumn 2022 Dealmaker Pulse Report as a proof point. He asserts that early signals from private equity managers aren’t showing dramatic moves to reflect the market downturn through the third quarter and that many are holding out for a clearer picture.

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