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Succession planning best practices for capital markets firms

  • Financial services
  • Private capital
  • + 1 more
Check out three best practices that capital markets firms can take to smoothly implement a succession plan.

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Blog Posts

6 tips for evaluating VC pipeline management solutions

  • Private capital
  • Intapp DealCloud
Investing in software for VC firms can help firms stay ahead. Here are 6 tips for evaluating VC pipeline management solutions.

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Press release

Arrowroot Capital selects DealCloud for company and deal tracking

  • Private capital
  • Intapp DealCloud

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Blog Posts

Building and using private equity institutional knowledge

  • Financial services
  • Private capital
  • + 1 more
When a PE firm builds, organizes, and deploys its institutional knowledge, it can discover and execute more profitable deals.

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Blog Posts

Understanding and preparing for each stage of an M&A transaction

  • Private capital
  • Intapp DealCloud
Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.

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Blog Posts

How to create a clear private equity investment thesis

  • Private capital
  • Intapp DealCloud

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Downloadable

Impact of new ESG benchmarks on the private equity sector

  • Financial services
  • Private capital
Leading private equity partners recently announced a new initiative to drive a standardized set of ESG (Environmental, Social and Governance) benchmarks to allow for focused reporting and increased comparability.

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Media coverage

ABA Banking Journal – Controlling risk and compliance: It takes a system

  • Capital markets
  • Financial services
  • + 1 more
Intapp’s Ben Harrison and Nigel Riley contributed an article to ABA Banking Journal focused on how financial services firms need a system to face tremendous compliance obligations and other elements of risk.

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Press release

Despite heightened risk and valuation challenges, Spring 2022 DealCloud Dealmaker Pulse Survey finds dealmakers remain optimistic  

  • Capital markets
  • Financial services
  • + 2 more
Intapp surveyed private equity professionals about recent deal activity and fundraising as well as trends, factors, and challenges that concern them in the months ahead for its Spring 2022 DealCloud Dealmaker Pulse report. The survey showed record-breaking activity in the past six months not only in the number of deals, but also in competition, pricing for deals, and fundraising.

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Press release

Haven Capital selects DealCloud to track relationships and deal flow

  • Private capital
  • Intapp DealCloud

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