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Client announcements

Cohesive Capital Partners Selects DealCloud

  • Private capital
  • Intapp DealCloud

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Client announcements

Shamrock Capital Deploys DealCloud

  • Private capital
  • Intapp DealCloud

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Blog Posts

The Power of Business Intelligent Thinking at Capital Markets Firms

  • Financial services
  • Private capital
  • + 1 more
We outline the key tenets of Business Intelligence Thinking and how the most effective dealmakers can leverage the use of business intelligence software to increase operational efficiency and success.

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Blog Posts

Three alerts every private equity professional needs in their inbox

  • Private capital
  • Intapp DealCloud
Explore three alert configurations we recommend for private equity firms looking to better leverage their data and analytics.

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Client announcements

Constitution Capital Partners Selects DealCloud

  • Private capital
  • Intapp DealCloud

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Client announcements

Roark Capital Selects DealCloud

  • Private capital
  • Intapp DealCloud

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Client announcements

Alchemy Partners Selects DealCloud

  • Private capital
  • Intapp DealCloud

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Client announcements

CBPE Capital Selects DealCloud

  • Private capital
  • Intapp DealCloud

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Client announcements

3i Group Selects DealCloud

  • Private capital
  • Intapp DealCloud

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Blog Posts

5 Tips for Kick-Starting CRM User Adoption

  • Financial services
  • Private capital
  • + 1 more
This article outlines key user adoption strategies for successfully rolling out a CRM, with tips like emphasizing data quality, setting up duplication rules, tracking usage, leveraging notifications/workflows, and securing executive buy-in.

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