October 1, 2024 Banking Risk & Regulation – Feeling conflicted on deals? Your bank is not alone Investment banking Intapp Conflicts Nigel Riley, GM of Compliance Solutions at Intapp, published an OpEd in Banking Risk & Regulation, an arm of the Financial Times. His article covered the imperative for investment banks understand how conflicts has evolved and to implement a standardized process to clear clients, assignments and employees. Continue reading →
June 4, 2024 Intapp partners with Bite Investments to enhance investor management Financial services The new partnership between Intapp and Bite Investments provides native access to asset and investment management capabilities. Continue reading →
May 16, 2024 Intapp announces additions to Industry Solutions team Accounting Intapp added three key members to its Industry Solutions team: Tom Koehler, Rudy Saad, and Laura Saklad. Led by President of Industries Ben Harrison, the Industry Solutions team embodies Intapp’s commitment to applying an intimate understanding of the unique needs of its client industries to the development of its vertical AI solutions. Continue reading →
July 20, 2023 ALIVE Ventures selects DealCloud to enhance deal execution Capital markets Intapp DealCloud ALIVE Ventures has selected DealCloud to enhance its deal execution and relationship management. The investment advisory firm will leverage DealCloud’s technology to manage its pipeline and relationships, and to improve its fundraising and investor relations processes Continue reading →
July 18, 2023 Network Corporate Finance selects DealCloud as its internal technology system Capital markets Intapp DealCloud Network Corporate Finance, a Düsseldorf, Germany–based investment banking firm, has selected DealCloud as its internal technology system. The firm will leverage DealCloud’s technology for deal origination, pipeline management, and relationship management. Continue reading →
July 6, 2023 Unio Partners selects DealCloud to improve firmwide visibility Capital markets Intapp DealCloud Unio Partners, a São Paulo–based investment bank, has selected DealCloud to streamline deal execution and origination efforts. The firm will utilize DealCloud’s technology for its sourcing and origination efforts, buyers lists, staffing, task management, and relationship management. Continue reading →
June 29, 2023 Trill Impact selects DealCloud to manage sourcing and origination efforts Investment banking Intapp DealCloud Trill Impact, a Stockholm-based impact investing firm, has selected DealCloud to enhance and streamline sourcing and origination efforts, relationship management, staffing, and investor relations. Continue reading →
June 2, 2023 Arctic Securities selects DealCloud as its purpose-built technology Investment banking Intapp DealCloud Arctic Securities, a leading independent Norwegian investment bank specializing in corporate finance transactions and advisory services, securities sales, and trading, as well as equity and […] Continue reading →
April 19, 2023 Acacia Group selects DealCloud to support relationship, deal, and data management Investment banking Intapp DealCloud Acacia Group, an independent sponsor in the digital transformation sector, has selected DealCloud to support strategy development, relationship management, deal origination, and execution. “At […] Continue reading →
December 7, 2022 SEB Investment Banking selects DealCloud to drive businesswide connectivity and collaboration Investment banking Intapp DealCloud SEB Investment Banking, one of the leading investment banks in the Nordic region, has selected DealCloud as its internal technology system to improve connectivity and collaboration across the business. Continue reading →
November 15, 2022 GP Bullhound selects DealCloud to drive firmwide connectivity and collaboration Investment banking Intapp DealCloud GP Bullhound, a global independent technology advisory and investment firm, has selected DealCloud as its CRM and deal management system. Implementing DealCloud will create a […] Continue reading →
March 29, 2022 DealCloud wins big at PE Wire European Awards 2022 Capital markets Intapp DealCloud Readers of Private equity Wire, a leading industry publication for the capital markets, named DealCloud Best Deal Origination Technology and Best Fundraising Technology. Continue reading →
March 22, 2022 Women’s World Banking Asset Management Selects DealCloud as Its Centralized Technology Platform Financial services Intapp DealCloud Women’s World Banking Asset Management (WAM), the investment arm of Women’s World Banking, has selected DealCloud to enhance pipeline and portfolio management, investor relations, and reporting. Continue reading →
November 22, 2021 Falcon Capital Partners Selects DealCloud for Pipeline and Data Management Investment banking Intapp DealCloud Falcon Capital Partners, a leading Philadelphia-based middle-market investment bank focused on providing M&A advisory services, has selected DealCloud for pipeline and data management. Falcon Capital […] Continue reading →
November 2, 2021 DealCloud’s New Relationship Intelligence Insights Leverage Dealmakers’ Networks to Drive Growth Capital markets Intapp DealCloud Intapp has expanded the relationship intelligence functionality within its DealCloud solution, helping firms grow business and improve outcomes using the power of professional networks. DealCloud relationship intelligence uses AI and predictive insights to help dealmakers improve deal sourcing, business development, fundraising, and related functions using the reach and strength of their personal networks and those of professionals across the firm. Continue reading →
September 23, 2021 Jasmin Capital Chooses DealCloud for CRM Investment banking Intapp DealCloud Jasmin Capital, a Paris-based placement agent and private markets specialist that provides investment advisory services, has selected the DealCloud platform for its placement agent CRM. […] Continue reading →
July 26, 2021 Greenhill & Co. Selects DealCloud to Drive Firmwide Connectivity and Collaboration Investment banking Intapp DealCloud Greenhill & Co., a New York-based independent investment banking firm, has selected DealCloud to support pipeline, execution, and relationship management for mergers and acquisitions, […] Continue reading →
July 15, 2021 PJ SOLOMON Selects DealCloud as Its Technology Infrastructure Investment banking Intapp DealCloud PJ SOLOMON, a leading financial advisory firm based in New York City, will leverage DealCloud as its technology infrastructure. “DealCloud will become our new […] Continue reading →
May 12, 2021 Hexagon Capital Alliance Selects DealCloud to Manage Its M&A Advisory Business Investment banking Intapp DealCloud Hexagon Capital Alliance LLC (“HCA”) — an Orange County, California-based middle-market investment banking firm providing mergers and acquisitions, capital raise, and strategic advisory services — […] Continue reading →
May 3, 2021 Intapp Announces Plan to Acquire Repstor Accounting Acquisition to Bring Secure, Frictionless Collaboration, and Microsoft Teams Management to Professional and Financial Services Firms Continue reading →
March 23, 2021 Briarcliffe Credit Partners Chooses DealCloud for Relationship and Fundraising Process Management Investment banking Intapp DealCloud Briarcliffe Credit Partners (BCP), a New York-based placement agency specializing in private credit, has selected DealCloud as its technology solution for relationship management and investor […] Continue reading →