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How investment bankers can find business development success with the “eight-call rule”

  • Financial services
  • Investment banking
  • + 1 more
Investment banks are making a major shift in the firm’s business development strategy in favor of accountability and transparency.

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Webinar

Get to Know DealCloud Product: Spring 2020 Release Overview

  • Financial services
  • Intapp DealCloud

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Blog Posts

Time for investors to get serious about a real estate CRM

  • Real assets
  • Intapp DealCloud
Learn more about how leveraging purpose-built commercial real estate CRM technology can help investors manage relationships and deal flow more effectively.

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Client announcements

Activate Capital Implements DealCloud to Track Deals and Relationship Management

  • Intapp DealCloud

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Client announcements

DealCloud Adds 100th Client of 2020

  • Intapp DealCloud

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Client announcements

Britehorn Partners Chooses DealCloud

  • Investment banking
  • Intapp DealCloud

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Blog Posts

The top five ways a connected technology ecosystem benefits financial services firms

  • Financial services
  • Intapp DealCloud
Managing all the data in your firm's financial services ecosystem can be a huge burden, but implementing a connected firm technology ecosystem is the solution.

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Webinar

Get to Know DealCloud Knowledge Base

  • Financial services
  • Intapp DealCloud

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Client announcements

Caldera Pacific Selects DealCloud to Formalize Deal Management

  • Private capital
  • Intapp DealCloud

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Client Story

How Kayne Anderson optimized information request fulfillment with Intapp DealCloud

  • Financial services
  • Real assets
  • + 1 more
Read how Kayne Anderson improved productivity and accelerated dealmaking by centralizing its data within DealCloud.

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