Learn how Intapp DealCloud combined with Intapp Assist for DealCloud enhances productivity and helps teams make smarter decisions.

Read highlights from this Private Equity Wire interview to learn how private capital firms use Intapp DealCloud to improve pipeline management and drive growth.

Learn why you should replace your legacy CRM system with an AI-powered investment banking CRM, and what features to look for when evaluating your options.

Research reveals that 76% of professionals at partner-led firms are interested in using AI data summarization. Learn how Intapp Assist for DealCloud’s deal summaries, meeting summaries, and other detail page summaries provide critical AI-driven insights.  

Intapp DealCloud recently released a suite of new product innovations designed to support professionals at partner-led firms like yours. From AI and automation to zero-entry capabilities, your firm can leverage all DealCloud has to offer to improve efficiency and enhance collaboration.

Your firm’s success hinges on the strength of its relationships. However, most teams don’t have the time or tools to manage their relationships effectively. Learn how relationship signals simplify professional relationship management by centralizing AI-driven intelligence within Intapp DealCloud.

Intapp DealCloud has been awarded a 2024 CRM Excellence Award by TMC. The platform helps firms discover, win, and execute more business by providing a unified way to manage deals and relationships.

U.S. Realty Advisors, a leading commercial real estate investment and asset management firm, will use Intapp DealCloud to facilitate firm growth. DealCloud and its AI capabilities will help the firm modernize pipeline management from acquisition through execution.

Lavinia Calvert, Vice President of the Legal Industry Group at Intapp, published a new article in Reuters on creating the right environment to support an Activator approach in law firms. This article furthers the topics she covered in her last article on how changing client buying behaviors are necessitating changes in business development practices.

New opportunities are expected to emerge for investors later this year, and competition will be fierce. Securing a first-mover advantage requires a real estate CRM platform built for investors. Learn about three ways these platforms help investors source and win the most profitable deals.