Product: Intapp DealCloud

PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets. The integration between PitchBook and Intapp DealCloud helps financial and professional services firms combine PitchBook’s expansive data offerings with Intapp DealCloud’s robust analysis and relationship management tools. Intapp DealCloud with PitchBook creates an integrated data intelligence workstream. This integration keeps all linked data up to date and gives your team easy access to new targets of interest users when they’re actively fundraising or keeping a relationship with other investors, GPs, or service providers.

Owler provides sales intelligence and up-to-date, accurate, and actionable company insights that will improve your sales prospecting, competitor analysis, business information research, client relationships, and much more. Discover business insights to drive and strengthen client relationships and stay up to speed with industry trends — all from a single dashboard in your Intapp CRM.

FactSet creates flexible, open data and software solutions for investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions. Leverage Factset’s datasets from within the DealCloud platform to increase data accuracy and completeness, make robust business decisions, and stay competitive in today’s modern deal-making landscape.

With the integration of Equilar into Intapp’s Datacortex, financial and professional services firms can now leverage the most trusted source for executive and relationship data directly in DealCloud to identify target relationships and expand their network. By connecting Intapp’s DataCortex with Equilar’s corporate leadership database, clients can save time prospecting, map relationships from existing contacts to target accounts, and win new business. With Equilar, maximize contact intelligence with a unified view of executives and board members across target companies, identify connection paths between existing contacts and targeted accounts, and decrease administrative burden by automating account creation, relationship data entry, and updates with.

Investing in the right CRM for M&A is critical to successfully manage arduous and complex corporate M&A deal processes.

Caroline Hill, Editor-in-Chief of Legal IT Insider, spoke with Tony Mckenna, Director of Information Technology and Change at UK top 100 law firm Howard Kennedy and newly elected ILTA president, for an article on his key takeaways from 2023 and what he’s focusing on for 2024. In the article Tony talks about the expected impact of AI and large language models, and explains how working with Intapp has positively impacted the firm’s ability to manage and use it’s data.

Many years ago, in private equity firms, senior investment professionals typically handled origination of deal flow, just as in many law firms today, senior partners handle business development. But the financial services industry moved away from that business model and implemented a more dynamic and successful approach: using business development executives to cultivate new business opportunities. The Legal Sales and Service Organization (LSSO) community is now helping law firms adopt this model with client-facing executives and business development (BD) professionals. Law firm BD and sales executives devote time and resources to identify opportunities and oversee the continuous improvement process. These professionals also implement and monitor the analytics that allow firms to stay a step ahead when managing relationships, sourcing deals, and driving revenue. Watch this webinar to explore best practices, proven strategies, and lessons you can adopt from the private equity industry to develop new business and drive growth.

Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes.

This report gives you an in-depth understanding of the partner profile linked to the most successful rainmakers. It offers industry benchmarks for each of the five partner profiles identified by the research, as well as ideas to help your organization scale business development best practices. And it provides key guidance on how technology like Intapp DealCloud supports the behaviors of successful rainmakers.