Product: Intapp DealCloud

More than a CRM, DealCloud is a purpose-built platform for the collective intelligence of your people and processes — a single source of truth to manage relationships, track and forecast pipeline, and streamline execution.

Learn how the Preqin integration within DealCloud DataCortex allows your IR professionals to fundraise more efficiently.

In this on-demand webinar, we’ll explore how transaction advisory teams can streamline labor-intensive business development workflows so you can uncover more opportunities and rapidly identify whitespace with sponsors. Our experts will demonstrate how you can leverage technology to gain a holistic view of your teams’ current deals and deal participants, as well as access insights from similar or previous engagements and related market data.

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.

Implementing an integrated central database has become a necessity for firms operating in the debt capital markets.

Implementing an integrated central database has become a necessity for firms operating in the debt capital markets.

In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities.