Product: Intapp DealCloud

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. 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.

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.

Venture capitalists recognize that finding and executing the right deals is more important to their long-term success than beating rivals to the table. It’s time for you as an investor to revisit the stages of venture capital deals and compare the unique attributes of each stage to your own strategy.

Intapp and Bureau van Dijk, a Moody’s Analytics company, have expanded their partnership. Investors and advisors now have native access to global mergers and acquisition data directly within DealCloud, enabling better informed business development and deal decisions.

Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.

As an acquirer, you need to find a balance between acting quickly and acting carefully. By equipping each member of your M&A function with the right technology, your team can find more quality deals faster without sacrificing security, accuracy, or synergy realization.

All dealmakers know that compliance regulations are increasing, but many of them don’t know the reasons behind this increased scrutiny. Read our 7 case-building arguments in favor of improving risk management and how it can help your firm in the long-run.

Women’s World Banking: How PE firms benefit from Intapp DealCloud