Product: Intapp DealCloud

Whether you work in a private equity, investment banking, asset management, or another capital markets firm, there is an irrefutable reliance on data that is growing with every day, month, and year that goes by. By integrating FactSet’s data into DealCloud DataCortex, capital markets professionals can search and query FactSet’s data in real-time without ever leaving the DealCloud platform. In this video, we’ll show you how FactSet can save you vital time by eliminating the need for manual data entry.

Build more robust third-party data reporting without leaving your pipeline management solution. By unlocking the PrivCo integration within the DealCloud DataCortex, you can now access key analytics and dive deeper into your data within your usual workflow. In this video, we’ll show you an example of how to utilize this key feature.

Leverage S&P Global Market Intelligence’s robust data on private and public companies, newsworthy developments, key professionals, industry metrics, and more directly from your DealCloud dashboards through the DataCortex solution. Watch the demo to learn how to populate company and contact records, reports, dashboards, and PDF tearsheets rich with S&P data from within DealCloud.

Capital markets professionals looking to enhance their current research and insights offerings can augment and support proprietary data directly within their DealCloud pipeline through the use of the PitchBook data integration. In this demo, DealCloud Solutions Engineer Emanuel Mesa shows us how to fuel stronger market coverage using the integration.

DealCloud’s Emanuel Mesa (Solutions Engineer) demos a high-level overview of DealCloud’s Preqin integration and shares how users can utilize this asset to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives.

Intapp DealCloud helps firms perform whitespace analysis to expand coverage for legal practice and service areas, boost client service levels, and build client loyalty to drive revenue and profitability.

Intapp DealCloud helps firms perform whitespace analysis to expand coverage for legal practice and service areas, boost client service levels, and build client loyalty to drive revenue and profitability.

Intapp surveyed private equity professionals about recent deal activity and fundraising as well as trends, factors, and challenges that concern them in the months ahead for its Spring 2022 DealCloud Dealmaker Pulse report. The survey showed record-breaking activity in the past six months not only in the number of deals, but also in competition, pricing for deals, and fundraising.

It isn’t always easy to convince firm partners to adopt consulting CRM software. Employing a combination of carrots and sticks can help move the adoption process along.