Product: Intapp DealCloud

How exactly will investment banks – especially boutiques – weather this storm and prove they are more than just deal shops? Download our guide to learn our top five tips.

Clients – especially business owners and their executive teams – know more, do more, expect more, and it’s an investment banker’s job to meet those expectations by elevating the client experience to a more robust and interconnected process. In doing so, clients will be happier, more productive, and will ultimately see more long-term success.

The world of private investing has never been more competitive. Every day it becomes more and more difficult to differentiate and stand out amongst the crowd. The need to find more proprietary deals, build better relationships, and be more efficient in your execution is more intensive than it’s ever been.

In this article, we will share more about the ACT Framework and how its core tenets will support and enhance your firm’s deal, relationship, and firm management activities for months and years to come.

The top three reasons your BD travel is less productive than it could be

Read more on our top 5 real estate investment management trends to help investors keep up with the demand for better investment management technology.

Check out the most significant PE trends emerging for capital markets professionals, and plan your firm’s next steps towards becoming a best-in-class organization.

In working with over 500 clients, DealCloud has put together best practices to support your deal and fund raising related travel.

Learn more on how to maintain schedule transparency in your firm by introducing a firmwide calendar integration with DealCloud.

Read our top three tips for better managing CRM data cross-functionally and for maintaining transparency across teams with DealCloud.