Intapp has been named to this year’s Legal Technology Trailblazers list by the National Law Journal. The annual list highlights companies that are changing the way firms operate by delivering innovative solutions that improve the practice of law.

Prior to deploying DealCloud, the Progress corporate development team managed M&A deal flow using spreadsheets. As deal volume and complexity increased, the team struggled to efficiently manage a growing top-of-funnel. Progress recognized the need for a purpose-built platform to improve operations and track potential M&A targets, leading its team to implement DealCloud. Below, we offer an in-depth case study that showcases how Progress manages its corporate development pipeline and relationships more effectively leveraging DealCloud’s technology.

Intapp is proud to announce that Beth Cuzzone has joined our team as Global Practice Group Leader focused on our marketing and business development solutions. In this role, Cuzzone serves as a champion for marketing and business development professionals in the legal, accounting, and consulting industries, while fostering growth and community across the Intapp client base.

Rising competition and pressure to deploy capital requires that private equity firms put their best foot forward to actively enhance the quantity and quality of deals entering their funnel. Dealmakers want to see every available deal, including add-on opportunities, co-investments, mergers, capital raises, and more. The wider and stronger the relationships these dealmakers have — and the more intentionally they cultivate them — the better their market coverage. In this whitepaper, we’ll explore the topic of relationship management in capital markets including why relationship building is important, how to nurture key relationships with a healthy cadence of communication, how to identify opportunities for introductions to target companies using your relationship network, and how to manage all of the above in the most efficient and self-serving manner.

Purpose-built CRMs like Intapp DealCloud can help your firm improve productivity tracking and maintain transparency in pipeline initiatives.

At Intapp Connect21, industry leaders gathered to discuss the evolving industry landscape and the ways in which technology can support both professionals and their clients. Financial services industry luminaries explored a range of topics, including clients’ growing expectations around transparency and the importance of anticipating future needs and obstacles. These leaders shared the challenges and experiences they’re encountering within their own firms, and revealed the ways Intapp DealCloud technology and related best practices have helped their firms remain competitive by connecting their people, data, and processes. Download our whitepaper to gather more insights on these topics.

IQ-EQ, a leading global investor services group, has chosen to adopt DealCloud for relationship management across multiple brands and a global client base.