Industry: Financial services

Watch to see how DealCloud with Celeste delivers integrated AI for private capital markets that puts your deal history, relationship activity, and market intelligence to work — directly within the platform your team uses every day. Time-consuming work tied to sourcing deals, creating records from CIMs and agreements, researching firm history, and generating critical reports and fund documents becomes an automated process — enabling your team to move faster and focus on the strategic work that matters most. The webinar includes dedicated workflows for: Fundraising and investor relations professionals — Celeste identifies LP relationships that need attention, prepares your team for re-up conversations using engagement history already in DealCloud, and helps you stay ahead of your reporting cycle. Private credit teams — Celeste prioritizes pipeline, monitors borrower relationships, and helps you move from origination to close with less manual lift. Real assets teams — Celeste compresses diligence workflows, tracks counterparty relationships across complex deal structures, and surfaces project intelligence without leaving the platform. Watch now to see firsthand how DealCloud with Celeste can change how your firm works.

DealCloud and Celeste: From Coverage to Close Watch to see how DealCloud with Celeste delivers integrated AI for investment banking that puts your deal history, relationship activity, and mandate intelligence to work — directly within the platform your team already uses every day. Time-consuming work tied to coverage management, creating records from CIMs, researching the bank’s deal history, and generating client-ready documents all becomes an automated process — enabling your team to move faster and focus on the client relationships and mandates that matter most. This session includes dedicated use cases for: M&A teams — Celeste screens opportunities faster and manages active mandates with less friction using data already in the platform Sector coverage bankers — Celeste helps you stay ahead of your client universe, surface relationship gaps before they cost you a mandate, and walk into every conversation knowing your firm’s full history with that account Capital markets teams — Celeste accelerates execution from mandate to close, runs document workflows without slowing the deal down, drawing on firm history to sharpen every client conversation Watch now to see firsthand how DealCloud with Celeste changes how your investment banking team works

Integrating Gain.pro market intelligence into the Intapp DealCloud CRM gives you real-time insights that enhance deal sourcing and analysis. View the webinar to learn how.

With the introduction of Microsoft Copilot, firms are starting to apply generative AI to their daily work — but data security remains a concern for many. How can your firm confidently deploy Copilot while preventing oversharing and maintaining client trust? Watch this on-demand webinar to find out. You’ll learn how: Intapp’s partnership with Microsoft can help your firm address these concerns Your firm can use Intapp Walls with Copilot to prevent oversharing Copilot helps your professionals save time on key tasks Intapp Walls complements Microsoft Purview

Join us for our webinar “Navigating compliance challenges: Leveraging Intapp’s Walls to address oversharing with Microsoft Copilot.” We’ll explore how Intapp Walls for Copilot can help your firm prevent oversharing of sensitive data.

Intapp DealCloud is more than just a CRM. It’s an AI-powered platform that provides robust deal and relationship workflows, key insights for better decision-making, and a central hub for collaboration and knowledge sharing. And we continue to improve and add new features to our software to meet your firm’s evolving needs. Watch our Intelligence Applied Launch Day session to learn more about the latest DealCloud updates, including: Key product capabilities added in the past year Applied AI in DealCloud DealCloud’s product roadmap and ways to engage and contribute ideas

Intapp has invested in AI capabilities for many years, empowering firms like yours to grow, evolve, and succeed in the long term. Learn more about our cloud-based, AI-powered risk and compliance products, as well as recent and upcoming AI enhancements in the cloud. This session covers: Key enhancements added to Intapp risk and compliance products in the past year A review of current and upcoming AI capabilities Recommendations and available resources for your journey to the cloud

With 2024 approaching, it’s never early to start setting fundraising goals for next year. By analyzing market trends and building a strategy based on actionable data insights, your firm can step confidently into a strong fundraising year. DealCloud, winner of “Best Fundraising Technology” at the 2022 Private Equity Wire European Awards, partnered with Preqin for a webinar on bringing curated investor profiles, investment criteria, firm information, and up-to-date contact details directly into your firm’s data, relationship, and pipeline solution.   By harnessing the power of integrated, automated data, firms can build a fundraising plan in 2024 more quickly and easily.   In this webinar recording, we shared:   2023 fundraising trends and expectations for 2024 More about DataCortex, DealCloud’s third-party data solution More about Preqin, with guest speaker Johnathan Hunter, Customer Success Manager at Preqin The Preqin/DealCloud integration live

In the decade since the last worldwide financial crisis, the business of law has changed significantly. Risk and compliance teams have continued to mature during this time; they now assess risk more holistically to inform strategic growth. Today, as we enter unchartered territory for the world’s economy and the practice of law, risk teams will prove more important than ever in helping their firms adapt to new conditions while continuing to achieve their goals. Please join John Sharkey, Vice President of Risk Practice at Intapp, and Judy Berman Director, Global New Business Intake and Information Management at Sherman & Sterling whom will provide observations on challenges, trends, and opportunities for strengthening law firm risk and compliance in the current environment: Introducing risk-aware business development targeting to maximize efficiency, drive strategic alignment, and make profitable decisions Breaking down silos to comprehensively manage risk across business acceptance processes Monitoring and surfacing ongoing risks to protect your firm.

In the face of challenging economic times, firms have historically adapted using alternative business practices not just to meet near-term client needs but also to fundamentally reinvent the way they work. Today, finance and operations professionals enjoy increased access to data and more sophisticated technology than ever before, which enables them to drive firmwide transformations for long-term profitable delivery. Join Chris Kraft, General Manager of Operations and Finance at Intapp, and Toby Brown, Chief Practice Management Officer at Perkins Coie, to learn how, in challenging times like these, a truly connected firm can enhance outcomes: Learning from this period of deep crisis to adapt and drive lasting, positive change Recognizing that prioritizing client needs doesn’t mean sacrificing profitability Advocating effectively for a change agenda across the entire firm.