• Resources

    Practical insights for professional services firms

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Capital Markets, Financial Services
Case study

Boyne Capital

After investing time and energy into retrofitting a generic system that only marginally fit the firm’s needs, it became clear to the Boyne Capital team that they required industry-specific technology.

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Capital Markets, Financial Services
Case study

Stephens

Stephens bankers recognized they needed a highly configurable platform that could be customized to fit the firm’s specific deal and relationship management processes, which led them to implement DealCloud.

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Capital Markets, Financial Services
Case study

KPMG Corporate Finance in the U.K.

As the leading mid-market M&A advisor in Europe, transacting more deals per year than any competitor, the KPMG CF team knew it was important to utilize a technology tailored specifically to the needs of M&A processes — technology that would centralize and democratize...

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Capital Markets, Financial Services
Case study

FMI Capital Advisors Implements DealCloud’s Configurable Platform to Address Complex Deal Flow Structure

FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows.

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Capital Markets, Financial Services
Case study

NGP Energy Capital Management Enlists DealCloud to Build a Flexible, Connected, and Transparent CRM Solution

NGP Energy Capital Management desired a flexible, easy to use, purpose-built, industry-specific CRM solution that could enable data to be leveraged firmwide.

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Capital Markets, Financial Services
Case study

FSN Capital Selects DealCloud to Improve Firm Connectivity, Transparency, and Sourcing and Deal Processes

We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow  by leveraging DealCloud’s technology.

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Accounting, Capital Markets

Opening keynote: Connecting your firm to win in the next normal

For all the focus on the “new normal” of work as businesses start to reopen, the greatest innovators in design, technology, and workplace leadership are thinking about the next normal — a world in which flexibility and resilience are the coins of the realm. Fast Company...

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Capital Markets, Financial Services
Case study

DealCloud Helps PAI Partners Perform More Advanced Analytics and Formalize Deal and Relationship Management Functions

When it came time to formalize the deal and relationship management functions at the firm, PAI Partners knew they needed a system that was built for their specific purposes.

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Capital Markets, Financial Services
Case study

J2 Global Leverages DealCloud to Enhance Deal Flow and Efficiently Manage Deal and Corporate Development Activity

The J2 Global Corporate Development team needed a more efficient way to manage its pipeline and deal flow.

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Capital Markets, Financial Services
Case study

DealCloud Enables Sterling Organization to Increase Collaboration and Accelerate Deal Management Process

The Sterling Organization investments team needed a more collaborative and efficient solution for deal and relationship management.

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Capital Markets, Financial Services
Case study

FPE Capital Builds a Stronger, Connected Firm with DealCloud’s Integrated Platform

Growth equity investor, FPE Capital, needed a solution to seamlessly share activities and knowledge across their firm.

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Accounting, Capital Markets
Webinar

Intapp Flow Client Care Program Demo Series

To help you better connect with one another and your clients in these uncharted times, Intapp is honored to offer our world-class technology, expertise, service, and support to our community.

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Capital Markets, Financial Services
Case study

DealCloud Provides Purpose-Built Deal and Relationship Management Platform for Atlantic Street Capital

Private equity firm, Atlantic Street Capital, needed a technology to track and manage everything from deal sourcing to fundraising to business development.

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - IT and Innovation Session

CIOs find themselves on the front lines, enabling their firms to remain connected in this time of social distancing. As we move toward a new normal, innovation can help firms deliver exceptional client experiences and drive operational effectiveness. But — despite having unprecedented...

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Risk & Compliance Session

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...

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Operations & Finance Session

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...

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Accounting, Capital Markets
Webinar

Intapp Connect Virtual Summit - Marketing & Business Development Session

Our personal, professional, and client realities literally changed overnight. How are professional services marketing and business development teams adapting, what challenges and opportunities are they facing, and how can we support one another through these extraordinary times? Watch...

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Accounting, Capital Markets
Webinar

Bringing speed and agility to lawyers and timekeepers in a virtual world

With shelter-in-place orders in effect globally, the remote-work paradigm has shifted quickly and drastically, forcing firms to scramble to deploy fully remote workforces, virtually overnight. This situation puts pressure on firms to maintain client service standards while migrating staff...

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Capital Markets, Financial Services
Case study

Kayne Anderson Real Estate Uses DealCloud to Optimize Productivity, Streamline Deal Execution Process, and Increase Transparency

The real estate investment firm wanted to optimize productivity, streamline the deal execution process, and increase transparency across data outputs to execute on deals more effectively.

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Capital Markets, Financial Services
Case study

Riverside Adopts DealCloud to Streamline Operations, Contain Overhead Costs, and Deliver Better Business Outcomes

This investment management firm was seeking a solution to streamline operations and improve business outcomes.

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Capital Markets, Financial Services
Case study

Hamilton Lane Consolidates Data and Improves Relationship Management with DealCloud Platform

This alternative investment management firm needed a better solution to stay informed in real-time and formalize relationship management data.