Practical insights for professional services firms

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.

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.

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...

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

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

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.

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...

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.

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

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

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

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.

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

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...

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...

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...

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...

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...

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.

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

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