Practical insights for professional services firms

Read our guide on building a strong foundation of data integrity to promote better decision making in financial firms.

Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.

Read our guide to why commercial real estate (CRE) firms require unique, purpose-built pipeline management solutions.

Learn how DealCloud Conflicts can help streamline your firm’s sanctions screening strategy to mitigate overall risk and compliance.

DealCloud built an extensive suite of relationship management solutions designed with features that deliver meaningful outcomes.

The Bressler Risk Blog features a recap of our recent webinar featuring the perspectives of three Intapp implementation partners — Aurora North, InflectionIT, and InOutsource — on migrating risk software from on-premises resources to cloud deployment.

Lionpoint is proud to sponsor Intapp Virtual Connect 2020, to show our support as a certified implementation partner for DealCloud, the leading capital market software solution for investors and dealmakers. We’ll be joined by industry leaders and peers for informative discussions on...

Leading private equity partners recently announced a new initiative to drive a standardized set of ESG (Environmental, Social and Governance) benchmarks to allow for focused reporting and increased comparability.

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,...

Whether real or perceived, conflicts of interest do arise in advisory work and also in capital markets transactions. These Conflicts can be between different clients of the Investment banks, between the Bank and its client and also between particular bankers. It is possible to have all 3...

Throughout this article, we’ll discuss how to use DataCortex to empower you during all stages of the deal lifecycle, from deal origination to deal execution. We’ll also discuss other ways that modern dealmakers are using data analytics in private equity.

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 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...

Read experts’ reflections on key findings from the recent Intapp Risk Staffing Survey to help inform your strategies in the new normal. Research shows that the professionalization of risk teams and firms’ support for distributed staff helped risk services continue without interruption...

Industry experts from Dun & Bradstreet and Intapp discuss how combining automation with effective risk management can drive profitability.

Learn about common problems that complicate the assessment of client requests and the evaluation of new business—and how firms are gaining efficiency.