Practical insights for professional services firms
How data integrity can increase firmwide efficiency
Read our guide on building a strong foundation of data integrity to promote better decision making in financial firms.
Understanding and preparing for each stage of an M&A transaction
Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.
How to choose a pipeline management system that supports everyone in your CRE firm
Read our guide to why commercial real estate (CRE) firms require unique, purpose-built pipeline management solutions.
Streamline your sanctions screening workflow with DealCloud
Learn how DealCloud Conflicts can help streamline your firm’s sanctions screening strategy to mitigate overall risk and compliance.
Equip your dealmakers with modern relationship management solutions
DealCloud built an extensive suite of relationship management solutions designed with features that deliver meaningful outcomes.
Lionpoint sponsors Intapp Virtual Connect 2020
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...
Impact of new ESG benchmarks on the private equity sector
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.
How a 360-degree client view will help grow your investment banking business
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,...
Conflicts of interest in investment banking: 3 ways to manage risk with software
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...
Private equity analytics: using data to discover deals
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.
Creating a connected and collaborative private equity firm relies on your adherence to these 3 principles
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.
Is your private equity firm at risk of getting passed by?
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...