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Case Study: FMI Capital Advisors

Financial Services
Investment Banking
Intapp DealCloud

Case Study: FMI Capital Advisors FMI Capital Advisors, a subsidiary of FMI Corporation, is a leading investment banking firm. With more than 750 completed M&A transactions, the firm’s industry focus...

Case study

Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution

Financial Services
Investment Banking

Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution Raymond James Financial is a leading diversified financial services company that provides private client advisory services, capital markets and investment...

Case study

Case study: Sterling Organization

Financial Services
Private equity
Real Assets
Intapp DealCloud

Case study: Sterling Organization Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail real estate assets across the risk...

Case study

Case study: PAI Partners implements DealCloud

Financial Services
Private capital
Intapp DealCloud

Case study: PAI Partners implements DealCloud PAI Partners is a European private equity firm headquartered in Paris, France. The firm focuses on making controlling investments in leveraged buyouts of mid-...

Case study

Case Study: FPE Capital

Financial Services
Private equity
Intapp DealCloud

Case Study: FPE Capital FPE Capital is a specialist growth equity investor based in London, England. The firm seeks to invest in software and technology-enabled services businesses in the UK...

Case study

Gerald Edelman

Accounting
Consulting
Intapp DealCloud

Case Study: Gerald Edelman Gerald Edelman was formed in the late 1940s and has established itself as one of the leading mid-tier firms in the UK. Through Gerald Edelman’s business...

Case study

Case study: Cassel Salpeter & Co.

Financial Services
Investment Banking
Intapp DealCloud

Case study: Cassel Salpeter & Co. Cassel Salpeter & Co., LLC, is an independent investment banking firm, founded in 2010, that provides advice to middle-market and emerging growth companies in...

Case study

Kayne Anderson selects Intapp DealCloud enabling deal professionals to focus on optimizing productivity and streamlining the deal process

Financial Services
Real Assets
Intapp DealCloud

Kayne Anderson selects Intapp DealCloud enabling deal professionals to focus on optimizing productivity and streamlining the deal process Since 2007, Kayne Anderson Real Estate has invested in alternative real estate...

Case study

Case study: Hamilton Lane

Financial Services
Private capital
Intapp DealCloud

Case study: Hamilton Lane Hamilton Lane (Nasdaq:HLNE) is an alternative investment management firm that provides innovative private markets services to investors around the world. As of June 30, 2019, the...

Case study

DAC Beachcroft

Legal
Intapp Flow
Intapp Integration Service
Intapp Time

IT Director David Aird shares how DAC Beachcroft is automating time capture, client collaboration workflows and compliance, and how Intapp is helping the firm to deliver on its digital transformation...

Case study

McMillan Accelerates Payment Processing with Intapp Flow & Integrate

Legal
Intapp Intake
Intapp Time

McMillan Accelerates Payment Processing with Intapp Flow & Integrate McMillan LLP is a leading business law firm serving public, private and not-for-profit clients across key industries in Canada, the United...

Case study

Lane Powell centralizes new business acceptance with Intapp

Legal
Intapp Conflicts
Intapp Intake
Intapp Walls

Lane Powell Centralizes New Business Acceptance with Intapp Intapp has enabled Lane Powell to centralize conflicts management, resulting in most conflicts to be cleared in an hour. The centralized model...

Privacy overview

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Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
__cf_bm	1 hour	This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
__hssc	1 hour	HubSpot sets this cookie to keep track of sessions and to determine if HubSpot should increment the session number and timestamps in the __hstc cookie.
__hssrc	session	This cookie is set by Hubspot whenever it changes the session cookie. The __hssrc cookie set to 1 indicates that the user has restarted the browser, and if the cookie does not exist, it is assumed to be a new session.
cookielawinfo-checkbox-advertisement	1 year	Set by the GDPR Cookie Consent plugin, this cookie records the user consent for the cookies in the "Advertisement" category.
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
CookieLawInfoConsent	1 year	CookieYes sets this cookie to record the default button state of the corresponding category and the status of CCPA. It works only in coordination with the primary cookie.
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Cookie	Duration	Description
drift_aid	1 year 1 month 4 days	Drift sets this cookie as a session identifier token. It is used to tie the visitor on your website to a current website session within the Drift system. This enables session-specific features, such as popping up a message only once during a 30 minute session to prevent a disruptive experience.
drift_campaign_refresh	1 hour	Drift sets this cookie as a unique ID for the specific user. This allows the website to target the user with relevant offers through its chat functionality.
driftt_aid	1 year 1 month 4 days	Drift sets this cookie as an anonymous identifier token. As people come onto the site, they will get this cookie.
li_gc	6 months	Linkedin set this cookie for storing visitor's consent regarding using cookies for non-essential purposes.
lidc	1 day	LinkedIn sets the lidc cookie to facilitate data center selection.
UserMatchHistory	1 month	LinkedIn sets this cookie for LinkedIn Ads ID syncing.
visitorId	1 year	ZoomInfo sets this cookie to identify a user.

Performance

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Cookie	Duration	Description
__hstc	6 months	Hubspot set this main cookie for tracking visitors. It contains the domain, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_fs_uid	never	Google Analytics sets this cookie to store an ID string on the current session.
_ga	1 year 1 month 4 days	Google Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors.
_ga_*	1 year 1 month 4 days	Google Analytics sets this cookie to store and count page views.
_gcl_au	3 months	Google Tag Manager sets the cookie to experiment advertisement efficiency of websites using their services.
AnalyticsSyncHistory	1 month	Linkedin set this cookie to store information about the time a sync took place with the lms_analytics cookie.
DRIFT_visitCounts	never	Drift sets this cookie to determine the number of visits of the specific visitor.
fs_lua	1 hour	Captures the timestamp of the last user action. It is used to assist with the FullStory session lifecycle, ensuring user activity extends the session. See “What defines a session in FullStory?” for more info on the session lifecycle.
fs_uid	1 year	This cookie is set by the provider Fullstory. This cookie is used for session tracking.
hubspotutk	6 months	HubSpot sets this cookie to keep track of the visitors to the website. This cookie is passed to HubSpot on form submission and used when deduplicating contacts.
prevBuyingStage	6 months	6sense intent data
sessionUUID	4 hr	A unique identifier for the visitor’s session on the website. Used to correlate page views andactivities to a single browsing session on the website. It will remain unique for the duration of the cookie.
sixSenseUUID	2yr 12hr	A third-party unique identifier for the visitor that is managed by 6sense.
svisitorUUID	2yr 12hr	A long lived unique identifier of this visitor on the website. It is either correlated to the 6suuid or a unique value, and can be changed during the lifetime of this cookie.
visitorUUID	2yr 12hr	A unique identifier for the visitor that is specific to the website, and will remain unique for theduration of the cookie.
vuid	1 year 1 month 4 days	Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos on the website.

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Cookie	Duration	Description
bcookie	1 year	LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser IDs.
bscookie	1 year	LinkedIn sets this cookie to store performed actions on the website.
IDE	1 year 24 days	Google DoubleClick IDE cookies store information about how the user uses the website to present them with relevant ads according to the user profile.
li_sugr	3 months	LinkedIn sets this cookie to collect user behaviour data to optimise the website and make advertisements on the website more relevant.
retargetingUID	1 wk	A unique identifier for the purposes of running 6sense Creative Ads
test_cookie	15 minutes	doubleclick.net sets this cookie to determine if the user's browser supports cookies.
VISITOR_INFO1_LIVE	6 months	YouTube sets this cookie to measure bandwidth, determining whether the user gets the new or old player interface.
VISITOR_PRIVACY_METADATA	6 months	YouTube sets this cookie to store the user's cookie consent state for the current domain.
YSC	session	Youtube sets this cookie to track the views of embedded videos on Youtube pages.
yt-remote-connected-devices	never	YouTube sets this cookie to store the user's video preferences using embedded YouTube videos.
yt-remote-device-id	never	YouTube sets this cookie to store the user's video preferences using embedded YouTube videos.
yt.innertube::nextId	never	YouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.
yt.innertube::requests	never	YouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

Cookie	Duration	Description
_cfuvid	session	Description is currently not available.
int_s	1 hour	Description is currently not available.
int_vc	1 year	Description is currently not available.
loglevel	never	No description available.

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Case Study: FMI Capital Advisors

Raymond James Leverages DealCloud for a Configurable, Enterprise-Grade Investment Banking Solution

Case study: Sterling Organization

Case study: PAI Partners implements DealCloud

Case Study: FPE Capital

Gerald Edelman

Case study: Cassel Salpeter & Co.

Kayne Anderson selects Intapp DealCloud enabling deal professionals to focus on optimizing productivity and streamlining the deal process

Case study: Hamilton Lane

DAC Beachcroft

McMillan Accelerates Payment Processing with Intapp Flow & Integrate

Lane Powell centralizes new business acceptance with Intapp

DealCloud platform

Compliance

Time

Collaboration