In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities.

Women’s World Banking: How PE firms benefit from Intapp DealCloud

Discover how DealCloud helps firms streamline workflows, reduce administrative burden, and improve data quality to elevate decision-making and deal outcomes.

Learn how DealCloud captures data automatically, creates company and contact profiles on your behalf, and utilizes relationship intelligence to help you better leverage and maintain your network.

Intapp knows that adopting new technology can be a major undertaking, which is why we ensure successful implementation. Our dedicated teams will help onboard your staffers and integrate Intapp DealCloud into day-to-day processes, so that your firm is set up for success from day one.

Create your own effective private equity 100-day plan for CRM onboarding and ensure your implementation process goes smoothly.

Check out the top 3 ways building strong relationships can help you improve the due diligence process.

Read our five reasons why your firm should invest in capital markets marketing by incorporating content marketing and communications programming into your strategy.

Track improvements to your private capital deal velocity and other leading key performance indicators with DealCloud.

Check out the top 5 venture capital trends of 2023 to predict the best ways to move forward with your investments.

Generic, first-generation CRM systems were built to support companies with high sales volumes of standardized products. But financial and professional services firms have different operating models based on lower transaction volumes at higher values. Learn how industry-specific, second-generation CRMs with purpose-built data models and workflows can help your firm discover, win, and execute more business.

Your firm needs modern dealmaker tools you can rely on, not ones that are outdated or soon to be obsolete.

Learn about the top indicators that signal if the time is right for your PE firm to implement technology.

Rogue technology may seem like an opportunity to close your deals faster, but unapproved tools can lead to costly security breaches.

With technology like DealCloud, private equity firms and investment banks can streamline and even eliminate some meetings altogether.

Five reasons why technology is your advisory firm’s most valuable asset

Alternative asset managers need a better way to build institutional knowledge

DealCloud’s helps firms like KPMG support their capital market deal teams, improve collaboration, and streamline operations.

We interviewed Arc Ventures’ ventures operations manager (VOM) to learn more about how technology can empower operations managers.

When it comes to venture capital versus private equity deals, there are key distinctions that firms must address.