Company
DealCloud
56 published works
Horizons
Teaching AI your firm’s language: How ontologies reduce hallucinations and drive down token consumption
By Colin McKee
Private equity firms and investment banks regularly need something that, in the age of AI, should be simple: a report summarizing their team’s engagements across LPs, advisors, and portfolio companies.…
Horizons
5 things private capital firms need to know about AI — and why generic tools won’t cut it
By Colin McKee
A summary of our April 22 webinar: DealCloud with Celeste — AI purpose-built for private capital The conversation around AI in private capital has shifted. It’s no longer a question…
Horizons
Start small, scale smart: A beginner’s guide to Intapp DealCloud automations
By Colin McKee
Intapp DealCloud’s automations feature makes deal flow and data management simple. With outcome- or action-based triggers, the automations feature is built to reduce administrative burden and automatically update data on…
Horizons
Intapp DealCloud named Deal Origination Solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards
By Ali Robinson
DealCloud’s AI-driven deal and pipeline management capabilities recognized forexcellence among service providers in the private equity market Palo Alto, Calif., November 7, 2025 — Intapp (NASDAQ: INTA), a leading global provider…
Horizons
LP Tech Summit: AI, Secondaries, and the Next Frontier of LP Efficiency
By Colin McKee
Recently, the LP Tech Summit brought together leaders from across private markets; LPs, GPs, data vendors, and infrastructure providers to talk about how technology is reshaping the way capital moves.…
Horizons
AI-powered sourcing: giving PCM firms the edge in deal origination
By Colin McKee
Private capital markets (PCM) firms face an increasingly competitive landscape. High-value opportunities are scarce, manual research is slow, and critical relationship data is often siloed. To stay ahead, firms must…
Horizons
Slow fundraising, increasing competition, and siloed data: Solving for today’s private capital advisory challenges
By Colin McKee
Building a thriving private capital advisory practice has become more challenging than ever. Meeting GP and LP expectations is tricky, with advisors often finding themselves caught in a tug of…
Horizons
Make your Intapp DealCloud rollout a success: Real user adoption tips from a global investment firm
By Colin McKee
User adoption is one of the most difficult — yet most important — elements of a successful new technology rollout. Unfortunately, many firms make the all-too-common mistake of waiting until…
Horizons
How Intapp DealCloud helps investment bankers deliver targeted client solutions
By Colin McKee
Clients expect more than execution — they expect insight, creativity, and a deep understanding of their goals. Investment bankers need more than just spreadsheets and instinct to deliver. That’s why…
Horizons
How Corbin Capital Partners empowers employees through innovative data practices
By Colin McKee
At Corbin Capital Partners, a specialized alternative investment management firm, fostering a culture of trust and transparency is more than just a goal — it’s a practice cultivated through thoughtful…