We help firms shift to a modernization strategy and gain a growth edge in today’s competitive marketplace. We offer intelligent solutions – purpose-built for partner-led firms – spanning the entire client lifecycle, from strategy through origination and execution.
Every major investment banking and advisory (IB&A) firm has an AI strategy these days. But many of those firms aren’t actually AI-ready: they lack the infrastructure and governance frameworks required to effectively scale it and unlock its full value.
The…
The phrase “data-driven” has become so overused in private markets that it’s nearly lost meaning. Every firm claims it. Pitch decks reference proprietary data, systematic sourcing, rigorous analytics. And yet in the same industry, associates still spend hours pulling from…
Newly launched restructuring-focused investment bank selects Intapp DealCloud to track relationships, manage deal pipeline, and scale with confidence
PALO ALTO, Calif. — June 09, 2026 — Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries,…
Your private capital firm probably has an AI strategy. But is your firm AI-ready?
If you’re stuck in an ongoing cycle of AI point-tool pilots focused on narrow use cases, the answer is probably “no.”
And you’re not alone. Research…
There’s a distinction I find myself making more often in conversations with law firms: the difference between the practice of law and the business of law.
AI tools are advancing fast on the practice side. Harvey is a good example,…
The previous article in this series examined the forces widening the operating model divide: mandate concentration, intelligence complexity, and the compounding advantage of agentic AI. This article looks at where the most valuable mandates come from, and the sponsor intelligence…
The previous article in this series examined how fragmented data is impacting coverage precision. This article explores how modern operating models are redefining deal velocity.
The investment banks winning the most mandates right now aren’t necessary the ones with the…
Go-live is a milestone. It’s not the finish line.
Yet for many firms, CRM projects stall right after launch. The system is live, users are trained, dashboards are built — and then momentum fades.
That’s not a failure of execution.…
Capital flows from private wealth are becoming more dynamic, more competitive, and more complex. In this environment, intelligence — not just data — is emerging as the defining advantage. Firms that can see around corners, anticipate advisor and investor behavior,…
The firms gaining an edge in private wealth distribution share one thing in common: Rather than simply adding headcount, they redesigned their operating model before the pressure hit.
Scaling and integrating private wealth distribution within the private markets requires an…
