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
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Ensis Partners selects Intapp DealCloud with Celeste to build a best-in-class deal and relationship management infrastructure
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,…
The AI-readiness gap in private capital — and what it’s costing your firm
By Colin McKee
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…
What I heard at the Harvey Partner Roundup — and what it means for how firms govern AI
By Colin McKee
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,…
Portfolio intelligence is becoming a competitive advantage in sponsor coverage
By Colin McKee
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…
In a winner-take-most market, every deal and pitch counts
By Colin McKee
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…
Beyond go-live: How to turn your CRM into a growth engine
By Colin McKee
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.…
Why intelligence is the new advantage in private wealth capital flows
By Colin McKee
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,…
How leading firms are building institutional‑grade operating layers
By Colin McKee
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…
The infrastructure gap slowing private wealth distribution
By Colin McKee
Private wealth teams are scaling faster than the infrastructure supporting them — and the gap is widening.
Private wealth is becoming a defining growth engine for private markets. Yet most private wealth teams — as well as PE groups expanding…