Leveraging Evalueserve Insightsfirst integrated with Intapp DealCloud
In today’s hyper-competitive consulting landscape, the ability to know what’s happening in the industry – and to connect the dots faster and more intelligently – has become the defining edge for strategy consultants and M&A advisors. When market conditions tighten and multiple firms chase the same deals, deep, differentiated knowledge is what separates the winners from the rest. While the importance of this intelligence hasn’t changed, the way it’s gathered and leveraged has evolved significantly. Thanks to AI, consulting firms can now access sharper, faster, and more actionable insights across three critical dimensions:
- Competitor intelligence to outmaneuver rivals and tailor pitches.
- Sector intelligence to stay ahead of emerging trends and spark meaningful conversations.
- Opportunity intelligence to pinpoint where to focus and whom to approach.
This shift isn’t just about efficiency – it’s about unlocking new revenue potential through smarter, insight-driven decisions.
Key Challenges
While the value of differentiated insights is undeniable, consulting firms often face significant operational hurdles in running effective business development programs. The most common pain points include:
- Connecting internal knowledge with external market insights efficiently: Valuable expertise often resides in fragmented internal systems or across dispersed teams, making it difficult to integrate with real-time market intelligence.
- Making insights relevant and easily translatable into business opportunities: Raw data alone isn’t enough – consultants need context-rich insights that align with client needs, deal dynamics, and strategic priorities.
- Disseminating relevant insights quickly throughout complex, global organizations: Ensuring the right people receive the right insights at the right time is a logistical challenge, especially in large firms with diverse practices and geographies.
Overcoming these barriers is essential for firms looking to turn intelligence into impact – and ultimately, into revenue.
How the Integration will Help Solve Problems
Evalueserve’s Insightsfirst technology is an AI-enabled digital platform that empowers firms to get an edge in the marketplace through differentiated and timely insights and DealCloud Powered by Applied AI, helps teams navigate complex networks, source the best opportunities, and close more deals. Insightsfirst integrated within DealCloud helps consultants to spot trigger-based events in their target markets earlier and systematically – spotting opportunities and building pipeline smarter and faster.
This joint capability allows users to:
- Configure specific opportunity identification trigger algorithm (e.g., distressed M&A).
- Keep tabs on all relevant companies or market segments to spot potential leads or deal opportunities without ever leaving your DealCloud environment.
- Convert “signals” into execution-ready opportunities and leverage AI and agentic workflows to accelerate insights and content generationRaw data alone isn’t enough – consultants need context-rich insights that align with client needs, deal dynamics, and strategic priorities.
For more information about the partnership, visit:
About Evalueserve
Evalueserve is a global leader in technology-enhanced managed services. Combining the strengths of best-in-class AI and a team of over 5,000 experts, the company focuses on data and analytics and competitive and market intelligence services. Evalueserve provides tailored, innovative solutions for each client, ensuring efficiency and return on investment. More than 30% of the Fortune 1000, including over 25,000 platform users, rely on Evalueserve's unique technology-enhanced managed solutions. These solutions have been recognized by analysts such as Forrester and Chartis. Evalueserve is headquartered in Zug, Switzerland. Learn more at evalueserve.com.
About Intapp
Intapp software helps professionals unlock their teams’ knowledge, relationships, and operational insights to increase value for their firms. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. With Intapp’s portfolio of vertical SaaS solutions, professionals can apply their collective expertise to make smarter decisions, manage risk, and increase competitive advantage. The world's top firms — across accounting, consulting, investment banking, legal, private capital, and real assets — trust Intapp’s industry-specific platform and solutions to modernize and drive new growth. For more information, visit intapp.com and connect with us on X, formerly Twitter (@intapp) and LinkedIn.
