AI Tools for the Investment Firm – Ben Harrison (EP.522)

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About this episode

Ben Harrison is President of Industries at Intapp, a leading provider of software solutions to professional and financial services firms. Ben first joined me three years ago to discuss DealCloud, Intapp's platform serving the private capital community. Since then, Intapp has nearly tripled in size, and the rapid development of AI has created an entirely new opportunity for the business. Our conversation explores what Ben calls "firm AI" — moving beyond using AI to conduct research, build models, or create presentations to deploying agents that draw on a firm's institutional memory and execute its workflows. We discuss how AI is changing sourcing and origination, fundraising, deal lifecycle…