Portage Point Partners Benefits Overview

Own and institutionalize pipeline discipline across practice lines: set stage/probability standards, run pipeline reviews, track aging/velocity/forecast accuracy, surface risk and data gaps, produce dashboards and board reporting, translate pipeline data into commercial intelligence, coordinate with Intapp DealCloud, support BD and talent efforts, and train/internalize best practices to improve forecast reliability and decision-making.

Own and optimize the firms Intapp DealCloud platform as an enterprise product: roadmap, governance, configuration, integrations, data integrity, reporting, dashboards, training and adoption. Partner with Commercial Strategy, Marketing, Data Analytics and IT to deliver scalable solutions, enforce data governance, support reporting and drive commercial insights to enable revenue growth.

The Vice President of Transaction Advisory Services will manage project execution for financial and business diligence, overseeing teams to develop solutions for M&A transactions while nurturing client relationships and mentoring junior staff.