Data integrations

BoardEx’s brings market-leading people intelligence together with DealCloud’s relationship and pipeline management solutions, for a better way to expand your network and sourcing new business. By enriching proprietary datasets with integrated BoardEx data, professionals can save time researching and collecting data, identify actionable connections through contact affiliations, and extend their executive network to source new business.

Briefly is an AI-first platform designed for legal marketers to help law firms win more business by showcasing their attorneys’ expertise. By leveraging data from RFPs, pitches, Chambers submissions, and other marketing content, Briefly streamlines workflows, cutting preparation time by over 50% and producing richer outputs that drive top-line growth. Trusted by multiple Am Law 100/200 firms and SOC 2 Type 2 compliant, Briefly transforms how legal marketers communicate their firm’s value and helps firms secure more business. Briefly and DealCloud aims to solidify end-to-end business development for law firms by capturing all experience data and empowering firms to leverage it effectively as their own AI-marketing assistant. ​ This combined offering helps both marketers and attorneys use experience data to actively win more business. With the Briefly + DealCloud joint solution Marketers can enhance their ability to create impactful pitches, RFPs, press releases, client alerts, and legal awards submissions, while lawyers gain deeper insights into customer relationships and the connections that firm members have with their clients. The result is a reimagined approach to law firm business development, aimed at increasing the top line.​

DealCloud integrates Cherre’s Foundation dataset directly into property detail pages to provide seamless access to up-to-date property-level attributes alongside proprietary datasets to deliver rich, quick-to-access intelligence, inform diligence, and drive decision-making. Cherre Foundation data offers extensive property-level intelligence including valuations, ownership, tax and assessment details, and other valuable property characteristics.

Dakota strives to increase your investment sales team’s efficiency by strengthening your outreach to set more meetings with qualified investors. Dakota was founded in 2006 and has raised over $40 billion since. Dakota Data/Marketplace is an institutional investor database that creates visibility into exactly who investment salespeople should be calling on to raise money. Dakota Marketplace data integrated with DealCloud will allow customers to access real time data within their CRM environment where users can access a foundation of accounts and contacts that will assist in deal closing process. ​  

The Dun & Bradstreet Data Cloud offers the world’s most comprehensive business data and analytical insights to power today’s most crucial business needs. Access D&B company data directly from within DealCloud and DealCloud to keep your client and prospect data clean, up to date, and complete. Enrich client profiles in real time with more than 140 firmographic attributes. During new client onboarding, automatically populate client profiles and assess payment risk with financial ratings in Intapp Intake. Consolidate conflicts clearance into a single search by directly accessing D&B corporate family trees, beneficial owners, shareholders, and board members – all from within Intapp Conflicts.

With the integration of Equilar into Intapp’s Datacortex, financial and professional services firms can now leverage the most trusted source for executive and relationship data directly in DealCloud to identify target relationships and expand their network. By connecting Intapp’s DataCortex with Equilar’s corporate leadership database, clients can save time prospecting, map relationships from existing contacts to target accounts, and win new business. With Equilar, maximize contact intelligence with a unified view of executives and board members across target companies, identify connection paths between existing contacts and targeted accounts, and decrease administrative burden by automating account creation, relationship data entry, and updates with.

With the increasingly competitive nature of real estate investing, firms need an integrated solution to quickly analyze data and drive investment outcomes. DealCloud partners with Esri Demographics to combine DealCloud’s robust pipeline and relationship management tools with Esri’s extensive mapping and data analytics software. The DealCloud Esri integration provides an out-of-the-box solution that lets real estate investors view proprietary data alongside rich geographical attributes pulled directly from the Esri database, including total population, per capita income, median age, and other key demographics.

FactSet creates flexible, open data and software solutions for investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions. Leverage Factset’s datasets from within the DealCloud platform to increase data accuracy and completeness, make robust business decisions, and stay competitive in today’s modern deal-making landscape.

FinTech Studios is an AI-based marketplace for business & regulatory intelligence, integrating millions of global sources of business, financial and regulatory information in 49 languages. They leverage deep learning, neural networks and billions of “AI workers” to generate business and regulatory intelligence in real-time on millions of public and private companies, people, topics, industry sectors, regions and market-moving events. Map DealCloud data on deals, private and public companies , people, topics, sectors and sub-sectors to FTS taxonomy, content, analytics, dashboard and workflows. 

FINTRX is a unified data & research platform providing comprehensive data intelligence on 850,000+ financial institution & advisor records designed to help industry professionals better access and sell into the global wealth management ecosystem. FINTRX data intelligence covers over 70,000+ financial entities, including family offices, endowments, foundations, RIAs, broker dealers, and advisor wealth teams as well as 750,000+ associated reps & key contacts. Equipped with 375+ search filters, numerous customization options and AI-powered search & relationship mapping technology, FINTRX allows users to seamlessly track where capital is flowing, uncover allocation trends, break down investment data, understand market patterns, highlight key business opportunities and much more.

Gain.pro’s private market intelligence feeds directly into DealCloud CRM and combine it with clients’ proprietary insights to create a single source of truth on all relevant opportunities. Automatically populate company records with Gain.pro’s insights for substantial time savings and an up-to date DealCloud environment.​

Grata is the leading business development solution for M&A. Grata unifies the dealmaking workflow into an integrated solution fueled by proprietary data and AI that helps you find, research, and engage with middle market companies. Powering over $400B of AUM, Grata delivers a competitive edge needed to find and close more middle market deals. The DealCoud-Grata integration brings Grata’s leading deal sourcing platform together with DealCloud’s pipeline and engagement lifecycle solutions, bringing a better way of proprietary sourcing to private capital markets professionals. Gain insights through Grata middle market company intelligence, evaluate targets, and seamlessly move vetted prospects through the DealCloud pipeline.