Product: Intapp DealCloud

Financial services firms can leverage D&B company data from within the DealCloud platform through our DataCortex solution. This integration helps keep your firm’s DealCloud records up to date using information about your prospects and clients. With D&B data, your data remains complete but non-duplicative, allowing for robust whitespace analysis, reporting, and strategic planning.

FactSet’s best-of-breed company data enables capital markets firms to identify investment opportunities and uncover risk exposure in a timely and reliable manner. For 40 years and through market changes and technological progress, FactSet has offered the deep expertise and expansive company data firms need to make smarter investment decisions. All FactSet datasets are backed by best-in-class symbology and data concordance to ensure integrity. With more than 60 offices in 24 countries, FactSet has the expansive research capabilities and infrastructure to ensure that data is both accurate and easily accessible, making them a great DataCortex partner to DealCloud and its clients.

Through DataCortex, DealCloud clients can access, link, and visualize data from complementary data partners, all without leaving the DealCloud platform. Our clients use DataCortex to position powerful and curated data alongside DealCloud’s best-in-class relationship and pipeline management solution.

The integration of Preqin’s data and intelligence through DataCortex enables DealCloud users to enhance their private markets knowledge base and super-charge their fundraising and investor relations initiatives. Through this partnership, dealmakers can populate DealCloud with Preqin’s curated investor profiles, investment criteria and allocations, firm information, and up-to-date contact details.

The integration of PrivCo’s industry-leading intelligence into DealCloud’s DataCortex solution allows clients to accelerate research and build business development pipelines more efficiently. Through this partnership, clients of both DealCloud and PrivCo can leverage real-time data and insights all in one, centralized platform that is accessible from any desktop or mobile device. PrivCo provides financial intelligence on the U.S. private markets, including privately held companies with no external capital backing — a universe that comprises the bulk of the middle market and is largely ignored by competitive platforms.

The integration of Sutton Place Strategies (SPS) data and intelligence through DealCloud DataCortex enables deal professionals to leverage actionable transaction and M&A data in their day-to-day deal sourcing and intermediary coverage initiatives. By enabling this integration, firms can seamlessly enhance their proprietary contact, company, and deal data with up-to-date metrics and analytics from a trusted source.

By integrating the most up-to-date company, contact, and conference metrics from SourceScrub through DataCortex, firms using DealCloud can supplement their own proprietary CRM data with the SourceScrub dataset. Firms leveraging this integration save time by reducing the burden of manual data entry, get more value from every conference and trade show they attend, and strengthen their acquisition and business development pipelines.

With the integration of S&P Global Market Intelligence and DealCloud, capital markets firms can leverage S&P Global Market Intelligence’s robust, differentiated data on private and public companies, newsworthy developments, key professionals, industry metrics, and more from within the DealCloud platform through the DataCortex solution.

Here are three ways Intapp DealCloud can help you stay connected to your deals, even when you’re out of the office.