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.

CASAFARI is a leading real estate platform that connects professionals through its innovative data and collaboration tools.

With proprietary technology to index, aggregate, and analyze 250 million listings from 30.000 sources, CASAFARI builds property history, property sourcing search, CMA, market analytics, market reports, APIs and CRM to serve stheir clients

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.

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. 

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.

LexisNexis® Risk Solutions provides customers with solutions and decision tools that combine public and industry specific content with advanced technology and analytics to assist them in evaluating and predicting risk and enhancing operational efficiency.

Harness LexisNexis’s Accuity to power compliant and assured client transactions and build an interconnected and trusted financial ecosystem.

Manzama, a Diligent brand, is a leading provider of current awareness and market intelligence to legal and professional service organizations around the globe.

Discover business insights to drive and strengthen client relationships and stay up to speed with industry trends — all from a single dashboard in your Intapp CRM.

Our award-winning Orbis database provides leading data on individuals and companies from across the globe, including extensive corporate structures and beneficial ownership data. Orbis is the world’s most powerful comparable data resource on private companies. It has information on nearly 448 million entities worldwide, 45 million with detailed financial information.

During new client onboarding, automatically populate client profiles in Intapp Intake. Consolidate conflicts clearance into a single search by directly accessing Orbis corporate family trees, beneficial owners, shareholders, and board members – all from within Intapp Conflicts.

Access the Orbis M&A database from Bureau van Dijk, a Moody’s Analytics company, directly within DealCloud DataCortex. By integrating the most extensive global database for completed and rumored deal data with DealCloud, firms can identify upcoming opportunities with intelligence on current and rumored deals from 20+ years of global M&A, IPO, private equity, and venture capital deal information.

Owler provides sales intelligence and up-to-date, accurate, and actionable company insights that will improve your sales prospecting, competitor analysis, business information research, client relationships, and much more.

Discover business insights to drive and strengthen client relationships and stay up to speed with industry trends — all from a single dashboard in your Intapp CRM.

PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets. The integration between PitchBook and Intapp DealCloud helps financial and professional services firms combine PitchBook’s expansive data offerings with Intapp DealCloud’s robust analysis and relationship management tools.

Intapp DealCloud with PitchBook creates an integrated data intelligence workstream. This integration keeps all linked data up to date and gives your team easy access to new targets of interest users when they’re actively fundraising or keeping a relationship with other investors, GPs, or service providers.

Preqin delivers indispensable data, analytics, and insights for alternative assets professionals around the globe and provides comprehensive intelligence on investor-backed companies.

Populate your DealCloud CRM with Preqin data to centralize your firm’s capital markets data. Enhance your private markets knowledge base and super-charge your fundraising and investors relations initiatives.

PrivCo is the go-to source for valuable insights into the financial health, market position and trajectory of U.S. private companies.

Centralize real-time data and insights to accelerate research and build business development pipelines more efficiently.

S&P Global Market Intelligence captures 99.9% of the world’s market capital and provides intelligence essential for firms’ business and financial decision-making.

Access S&P company data directly from within DealCloud to keep your client and prospect data clean, up to date, and complete. Enrich client profiles in real time with additional firmographic attributes.

During new client onboarding, automatically populate client profiles in Intapp Intake.

Consolidate conflicts clearance into a single search by directly accessing S&P corporate family trees, shareholders, and board members – all from within Intapp Conflicts.

SmartCloud is a leading, global software solution for financial and professional services organizations. Through its cloud-based innovation platform, the company has developed proprietary technology solutions which allow users to load, access and share all sensitive project content in a single, highly secure place – where teams can easily integrate existing applications to more efficiently communicate and collaborate, and where leaders can more effectively oversee, direct and analyze.

SmartCloud´s partnership with DealCloud allows their customers to unlock the full potential of the platform by integrating SmartCloud’s virtual data room (SmartRoom) and investor portal technologies to help dealmakers drive better collaboration, engagement, and efficiency all inside the DealCloud platform.

Sourcescrub is the leading data service for dealmakers who want to find, research, and connect with founder-owned businesses. It provides actionable market data to private capital and M&A firms by leveraging their innovative web-scraping and human verified datasets.

Fully configure Sourcescrub data to your team’s data and workflow requirements to reduce the burden of manual data entry and strengthen your acquisition and business development pipelines.

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.

SPS’ dedicated research teams acquire data through direct market research and relationships, as well as utilizing a proprietary deal-matching service. Through these methods, SPS uncovers and verifies a unique database that has become an indispensable tool for best-in-class private capital firms and dealmakers.

DealCloud’s DataCortex solution is fully configurable to fit the needs of your team. All SPS data can be aligned with your proprietary data and can be leveraged in the automated reports, notifications, and custom workflows your firm has established in DealCloud.