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.​

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.

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.

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. Manzama provides highly curated news and graphics, helping you curate searches and deliver actionable results to busy professionals.​

Moody’s, one of the world’s largest data providers, provides corporate, professional, and financial services firms valuable reference, market, and risk data to inform business decisions and move quickly with comprehensive deal data alongside integrated, detailed company 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. Intapp DealCloud users can extend BvD intelligence with Moody’s deals and company intelligence data. Moody’s deals database is the largest, oldest, and most comprehensive in the world, offering a depth of data for deal strategy, origination, and execution. All of the deals data is linked via Moody’s ID’s to their global Companies list, providing holistic data management capabilities within Intapp.​

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 is a leading data provider for more than 200,000 global professionals, streamlining how they raise capital, source deals and investments, and stay informed. Preqin provides data on fundraising, investors, performance, as well as information on fund terms, compensation, and employment. ​ Through its unique DataCortex data layer, Intapp DealCloud clients can easily incorporate the wider Preqin data set to match companies, deals, or funds as well as enhancing entities with Preqin’s rich content.​

PrivCo is a powerful database for researching private companies. With PrivCo, capital markets professionals streamline how they source deals and investments and stay informed. Dealmakers choose PrivCo to discover more companies that look like their best investments.​ PrivCo data natively integrated to the Intapp DealCloud platform, through its DataCortex data layer, Intapp DealCloud clients can easily interrogate the wider PrivCo data set, match companies, contacts and enrich current content.​

S&P Global covers all corners of the capital markets. Its clients include asset managers, investment banks, commercial banks, insurance companies, exchanges, trading firms and issuers and is the leading resource for these clients’ data and research requirements. S&P Global provides company and contact firmographic data, as well as unique targeting capabilities such as market-leading information on industries & sectors, indices, commodities and exchanges. Investors and advisors using both platforms together benefit from the market-leading combination of S&P Global data natively integrated to the Intapp platform. Through its unique integration data layer, Intapp clients can easily interrogate the wider S&P Global data set, match companies or contacts to S&P Global as well as enrich these entities with S&P Global’s rich content. Through the partnership S&P Global and Intapp serve dozens of clients across professional and financial services.​g 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. With these technologies integrated, your firm can manage and streamline fundraising, LP communication, and portfolio company exits from a single source

Sourcescrub connects over 150,000 Sources and 15M companies using a proprietary Expert-in-the-Loop AI process to create an unmatched web of insights about the global private company universe. With Sourcescrub, global professionals are streamlining how they raise capital, source deals and investments and stay informed. Dealmakers choose Sourcescrub to discover more opportunities and win more often.​ Investors and advisors using the platforms together benefit from the market-leading combination of Sourcescrub data natively integrated to the Intapp DealCloud platform. Through its unique DataCortex data layer, Intapp DealCloud clients can easily interrogate the SourceScrub data set, match companies, contacts and deals to Sourcescrub and then enrich these entities with Sourcescrub’s rich content.

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.