BoardEx and DealCloud:
Amplify relationship intelligence with actionable executive and relationship data


As an intermediary between corporations and capital markets, financial and professional services firms have very little room for error or time to waste when it comes to data solutions. To expand market reach and win business, it is critical for firms to have access to rich contact intelligence to empower their partners and professionals.

The integration between DealCloud and the BoardEx database provides up-to-date contact intelligence — including more than 1.7 million contact profiles of executive leaders with complete professional details and company affiliations — as well as proprietary relationship intelligence that reveals the paths of connection between existing and target relationships.

“As firms evolve their overall approach to winning new business, access to rich, up-to-date executive intelligence has become critical to expanding market reach,” said Lokesh Seth, General Manager of DealCloud at Intapp.

“Our partnership with BoardEx combines market data with proprietary relationship intelligence, helping professional and financial services firms enhance networking initiatives like business development, executive recruiting, and market connections.”


Capitalize on relationship intelligence


Combining BoardEx’s intelligence on executive decision-makers and their connections with DealCloud’s relationship capture and nurture capabilities helps investors and advisors:

  • Expand their professional networks with access to continually updated executive leadership profiles, including industry experience and professional background
  • Find pathways to connection between existing and targeted relationships by identifying trusted referral sources
  • Track executive movement using alerts and data feeds to track career movement for key contacts at targeted companies

Learn more about BoardEx and DealCloud

Download our brief:


What is DealCloud DataCortex?

In order to remain competitive, dealmakers need to maintain visibility into every corner of the market. That’s why we created DataCortex, an integrated data solution that lets capital markets professionals manage proprietary and third-party data in one unified platform and empowers them to transform that data into institutional knowledge.

Fully integrated into the DealCloud platform, DataCortex lets firms easily run complex reports, analyze industry trends, and evaluate potential synergies in the same hub where they originate deals and manage relationships. DealCloud DataCortex also helps dealmaking firms make critical decisions more quickly and identify previously unknown opportunities.

Every day, DealCloud clients use DataCortex to maximize their existing technology investments, saving time and effort switching between platforms, uncovering intelligent insights into their target markets, identifying the best industry participants for their deals, and merging their own proprietary information with industry-leading third-party data to power next-level growth.


Learn more about DataCortex

The benefits of integrating BoardEx data via DataCortex include:


  • 2.1M companies, with 59K public companies
  • 1.7M individual profiles, updated weekly
  • 894K leadership and senior management profiles
  • 480K board members



  • 2,200 private equity firms with tracked investments
  • 125,000 current lawyers
  • 10B+ connections


““We know that every business is unique, and we value our clients’ distinctiveness. We chose DealCloud to help us better understand all the factors that contribute to our clients success. Through DealCloud we are able to deploy our unique and extensive processes that captures a broad universe of data and efficiently put that to work for our clients benefit.”

Max Eckstein

“In today’s private capital market, with well over $1 trillion in committed capital sitting in the coffers of private equity and venture capital funds worldwide, the ability to gather and make sense of data as quickly and as accurately as possible is table stakes. Our data, combined with DealCloud’s technologies and tools will allow customers to achieve stronger market coverage and to execute more effectively on their business development initiatives.”

Seth Sprinkle

“As a middle market lender, it’s imperative that we maintain strong relationships with both the buy- and sell-side. DealCloud DataCortex gives us a birds-eye view of ongoing developments in the market so that we can streamline and focus our deal sourcing and business development efforts.”

Jeremy Simmons

“Through the platform, we are now able to seamlessly track our sponsor coverage, current engagements and better manage workflow. The mobile application is also particularly useful when managing the business on the go. In addition, DealCloud provides a centralized repository for business intelligence expediting our processes all around.”

James McBain Allan

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