Data now available through DealCloud DataCortex

FactSet and DealCloud:
Providing the financial data professionals rely on every day


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.


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High-quality data for investment professionals


Capital markets firms can now leverage FactSet’s one-of-a-kind alternative data from within the DealCloud platform through our DataCortex solution. This integration enables firms to populate their DealCloud records, reports, dashboards, and tear sheets alongside verified, proprietary insights from FactSet that are generated by novel data and analysis techniques.

Basic firmographics, industry classifications, parent relationships, and premium financials can be synced directly into DealCloud — making it easier than ever for your team to have a centralized view of its data, and to make more confident decisions on every transaction.

What is DealCloud DataCortex?


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


The solution is fully integrated into the DealCloud Platform, so firms can easily run complex reports, analyze industry trends, and evaluate potential synergies in the same hub where they originate deals and manage relationships. Furthermore, DealCloud DataCortex enables our clients to make critical decisions more quickly and identify meaningful opportunities that were previously unknown.


Every day, our clients use DataCortex to maximize their existing investments in technology by saving time and effort switching between platforms, uncovering intelligent insights into their target markets, identifying the best industry participants to work with, and much more.

Click here to learn more about DataCortex >

Want to see DataCortex in action?

Check out our recent webinar and demo:


The benefits of integrating FactSet data via DataCortex include:



  • Decreased data entry and administrative burden
  • Increased CRM data accuracy and completeness
  • Improved origination and deal sourcing data


  • More robust sponsor and intermediary coverage
  • Enhanced competitive awareness
  • Accurate firm deal flow benchmarking versus wider market


“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

“We rely on DealCloud to organize our deal and relationship management efforts and to centralize data pertaining to our portfolio companies, capital and services providers, and talent network so that we can focus on being value-added partners to our brands and operators.”

Dan Gluck

“DealCloud is unique in its ability to grow alongside us and provide numerous ways for our Shamrock team to harness and leverage our data and knowledge base.”

Andy Howard

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