Third-party data integrations

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Want to learn more about our DataCortex solution and data partners?

Download our brochure.


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


The solution is fully integrated into the DealCloud platform, so you can easily run complex reports, analyze industry trends, and evaluate potential synergies in the same hub where you originate deals and manage relationships. DealCloud DataCortex enables you to make critical decisions more quickly and identify new, meaningful opportunities.


Technology is the single most important driver in successfully competing for deals, giving professionals the ability to move quickly, stay organized, and achieve a sustainable competitive advantage in today’s financial and professional services landscape. With DealCloud’s financial and professional services data management solution, DataCortex, dealmakers and professionals have access to real-time actionable data when sourcing and closing deals. Over the past few years, having a deal and relationship management technology platform with data management software that provides your firm access to actionable financial data and analytics has become not just nice-to-have, but an absolute necessity. To see how DataCortex can help your firm stay competitive when managing deals, schedule a demo.

With DataCortex, financial and professional services firms have access to industry contact data, private and public company data, deals, news, and sources. Leveraging DealCloud’s financial and professional services data management platform allows for the following:


  • Increased market coverage
  • Enhanced likelihood of a closed deal
  • Improved pipeline visibility
  • Streamlined business
  • Development activity management
  • Heightened transparency across team members
  • Accelerated compliance checks more efficient due diligence

Data-driven deal and relationship management


Gone are the days of managing business development activities in Microsoft Excel spreadsheets and disparate software systems.


No matter what part of the client or investment lifecycle you focus on, DataCortex harmonizes every data set that your firm owns or outsources. The outcomes? Better company, advisor, sponsor, client, and LP coverage; more efficient deal execution; and increased industry coverage.

Data management solution overview:

One-click tear sheet downloads

Tear sheets in DealCloud are pre-formatted report templates that allow anyone at your firm to run a report that’s been pre-formatted at any time from the web or mobile with one click of a button.

Enhanced reporting capabilities

DealCloud’s data management platform unifies data, systems, and people with fully interactive reporting on your most important metrics, accessible anywhere, at any time. Since DealCloud was designed with the busy dealmaker in mind, every dashboard, chart, graph, tearsheet, data sheet, and profile can be customized to meet each user’s preferences and interests.

Single source of truth

DealCloud has made it easier for capital markets firms to keep all their contacts, activities, and other critical information in one place. With these advances, dealmakers are better able to manage relationships and develop coverage models. 


Third-party data integrations available

With DataCortex, you have access to third-party financial data from our partners such as Pitchbook, Preqin, FactSet and others that are integrated directly into the DealCloud platform.

Increased insights

Using DataCortex gives you access and increased visibility into financial data that you can use to source and execute on deals and inform where you should be spending your time.

Streamlined business development

In order to succeed, capital markets professionals must embrace the role of technology in drumming up new opportunities. DealCloud’s data management software provides business development professionals with all the tools they need to originate the platform and add-on deals with ease.


Schedule a demo of DealCloud

There have been many sophisticated advances among data solutions over the past several decades, but purpose-built technologies like DealCloud fare on the rise because they are uniquely suited for financial and professional services firms. When leveraged properly, our financial and professional services data management platform enables team members to get the job done more accurately, quickly, and easily.


It’s time for financial and professional services firms to accept the complexities of the industry and choose to leverage an all-in-one CRM and data management solution that is squarely focused on helping move the needle. Schedule a demo of our financial and professional services data management software, today.

Want to see DataCortex in action?

Check out our recent webinar and demo:



“DealCloud provides us with a huge array of analytics on, not just our own significant deal flow, but also insight that we are gleaning from across the market. These analytics are proving incredibly powerful when it comes to pitching. It’s also providing the entire business with game-changing insight into everything we are doing with our clients.”

Jonathan Boyers

“As a midmarket lender, it’s imperative that we maintain strong relationships with both the buy side 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

“DealCloud has proven to be an immediate and impactful tool and resource for NGP. The ease of user adoption and customization greatly expanded the use of a central CRM system throughout the organization. The robust bulk contact management, report creation, and DataCortex integration tools have streamlined several of our legacy internal processes. Additionally, with every release the product continues to improve, giving us additional ways to leverage the platform and improve firm communication and insight.”

Chase Paxton

“DealCloud perfectly mirrors our data-driven market approach. We are able to effectively manage all our M&A, real estate, and advisory processes, client relations, data intelligence, and marketing efforts via one centralized platform. Ultimately, we ensure unparalleled value to our clients by serving them with unique insights into their markets and businesses, lean processes and high quality of delivered work.”

Yasin Korkut

“In today’s ultra-competitive deal environment, tracking and sharing data across the organization in real time is of the utmost importance. Given our tight investment criteria of companies that are founder-owned, with mission-critical tech-enabled business services products and service offerings and a history of sustainable profitability, it’s paramount that we capture data accurately and efficiently in order to manage increasing deal flow.”

Alex Friedman

“We were diligent when selecting an information solution to power the future of deal origination and execution for Brentwood. In the end, only DealCloud provided the data flexibility and interactive capabilities we felt would drive clarity and productivity throughout our business.”

Craig Milius

“Our team’s personal relationships and connections help get deals done, but our firm also aggregates hundreds of thousands of data points about the market and effectively sharing that knowledge internally enables our bankers to leverage the broader firm’s knowledge and drive great outcomes for our clients. DealCloud has helped us harness our data, enabling our teams to focus on relationships more effectively.”

Nick Enthoven

“We leverage DealCloud data solutions to see who is attending various trade shows and conferences, and to set up meetings while we’re there. It’s helped us increase our efficiency, meet more people, and deepen our relationships.”

Phil Olson

“Blue River has decided to deploy DealCloud to have clear and instant visibility on our data. Allowing us to set up processes which track the success of our deals in a coherent way of both buy-side and sell-side. We have been able to streamline our outreach while setting up appropriate notifications allowing the team to work in an even more efficient manner.”

Bryan Berent

Schedule a demo