Intapp DealCloud Integrations

Introducing Microsoft 365 (formerly Microsoft Office 365). Be more creative and achieve what matters with Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. With a Microsoft 365 subscription, you get the latest Office apps—both the desktop and the online versions—and updates when they happen. On your desktop, on your tablet, and on your phone.* Microsoft 365 + your device + the Internet = productivity wherever you are. OneDrive makes the work you do available to you from anywhere—and to others when you collaborate or share. Help at every turn. Email, chat, or call and talk to a real live person. Get Office today—choose the option that's right for you

Connect. Organize. Get things done. Email, calendar, contacts all in one place. Work efficiently with email, calendar, contacts, tasks, and more—together in one place. Office integration lets you share attachments right from OneDrive, access contacts, and view LinkedIn profiles. Book conference rooms and track RSVPs for meetings right from your calendar. Make plans and coordinate schedules by sharing calendars and seeing when your coworkers are available. Get peace of mind with enterprise-grade security trusted by many of the world’s largest organizations. Outlook works around the clock to protect your confidential information, without getting in your way. Outlook anticipates your needs. Travel and bill payments are automatically added to your calendar, and intelligent reminders help keep you on track. Search helps you find information quickly.

The browser for business is here. Built on Chromium open source, backed by Microsoft security and innovation. Microsoft Edge is the fast and secure browser that helps you protect your data, and save time and money. Microsoft Edge is available on supported versions of Windows, macOS, iOS, and Android. Microsoft Edge is the best browser for Windows. Sync your passwords, favorites, and settings across multiple devices and start using Microsoft Edge today. Microsoft Edge was designed to feel at home on a Mac. Easily sync your passwords, favorites, and settings across many devices. Download Microsoft Edge as your new trusted web browser today. Microsoft Edge is available to download on your iOS device. Sync your passwords, favorites, and collections, across your signed-in devices. Scan the QR code to install the app. Microsoft Edge is available to download on your Android device. Sync your passwords, favorites, and collections, across your signed-in devices.

Excel learns your patterns, organizing your data to save you time. Easily create spreadsheets from templates or on your own and use modern formulas to perform calculations. New charts and graphs help you present your data in compelling ways, with formatting, sparklines, and tables to better understand your data. Easily create forecasts to predict trends with just a click. Share your workbook with others and always work on the latest version for real-time collaboration to help get work done faster. With Office 365, work within an Excel file from the mobile or desktop app, and the web. You now can add data to Excel directly from a photo. Using the Excel app, just take a picture of a printed data table on your Android or iPhone device and automatically convert the picture into a fully editable table in Excel. This new image recognition functionality eliminates the need to manually enter hardcopy data.

Collaborate with others without ever leaving your document or jot down an idea with your digital pen. Need to publish a newsletter or document for others to see? Easily transform your Word document into a webpage. Collaborate with others across the globe. Translate documents in your non-native language with just a click. Get creative by inserting 3D models directly in your document. Have your content read back to you with Learning Tools and easily catch any mistakes. Finding great sources just got simpler. Use Researcher to read articles in the task pane so you can stay focused on your writing. When you’re brushing up your document, it’s good to see the big picture. The Editor Overview Pane helps you find and fix any proofing issues.

We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity.

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution

A fresh, accurate database for bootstrapped companies. We help our customers optimize every stage of their deal flow with a wide range of use cases. Get rich profiles on privately held companies. See historical trends as well as future growth plans. Set alerts on company milestones to ensure you don't miss a deal. Develop differentiated deal strategy with our deal flow management tools. Get real-time visibility into privately held markets. See competitive landscapes in minutes. The largest set of conference data available. Efficiently generate conference lead lists with tens of thousands of conference lists, buyer's guides and best-of lists. Accurate contact information enables quick and efficient business development. Market intelligence ensures you will impress the owner/operator. Our data enrichment platform brings your CRM to life with private company signals and executive contact details. Keep data fresh and accurate.

Mapping and analysis, location intelligence for everyone. Part of the Esri Geospatial Cloud, ArcGIS Online enables you to connect people, locations, and data using interactive maps. Work with smart, data-driven styles and intuitive analysis tools that deliver location intelligence. Share your insights with the world or specific groups. Build interactive maps that explain your data and encourage users to explore. Map your own data and gain perspective by adding the authoritative location-based data included in ArcGIS Online. Use smart mapping to guide your data exploration and visualization. Share your maps with specific groups or everyone. Create web apps with your maps for a focused, interactive experience. Then integrate the apps you built into your digital presence including your website, social media posts, and blog articles.

Our comprehensive free-text search between industries, verticals, locations, and more means you can extract strategic insight all in one platform. Track market insights and automatically provide signals with PrivCo’s shareable watchlists to ensure that no valuable opportunity is missed. PrivCo is the leading data expert in Private Company Research. Over a decade worth of sources and experience that deliver on high-quality, structured, and ready-to-use data. Exclusive insights into company financials - revenue, EBITDA, valuations, and growth metrics. Focus on the data that gets to a conclusion. Our rich, in-depth datasets help different industry leaders and businesses make informed decisions. Streamline your research workflow with your colleagues with access to collaborative watchlists, investor tear sheets, and data exports.

Enable your sales teams to close business, faster. Unlock the best relationship paths to the organizations and individuals you want to reach. Identify, qualify and connect with a shortlist of candidates to fill board seats or executive-level roles. Build brand and reputation and gain a competitive advantage. Receive alerts tracking executive movements across and within various sectors, industries, indices, and more. Explore original thinking leveraging proprietary datasets. Engage top decision-makers that will support your organization's commercial and strategic goals. Quickly identify trusted referral sources within your network to establish instant credibility with prospects and win new business. We analyze billions of data points to surface clear introduction paths to the people and companies that matter most to you.

Indispensable data, analytics, and insights for alternative assets professionals around the globe. Preqin has forged direct relationships with alternative assets professionals to ensure our data adds context, clarity, and conviction to your decision-making. Access the industry’s most comprehensive private capital and hedge fund datasets and tools. Alternative assets professionals rely on it to make data-driven decisions throughout the entire investment lifecycle. Delivering actionable market intelligence from thousands of experts, making it easier for you to pick the perfect time for a bold investment, to identify new opportunities, and to increase the size of your returns. Access the world’s largest private equity database and find essential performance data, research, and market intelligence.

Grata is a B2B search engine that helps private equity, sales, and marketing teams find and target private companies. Grata’s machine learning technology enables you to identify similar companies, find new targets you would otherwise miss, and automate personalized outreach. The best campaigns start with the right companies. Grata’s search engine gives you what databases and Google lack. Search full company websites for strategic fit. Uncover missed opportunities. Company descriptions don’t give you the full picture. Find companies based on what they do, how they’re positioned, and the markets they target. Company websites can be broad. Targeted search splits what a company does from what a company talks about, so you cut through the noise. Find companies that look like your best prospects. Input multiple companies and boost specific keywords, yielding results you can actually use. Find the right companies at conferences, trade shows, and events. Make the most of your time on the road.

Realize the true potential of your first-party data. D&B Connect is a customizable, self-service master data management solution built to scale. Eliminate data silos across the organization and bring all your data together using the D&B Connect family of products. Benchmark, cleanse, and enrich your data using our database of hundreds of millions of records. The result is an interconnected, single source of truth that empowers your teams to make more confident business decisions. Drive growth and reduce risk with data you can trust. With a clean, complete data foundation, your sales and marketing teams can align territories with a full view of account relationships. Reduce internal conflict and confusion over incomplete or bad data. Strengthen segmentation and targeting. Increase personalization and the quality/quantity of marketing-sourced leads. Improve accuracy of reporting and ROI analysis.

Today's investors expect news, financials and general information in real-time. The market moves quickly and your IR program is expected to keep up. The S&P Capital IQ desktop gives IR professionals the market insight they need to monitor analyst sentiment, track shareholders and benchmark against the competition. Start your day with immediate access to the market intelligence you need to perform at your best. Our new investor relations dashboard provides analytics built upon the IR workflow, including a customizable watch list of your peers, ownership analysis of your company, market charts, top industry news and key developments. Access broker research, models and industry reports in real-time. Easily understand why and when an analyst has been excluded from a consensus estimate. Track specific analysts and trace their estimates back to the underlying research report. Use our historical data to monitor revisions and consensus trends over time.

The real estate industry’s leading data management and insights platform. Leverage all your connected data to unlock sustainable competitive advantages. Build a flexible data architecture that supports rapid innovation with unified data at the core. Empower data science teams to start with clean and standardized data. Easily scale and add new capabilities through new datasets and information. Grow without disrupting your existing data infrastructure. Use Cherre’s pre-built connectors to accelerate your roadmap for adding application, system, and subscription data to a central data warehouse. Reduce the required resources needed to analyze data for informed decision making.

Our Review solution screens and monitors individuals and entities, according to your risk profiles and appetite, to help you make fast and reliable decisions on who you should do business with. It’s powered by our comprehensive database of risk profiles and events, Grid. Review combines data, technology and people power for precise results and a significant reduction in false positive hits. Review helps you comply with global anti-money laundering (AML) and know your customer (KYC) regulations and empowers your decision making to protect your business from association with financial crime.

Take control of your board search by accessing over 500,000 board members and executive profiles. Find candidates who have the background and experience you need to build a high-performing board that drives shareholder value. Leverage the Equilar Diversity Network to find potential board members from leading organizations. Sales and business development initiatives often stall due to a lack of high-level relationships. Leverage millions of connections to executives and board members to quickly identify trusted referral sources in your network. Gain insight from key influencers, and earn a competitive advantage to win new opportunities. The Equilar Board Brief provides all the data investors need to stay up-to-date on the latest SEC filings. Each report is a printable summary showing what has changed at a company since the last annual meeting, including board policies, executive compensation, Say on Pay results and more.