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Dealogic Investment Banking Platform from Dealogic
Comprehensive deal database with origination tools, league table analytics, relationship management capabilities, and pitch book content. Tracks global M&A transactions, provides competitive intelligence, and offers detailed deal analytics.
Product analysis by function
M&A Advisory Tools for Investment Banking
Solutions that support the mergers and acquisitions process from target identification to deal completion.
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Deal Sourcing
(8 Yes /8 Known /10 Possible features)
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Target Database Integration Ability to integrate and access comprehensive databases of potential M&A targets. |
Dealogic is known for its comprehensive databases of global M&A targets, core to its deal origination module. | |
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Advanced Search Filters Robust filtering options to refine deal searches based on sector, deal size, geography, etc. |
Advanced search/refine by sector, geography, and size are basic features widely referenced in Dealogic marketing materials. | |
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Automated Lead Scoring System automatically scores potential deals based on user-defined criteria. |
No information available | |
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Deal Alert Notifications Automated alerts for new deals or relevant changes. |
Dealogic sends automated alerts and notifications for new M&A deals and data updates, as evidenced in platform feature lists. | |
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CRM Integration Integration with customer relationship management tools for pipeline tracking. |
Relationship management/CRM functionality, including pipeline tracking, is a standard feature for Dealogic. | |
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Company Profiling Automated generation of comprehensive company profiles. |
Automated company profiles generated from Dealogic’s extensive database are core to search and screening. | |
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Data Refresh Frequency How often the deal or target data is automatically updated within the platform. |
No information available | |
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External Data Source Links Direct connections to external financial and market data sources. |
Dealogic integrates with Bloomberg, Refinitiv, FactSet and other external data sources for comprehensive analytics. | |
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Collaborative Deal Sharing Ability to share deal insights internally and externally with partners. |
Deal and pipeline insights can be shared internally or externally with authorized users; collaboration is promoted in marketing. | |
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Pipeline Visualization Graphical representation of the deal pipeline and stages. |
Dealogic provides visualization of deal and relationship pipelines, as shown in demo videos and marketing brochures. |
Valuation Tools
(8 Yes /8 Known /10 Possible features)
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Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses. |
Comparable company analytics and peer benchmarking are featured in Dealogic’s analytics and pitchbook content modules. | |
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Precedent Transaction Analysis Database of historical deals for benchmarking. |
Database includes precedent transactions and historical deal benchmarking; listed directly on feature pages. | |
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Discounted Cash Flow (DCF) Analysis Automated projections, scenario modeling, and calculation of DCF models. |
DCF and financial model templates are commonly referenced as part of investment banking toolkits on Dealogic. | |
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Valuation Multiples Library Access to industry-standard valuation multiples. |
Valuation multiples for comps and market analysis are provided in the platform. | |
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Sensitivity Analysis Built-in tools to model and graph how changes in assumptions impact value. |
Sensitivity/scenario analysis tools are standard in Dealogic’s presentation and analytics modules. | |
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Integration with Market Data Real-time pull of market data for valuations. |
Integration with live feeds (Bloomberg, Reuters, etc.) is referenced in documentation for real-time market data. | |
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Scenario Modeling Speed Speed with which complex scenarios can be run and compared. |
No information available | |
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Export of Valuation Reports Ability to export or print standardized valuation documents. |
Users can export financial and valuation analysis to standardized report formats (PDF, Excel) according to feature list. | |
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Audit Trail for Valuation Inputs Logged changes and history for all key data used in valuation. |
No information available | |
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Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches. |
Bespoke formula builder and custom metric calculation is included in analyst modules per product documentation. |
Due Diligence Management
(7 Yes /7 Known /10 Possible features)
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Virtual Data Room (VDR) Secure online repository for confidential document storage and sharing. |
Virtual Data Room add-on and secure deal document exchange are listed in Dealogic’s product suite. | |
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Document Indexing and Search Full-text search capabilities and customizable document organization. |
Full-text search and document indexing/search are standard in VDR and document tools. | |
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Permission Controls Granular access rights for users and teams. |
Detailed permission controls/granular data access is repeatedly referenced in official security documentation. | |
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Audit Logging of Access Comprehensive logs of who accessed documents and when. |
Access and activity audit logging is available for compliance and reporting as per published specifications. | |
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Bulk Upload/Download Speed Transfer speed for large-scale document uploads and downloads. |
No information available | |
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Q&A Workflow Integrated question and answer functionality for deal participants. |
No information available | |
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Automated Redaction Tools for automated removal of sensitive data from documents. |
No information available | |
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E-signature Integration Supports e-signature solutions for document execution. |
Dealogic VDR modules integrate with DocuSign and other e-signature platforms for closing documentation. | |
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Version Control Tracking and management of document versions. |
Document version management/version control is a common feature in deal document platforms. | |
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Mobile Access Accessible via smartphone/tablet browsers or dedicated apps. |
Mobile browser access and iPad app for on-the-go deal teams is advertised on the Dealogic website. |
Collaboration and Workflow
(2 Yes /2 Known /10 Possible features)
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Task Assignment Features for delegating and tracking tasks among deal team members. |
No information available | |
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Progress Tracking Visual progress indicators and tracking dashboards. |
No information available | |
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Integrated Messaging Secure messaging capabilities within the platform. |
No information available | |
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Real-time Notifications Immediate alerts for activity requiring user action. |
Dealogic provides alerts and real-time notifications about deal and user activity to relevant users. | |
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Calendar and Scheduling Coordination of meetings, calls, and deadlines. |
No information available | |
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User Activity Metrics Reports on user and team activity levels. |
No information available | |
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Concurrent User Support Number of users who can actively collaborate at once. |
No information available | |
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Template Library Standardized templates for NDAs, LOIs, and reporting. |
Template libraries for NDAs, LOIs, and pitchbooks are built-in to support rapid document creation. | |
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Approval Workflow Customizable multi-stage approval processes for key documents. |
No information available | |
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Commenting and Annotation Inline discussion on documents and deal cards. |
No information available |
Integration & Interoperability
(5 Yes /5 Known /10 Possible features)
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APIs for Data Exchange Availability of public/private APIs for seamless data transfer with other tools. |
APIs for system integration and data consumption are documented; webhooks and workflow integrations are supported. | |
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Market Data Integration Out-of-the-box connections to market data providers. |
Direct connections to market data providers are referenced in Dealogic's published integration materials. | |
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Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office. |
Integration with Microsoft Office (especially Excel) is specifically highlighted as a strength in product documentation. | |
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Single Sign-On (SSO) Support for enterprise authentication and identity management. |
Single sign-on (SSO)/Active Directory integration is supported for large enterprise clients. | |
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ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc. |
ERP and Salesforce CRM integrations available per Dealogic reference client case studies. | |
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Custom Integration Tools Custom-built connectors or middleware support. |
No information available | |
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Data Import/Export Speed Rate of batch or bulk data import/export processes. |
No information available | |
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Data Mapping Capability Ability to define and map custom data fields between systems. |
No information available | |
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Mobile App Integration Ability to extend platform functionality to mobile applications. |
No information available | |
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Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions. |
No information available |
Security & Compliance
(6 Yes /6 Known /10 Possible features)
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End-to-End Encryption All communications and stored data are protected with robust encryption. |
Dealogic emphasizes security and compliance; end-to-end encryption is documented for data in transit and at rest. | |
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Multi-Factor Authentication Support for additional layers of authentication for user access. |
Multi-factor authentication is supported and part of security best practices for regulated clients. | |
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Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance. |
Dealogic is SOC 2, ISO 27001, and GDPR compliant per published security and compliance certifications. | |
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Data Residency Options Ability to select geographic location for data storage. |
No information available | |
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Automated User Deprovisioning Automatically revokes access for inactive or terminated users. |
No information available | |
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Role-based Access Controls Customizes feature and data access according to role. |
Role-based access assignment is a core feature for deal, client, and team modules. | |
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Data Breach Notification Speed Time taken to notify users/administrators of a data breach. |
No information available | |
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Audit Trail/Logging Detailed system logs for all operations and user activity. |
Comprehensive logging of all user and system activity is a compliance requirement and referenced in documentation. | |
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Secure Data Backups Automated, encrypted backups and restoration procedures. |
Automated backups and encrypted data recovery are described in the Dealogic IT and security documentation. | |
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Penetration Testing Frequency Frequency of scheduled independent security tests. |
No information available |
Analytics & Reporting
(7 Yes /7 Known /10 Possible features)
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Dashboard Customization Ability to tailor dashboards to specific deal metrics and KPIs. |
Dealogic dashboards are customizable to display firm-, team-, or user-specific KPIs and analytics. | |
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Automated Reporting Scheduled, auto-generated reports on deals and pipeline. |
Automated scheduled reporting tools are part of the analytics and client reporting modules. | |
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Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint. |
Export options to Excel, PDF, and PowerPoint are showcased in marketing and demo videos. | |
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Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons. |
No information available | |
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Custom KPI Tracking User-defined performance metrics and visualization. |
Users can specify custom KPIs to track pipeline and team progress. | |
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Data Visualization Options Range of charts, graphs, and data representations. |
Wide array of visualization/charting options is a core part of the analytics offering. | |
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On-demand Report Generation Speed Latency when generating or updating a report. |
No information available | |
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Historical Trend Analysis Longitudinal data tracking and report capability. |
Dealogic enables trend reporting over multi-year horizons for deals and sector activity. | |
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Integration with BI Tools Direct connections to tools like Tableau, Power BI, etc. |
Integration with BI tools like Tableau/Power BI is highlighted in enterprise client documentation. | |
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Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds. |
No information available |
User Interface & Usability
(6 Yes /6 Known /10 Possible features)
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Intuitive Navigation Logical organization and minimal learning curve of the platform. |
User interface/UX is an industry benchmark; easy navigation is regularly praised in analyst reviews. | |
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Role-specific Dashboards Dashboard views tailored to specific user roles (analyst, MD, client, etc.). |
Roles for MDs, analysts, clients, etc., are referenced; dashboards adapt to different users’ needs. | |
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Multi-language Support Availability in multiple languages for international teams. |
Platform supports global banking organizations; multi-language options available for international deployment. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
No information available | |
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User Onboarding Speed Average time for a new user to become proficient. |
No information available | |
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Customizable Layouts Option for users to personalize workspace arrangement. |
Workspaces can be customized by users for layout and reporting views. | |
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Dark Mode/Theme Options Choice of color schemes, including dark mode. |
No information available | |
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Drag-and-Drop Functionality Use of drag-and-drop interface elements for managing files and tasks. |
No information available | |
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Help & Documentation Comprehensive user help, guides, and tooltips. |
Extensive help documentation, in-app guides, and customer support tools included. | |
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Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile. |
Responsive design ensures consistent experience across desktop, tablet, and mobile devices. |
Client Engagement Tools
(5 Yes /5 Known /10 Possible features)
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Client Portal Access Dedicated and branded client-facing portal for deal tracking. |
Client-facing portals for deal and reporting access are a key selling point of the platform. | |
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Secure Messaging with Clients Encrypted communication features specifically for clients. |
Secure, encrypted messaging for client communication available in the client portal. | |
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Custom Client Reporting Tailored deliverables for client review. |
Custom and ad hoc client reports can be generated and delivered through the portal. | |
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White-label Branding Ability to apply bank or advisory firm's branding throughout the platform. |
White-label branding of the platform for banks/advisors is explicitly highlighted in marketing. | |
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Client Access Management Granular controls over what clients can see or do. |
Granular controls for client data and document access are part of the client engagement suite. | |
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Client Notification Settings Configurable notification frequency and methods for clients. |
No information available | |
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Meeting and Call Integration In-app scheduling or links to video conferencing tools. |
No information available | |
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Document Watermarking Personalized watermarks for all documents viewed by clients. |
No information available | |
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Client Feedback Collection Built-in mechanisms for collecting and analyzing client feedback. |
No information available | |
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Audit Trail for Client Actions Tracking and reporting of all client interactions with materials. |
No information available |
Implementation & Support
(6 Yes /6 Known /10 Possible features)
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Implementation Support Time Average duration of initial implementation from contract to go-live. |
No information available | |
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Dedicated Support Manager Availability of an assigned support representative or team. |
Dedicated client relationship managers and technical support are referenced in service documents. | |
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24/7 Technical Support Round-the-clock support and troubleshooting. |
Enterprise clients receive 24/7 technical support, as listed in service level agreements. | |
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In-platform Help Desk Ability to submit and track support tickets within the application. |
Ticket-based in-platform support included for tracking technical and service requests. | |
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Onboarding Training Modules Structured learning resources for new users. |
Onboarding training modules are provided in documentation and client support resources. | |
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Knowledge Base Availability Comprehensive wiki or library of product documentation. |
Comprehensive searchable knowledge base available for end users. | |
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Update and Release Frequency How often the software receives enhancements and updates. |
No information available | |
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Community User Forums Active forums or user groups for sharing experiences and tips. |
No information available | |
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Customization Support Availability of professional services for custom features or workflows. |
Professional services/support for custom features and workflow integration are offered. | |
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SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues. |
No information available |
Scalability & Performance
(3 Yes /3 Known /10 Possible features)
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Concurrent Deal Capacity Number of M&A processes the system can handle simultaneously. |
No information available | |
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User Load Scalability System performance as user count increases. |
No information available | |
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System Uptime Guarantee Availability percentage of the platform per year. |
No information available | |
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Data Storage Capacity Maximum amount of data the system can store per client or organization. |
No information available | |
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Response Time Under Load Average platform response time during peak usage. |
No information available | |
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Automated Resource Scaling Automatic scaling of compute or storage resources in response to usage. |
Cloud-based platform offers automated, elastic resource scaling to support peak usage. | |
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Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity. |
Failover, multi-site redundancy and disaster recovery for uptime are documented in infrastructure specifications. | |
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Geographic Data Distribution Multi-region data center availability for disaster recovery. |
Global banking clients require multi-region data availability, which is listed as a feature. | |
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High-Volume Document Processing System throughput for large batches of document uploads, queries, or analysis. |
No information available | |
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API Rate Limits Number of API calls allowed per minute/hour. |
No information available |
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