# Investment deal making

Canonical: https://www.safecli.org/research?q=Investment%20deal%20making
Discovery checked: 2026-10-16T03:27:53.949Z

## Red hot market
Many direct alternatives, with recent funding, launches or customer activity across multiple companies.
Red hot: at least 6 direct vendors, 3 sourced signals in 180 days, 2 companies and 2 signal types, after multi-angle discovery. Greenfield candidate: at most 2 direct and 3 adjacent vendors plus 2 recent unmet-need sources from different publishers. Low counts alone never qualify.

## Hebbia
Domain: hebbia.com
AI-powered financial intelligence
Enterprise: Enterprise claimed
API: Unknown
Evidence checked: 2026-10-24T16:11:06.844Z
Details: https://www.safecli.org/company/hebbia.com
Source: Hebbia | AI built for the rigor of finance — https://hebbia.com/
Source: Security — https://www.hebbia.com/security
Source: Data Processing Agreement | Hebbia — https://www.hebbia.com/dpa
Source: MSA | Hebbia — https://www.hebbia.com/msa
Source: Top 12 AI Financial Research Platforms for 2026 — https://www.hebbia.com/resources/financial-research-platforms
Source: Hebbia | AI built for the rigor of finance — https://www.hebbia.com/

## Rogo
Domain: rogo.com
Financial research and deal workflows
Enterprise: Enterprise claimed
API: Unknown
Evidence checked: 2026-10-16T03:27:53.949Z
Details: https://www.safecli.org/company/rogo.com
Source: Rogo | AI for the most ambitious firms in finance — https://rogo.com/
Source: Rogo | Security — https://rogo.com/security
Source: Rogo Deal Room: The Future of Dealmaking — https://rogo.com/blog/deal-room
Source: Rogo | Our $160M Series D and the Road Ahead — https://rogo.com/blog/series-d

## Intapp DealCloud
Domain: intapp.com
Relationship intelligence CRM
Enterprise: Enterprise claimed
API: API mentioned
Evidence checked: 2026-10-16T03:23:39.281Z
Details: https://www.safecli.org/company/intapp.com
Source: Intelligence Applied — https://intapp.com/
Source: Identity and access management — https://www.intapp.com/cloud/security/stewardship/iam/
Source: Intapp Data Processing Addendum — https://www.intapp.com/dpa/
Source: Cloud Monitoring — https://www.intapp.com/cloud/monitoring/
Source: Client data stewardship — https://www.intapp.com/cloud/security/stewardship/
Source: Trust and security — https://www.intapp.com/trust/
Source: Cloud compliance — https://www.intapp.com/cloud/compliance/
Source: Cloud security — https://www.intapp.com/cloud/security/

## Affinity
Domain: affinity.co
Relationship intelligence CRM
Enterprise: Enterprise claimed
API: API mentioned
Evidence checked: 2026-10-16T03:23:39.281Z
Details: https://www.safecli.org/company/affinity.co
Source: Affinity CRM: The AI-First CRM for Private Capital — https://affinity.co/
Source: Affinity Trust Center | Powered by SafeBase — https://trust.affinity.co/
Source: Legal Documents | Affinity CRM — https://www.affinity.co/legal
Source: Deal Sourcing: Process, Strategies & Best Practices [2026] — https://www.affinity.co/blog/deal-sourcing-meaning-process-strategies-tools

## Capital IQ Pro
Domain: spglobal.com
Market intelligence research
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-11-07T14:59:20.328Z
Details: https://www.safecli.org/company/spglobal.com
Source: Essential Intelligence | S&P Global — https://spglobal.com/
Source: Essential Intelligence | S&P Global — https://spglobal.com/

## Intralinks
Domain: intralinks.com
Enterprise deal management
Enterprise: Enterprise claimed
API: API mentioned
Evidence checked: 2026-10-16T03:23:54.265Z
Details: https://www.safecli.org/company/intralinks.com
Source: SS&C Intralinks | AI M&A & Dealmaking Solutions Provider — https://intralinks.com/
Source: SS&C Intralinks Data Processing Addendum — https://www.intralinks.com/DPA
Source: Intralinks Security | Trust Perimeter™ & Document Encryption — https://www.intralinks.com/why-intralinks/security-trust
Source: SecurityHub | Cybersecurity Diligence Platform — https://www.intralinks.com/products/securityhub
Source: User Governance with Intralinks — https://www.intralinks.com/sites/default/files/pdf/2505-IL-Truist_Bank_Case_Study-Final.pdf
Source: SS&C Intralinks Audits and Certification — https://www.intralinks.com/products/platform/security-governance/audits-certifications
Source: “Work Order” means the work order or other form executed by the parties forming ISV’s application to join the Program. — https://www.intralinks.com/sites/default/files/pdf/Integration-Program-Terms.pdf
Source: SAS 70 Type II Audits — https://www.intralinks.com/sites/default/files/file_attach/wp-sas70ii.pdf

## PitchBook
Domain: pitchbook.com
Private company database
Enterprise: Unverified
API: Unknown
Evidence checked: 2026-10-16T03:23:28.505Z
Details: https://www.safecli.org/company/pitchbook.com
Source: Private Market Data, Research & Tools - PitchBook — https://pitchbook.com/

## Ansarada
Domain: ansarada.com
Sell-side preparation tool
Enterprise: Enterprise claimed
API: Unknown
Evidence checked: 2026-11-07T14:59:43.007Z
Details: https://www.safecli.org/company/ansarada.com
Source: Ansarada - AI-Powered Virtual Data Rooms & Dealmaking Tools — https://ansarada.com/
Source: AiDA — AI Deal Assistant for Virtual Data Rooms | Ansarada — https://www.ansarada.com/data-room/ask-aida
Source: Virtual Data Room Quotes For Advisors — https://www.ansarada.com/pricing
Source: Ansarada Dashboard Reporting | Deal activity analytics — https://www.ansarada.com/data-room/transactions-dashboard-reporting
Source: Secure Virtual Data Room for Transactions | Ansarada — https://www.ansarada.com/data-room/transactions-security
Source: Terms Of Service And Agreements — https://www.ansarada.com/legal-policies/terms-conditions
Source: Ansarada And GDPR — https://www.ansarada.com/legal-policies/gdpr
Source: Ultimate Deal Security Part 6: Cybersecurity of the platform — https://www.ansarada.com/article/ultimate-deal-security-part-6

## Dealogic
Domain: dealogic.com
Banking market intelligence
Enterprise: Enterprise claimed
API: Unknown
Evidence checked: 2026-10-16T03:23:36.826Z
Details: https://www.safecli.org/company/dealogic.com
Source: Dealogic: A trusted partner to top financial firms worldwide — https://dealogic.com/
Source: Global Markets Rankings 1Q2026 - dealogic.com — https://dealogic.com/insight/global-markets-rankings-1q2026/
Source: ECM Highlights: 9M25 - dealogic.com — https://dealogic.com/insight/ecm-highlights-9m25/
Source: The Dealogic Platform - Investment Banking and Capital Markets — https://dealogic.com/platform/investment-banking-capital-markets/

## LSEG Workspace
Domain: lseg.com
Financial ecosystem intelligence
Enterprise: Enterprise claimed
API: Public API
Evidence checked: 2026-10-16T03:23:36.826Z
Details: https://www.safecli.org/company/lseg.com
Source: Financial Markets Infrastructure and Data | LSEG — https://lseg.com/
Source: Information/Cyber Security Due Diligence – FAQ for Suppliers — https://www.lseg.com/content/dam/lseg/en_us/documents/guides/third-party-information-security-ddq-faq.pdf
Source: LSEG Workspace - Service Overview — https://www.lseg.com/content/dam/data-analytics/en_us/documents/support/workspace/service-description.pdf
Source: LSEG Privacy Exhibit Purchase Order Terms and Conditions - February 2025 — https://www.lseg.com/content/dam/lseg/en_us/documents/policies/lseg-privacy-exhibit-purchase-order-terms-conditions.pdf
Source: World-Check One API | Developer Community — https://developers.lseg.com/en/api-catalog/customer-and-third-party-screening/world-check-one-api
Source: Investment Banking Intelligence & Deal Solutions | LSEG — https://www.lseg.com/en/solutions/investment-banking

## FinBursa 360
Domain: finbursa.com
Investment banking platform
Enterprise: Enterprise claimed
API: Unknown
Evidence checked: 2026-11-07T14:59:43.007Z
Details: https://www.safecli.org/company/finbursa.com
Source: FinBursa | The Intelligent Front Office for Private Markets — https://finbursa.com/
Source: FinBursa 360 | Front Office for Private Equity — https://finbursa.com/solutions/private-equity
Source: FinBursa 360 | Front Office for Investment Banking — https://finbursa.com/solutions/investment-banking
Source: FinBursa 360 by Firm Type | Private Markets Front Office — https://finbursa.com/solutions
Source: Raise Capital & Reach Qualified Investors | FinBursa Access — https://finbursa.com/finbursa-access/founders
Source: Security & Data Protection | FinBursa — https://finbursa.com/security
Source: FinBursa FAQ | Frequently Asked Questions — https://finbursa.com/faq
Source: FinBursa 360 | Front Office for Investment Banking — https://finbursa.com/solutions/investment-banking

## AlphaSense
Domain: alpha-sense.com
financial research platform
Enterprise: Enterprise claimed
API: API mentioned
Evidence checked: 2026-10-24T16:11:43.935Z
Details: https://www.safecli.org/company/alpha-sense.com
Source: AlphaSense | Market Intelligence and Search Platform — https://alpha-sense.com/
Source: AlphaSense Trust Center | Powered by SafeBase — https://trust.alpha-sense.com/
Source: Security | AlphaSense — https://www.alpha-sense.com/security/
Source: Cloud Security | AlphaSense — https://www.alpha-sense.com/security/cloud-security/
Source: Enterprise Intelligence: Private Cloud | AlphaSense Documentation — https://developer.alpha-sense.com/enterprise
Source: Privacy Notice | AlphaSense — https://www.alpha-sense.com/privacy-notice/
Source: AlphaSense Security & Reliability Overview – Help Center — https://help.alpha-sense.com/hc/en-us/articles/42228515804307-AlphaSense-Security-Reliability-Overview
Source: SSO Authentication | AlphaSense Documentation — https://developer.alpha-sense.com/agent-api/sso-authentication

## Genios AI
Domain: geniosai.co
Financial intelligence platform for analysis, pitch decks, and financial modeling.
Enterprise: Enterprise claimed
API: No API yet
Evidence checked: 2026-11-02T15:12:57.889Z
Details: https://www.safecli.org/company/geniosai.co
Source: geniosAI | Your Financial Intelligence Team — https://geniosai.co/
Source: Security | geniosAI — https://geniosai.co/security
Source: Genios AI — https://geniosai.co/

## Mosaic
Domain: mosaic.pe
AI-driven operating system for financial modeling in private equity and investment banking.
Enterprise: Enterprise claimed
API: Unknown
Evidence checked: 2026-10-31T13:59:16.607Z
Details: https://www.safecli.org/company/mosaic.pe
Source: Mosaic | Home — https://mosaic.pe/
Source: Mosaic | For Private Equity — https://www.mosaic.pe/for-private-equity
Source: Mosaic | For Private Credit — https://www.mosaic.pe/for-private-credit
Source: Mosaic | For Investment Banking — https://www.mosaic.pe/for-investment-banking
Source: Mosaic — https://mosaic.pe/

## Finster AI
Domain: finster.ai
AI research partner providing proactive intelligence for investment banking and asset management.
Enterprise: Enterprise claimed
API: API mentioned
Evidence checked: 2026-11-04T15:01:51.644Z
Details: https://www.safecli.org/company/finster.ai
Source: Enterprise-grade AI for Finance Professionals. — https://finster.ai/
Source: Try out Finster AI — https://www.finster.ai/demo
Source: AI-native Investment Banking with Finster AI — https://www.finster.ai/solutions/investment-banking
Source: Finster AI secures investment from UBS to advance AI innovation in investment banking — https://www.finster.ai/resources/news/finster-ai-secures-investment-from-ubs
Source: Get started — https://www.finster.ai/contact
Source: Built for Security — https://www.finster.ai/security
Source: Discover Finster AI — https://www.finster.ai/product
Source: Finsights — https://www.finster.ai/resources/finsights

## Interpretation
Company-published evidence, not an independent audit. Unknown means unverified, not absent. Market labels are research heuristics, not proof of demand.