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Identify opportunities, capture notes, and update DealCloud from any webpage in Google Chrome. The DealCloud Chrome Extension brings the DealCloud platform right to your web browser. It's 100% cloud-based and requires no manual maintenance — updates will be pushed automatically as they are released. Transform routine communications into valuable institutional knowledge. With one click, import the body and content of emails and meetings into your database, view detail pages, and create new or edit existing DealCloud entries. 1. Productivity and Collaboration — Search and browse DealCloud records from Gmail and view your custom-built record detail pages. — Access and edit data associated with contacts, companies, deals, and other DealCloud objects. — Assign and manage tasks. — Sync documents and attachments to emails and events. 2. Pipeline Management — Import new opportunities directly to DealCloud from your inbox. — Edit existing deals with new information and progress deals through the pipeline as you receive updates. — Update existing deals in your pipeline with the latest email correspondence. 3. Relationship Management — Create suggested contacts and companies based on email addresses associated with the email or event. — Automatically tag existing entries (contacts, companies, deals, etc.) based on the contents of the email or event. — Sync meetings directly from your Google calendar to DealCloud. Use of the DealCloud Add-On requires an existing DealCloud subscription. Notwithstanding the license terms referenced on this page, even with an affirmative “acceptance” of the license terms referenced on this page, use of the DealCloud Add-On will be governed by your agreement with DealCloud for the DealCloud subscription. If you have any questions, please reach out to your sales representative.
Sourcescrub Vitals
Access the Sourcescrub profile from a company's website Deal origination tool to streamline the *M&A professional's* workflow straight from a company's website. Perform real-time market research and due diligence by qualifying a company's firmographic data (such as location, headcount, and funding), relevant news updates, and historic/upcoming conference attendance
Affinity Pathfinder
Dramatically reduce time spent finding the right deal with relationship intelligence, business insights, and a connection to your CRM as you research and engage deals from websites, LinkedIn, and Gmail. With Affinity Pathfinder you can: ★ Save hours spent finding the right deals View automatically surfaced data points next to websites and LinkedIn profiles to assess companies and people as you find your next deal. ★ Keep your deal pipeline up-to-date Assign potential deals to lists, create opportunities, and update deal status as you get new insights. ★ Instantly share insights with your team Your notes, profile updates, and deal changes are instantly viewable by your team in Affinity CRM, Affinity Meetings, and Affinity Outlook. ★ Close deals faster with warm introductions Identify colleagues and allies that can provide warm introductions to potential deals as you qualify them. ★ Access relationship context where you need it Catch up on deal progress and avoid duplicate work with a timeline of activity and notes from previous interactions. If you have a question about Affinity Pathfinder, Affinity, or any of Affinity’s offerings, please email us at support@affinity.co.
Gmail reverse conversation
The add-on reverse emails in conversation view. Gmail reverse conversation (thread) view. Do you like newest message on the top in conversation view? You can do it with this simple add-on. It reverse email order in thread. Somethings not working? Try refreshing the Gmail page before submitting an issue.
CB Insights: Browser Analyst
Pull CB Insights’ Data Right Into Your Browser Personal AI-powered insights on any web page Browser Analyst turns articles and other web pages into actionable insight. Just click for ideas based on your company’s strategy, competitor activity, and market trends. Reading news? Get personal insights to improve your business based on what Browser Analyst knows about you. A 7-minute article read has been reduced to seconds — more context and less context shifting. Scout companies with ease: Instantly generate scouting reports with a complete SWOT analysis. Accelerate your research: Pull up data about funding, customers, partners, competitors, and more with one click while reading a company website. Analyze anyone, anywhere: While you’re researching companies on the web, access information on executives — including work history, email addresses, and LinkedIn profiles. Summarize complex documentation: analyze lengthy court cases and regulatory filings in seconds, break down API documentation, and instantly understand the competitive implications of patents
