Leverage your firm's relationship network for introductionsfor up-to-date contact infofor business developmentfor cross-selling opportunitiesfor operational efficiencyfor recruitmentto grow your top line

for introductionsfor up-to-date contact infofor business developmentfor cross-selling opportunitiesfor operational efficiencyfor recruitmentto grow your top line
  • gear

    Automatic, intelligent and in your workflow

    Without any manual work or behavior change from you, bring relationship intelligence where you are.

  • lock

    Thoughtful, private and without disintermediation

    Relationships are sensitive and private, and human sensibilities around how they are shared need to be addressed.

  • shield

    Secure and compliant

    The firm retains full control over its data and resources, and no data leaves its firewall. Protected by the best recommended security practices, and compliant with GDPR and CCPA.

People and companies overview
People market data
Companies market data
Use cases

Products & Solutions

  • DotAlign Cloud

    DotAlign Cloud

    Our full suite of features that provide automated, private and intelligent relationship insights in your cloud

  • Salesforce sync

    Salesforce sync

    A powerful tool to update and maintain your Salesforce with clean, de-duped data right from your mailboxes

  • SQL Server sync

    SQL Server sync

    The ability to populate relationship data into a Microsoft SQL Server to power in-house reporting and cross referencing scenarios

  • API


    A rich API to power your in house integrations and connectivity

  • Snowflake sync

    Snowflake sync

    The ability to populate relationship data into a Snowflake instance for advanced analytics and warehousing use-cases

  • Market data

    Market data

    Comprehensive and up to date public information about people and companies in your network





Relationship insights

View a clean list of people and companies your team interacts with, each relationship assigned a score. Instantly find out who know who and how well.

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  • scores

    Relationship strength scores

    See relationships that matter to your firm most, based on interaction data, recency, contact responsiveness & more

  • leads

    Analyze leads

    Quickly analyze thousands of contacts or companies and see exactly who you should pitch first and why

  • influencers

    Key influencers

    Easily see which companies your own firm knows best so you can prioritize and get warm introductions



Intelligent automation

Goodbye manual data entry and out of date contact information. You nurture your relationship, and DotAlign will organize and score them, and keep their information up to date.

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    Entity alignment and de-duplication

    Based on clues in the data, DotAlign will automatically line up people and company identities to always present a clean, de-duplicated, and up to date list to users. No more manual work to merge or split identities.

  • compare

    Signature block analysis

    DotAlign analyzes signature blocks to automatically extract up to date contact information like phone number, snail mail address, job title and company affiliation, from them.

  • buildings

    Contact's work history

    Based on email messages, meetings and contact cards, DotAlign can automatically construct the job history of your contacts, even as they move to new jobs, so you always have the full picture.



Secure yet collaborative

Built using best-in-breed security, where access is controlled by your enterprise's Azure Active Directory, and all data remains exclusively within the enterprise's network. No external parties, including DotAlign, Inc. have any access.

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  • share

    Share insights

    DotAlign Cloud allows the creation of sharing groups that can be directly linked to your Active Directory groups

  • lock

    Keep private relationships private

    Mark a relationship as private to keep it out of the view of others

  • control

    Control what's shared

    Enterprises can set up default sharing rules but each contributor can decide what they're willing to share with colleagues



Privacy first, compliance-friendly approach

Control at every level - enterprise, team, and the individual employee. Private from the ground up in a way that addresses human sensibilities around relationship data. Helps with data compliance including CCPA and GDPR.

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  • premise

    Data always remains on-premises

    Enterprises control their data at all times. Users opt-in to share what they are comfortable with.

  • encrypte

    All data is encrypted

    Data is encrypted at rest and in motion and is exclusively accessible by authorized users at your enterprise. DotAlign, Inc. does not have access to any of your data.

  • shield

    Compliance friendly

    DotAlign runs in your Azure cloud instance in single-tenant mode. It is trusted by blue chip enterprises and FINRA firms.



API first, CRM and integration friendly

Data and functionality where your users are -whether in Salesforce, LinkedIn, Outlook, stand-alone, mobile, or via an API to power other enterprise application and reporting needs.

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  • chrome-extensionedge_extension

    Chrome/Edge extension

    Get more value from your web properties by adding DotAlign Cloud's Chrome extension with zero effort. The extension can come to life on your in-house or SaaS websites and privately provide access to relationship data in a fully functional sidebar

  • clouddatabase

    CRM and SQL Server sync

    DotAlign Cloud can automatically sync your relationship data set into your Salesforce CRM or into a SQL Server database

  • api


    DotAlign Cloud has a rich API that allows customers to feed insights to in-house or third-party applications.

Use your warmest relationships to find the best leads



DotAlign Cloud is priced based on the number of mailboxes being analyzed and the pricing includes support and most enhancements and new features

  • 25 mailboxes

    $ 50 mailbox / month

    $ 600 per mailbox / year

  • 50 mailboxes

    $ 42 mailbox / month

    $ 504 per mailbox / year

  • 100 mailboxes

    $ 38 mailbox / month

    $ 456 per mailbox / year

  • 250 mailboxes

    $ 35 mailbox / month

    $ 420 per mailbox / year

Over 250 mailboxes?

You qualify for enterprise pricing. Please contact us to get started.



  • team member photo
    Afsheen Afshar

    Senior Technical Advisor

    CEO, Pilot Wave Holdings

  • team member photo
    Amitoj Kapoor

    Senior Software Engineer

    DotAlign, Inc

  • team member photo
    Christopher Morin

    Member, Board of Directors

    Principal, Vanitas Capital Ventures

  • team member photo
    David Mars

    Member, Board of Directors

    Managing Partner, White Owl Capital

  • team member photo
    Jaspreet Bakshi

    CTO and Co-Founder

    DotAlign, Inc

  • team member photo
    Robert Holthausen

    Member, Board of Directors

    Professor, The Wharton School

  • team member photo
    Tripp Shriner

    Board Observer

    Partner, Point72 Ventures

  • team member photo
    Timothy Scafaria

    Business Development

    DotAlign, Inc

  • team member photo
    Vince Scafaria

    CEO and Co-Founder

    DotAlign, Inc


Our customers

Houlihan Lokey, Cowen & Co. (a unit of TD Bank), and DRA Advisors are just a few of the companies using DotAlign. Other clients include publicly listed banks and leading venture capital firms.

  • houlihan logo

    Houlihan Lokey, Inc., is an American multinational independent investment bank and financial services company. Its main service lines include mergers and acquisitions, capital markets, restructuring and distressed M&A, fairness opinions, and valuations.

  • cowen logo

    Cowen Inc., is an American multinational independent investment bank and financial services company with services including investment banking, equity and credit research, sales and trading, global prime brokerage, outsourced trading, and actively managed alternative investment products.

  • dra logo

    DRA Advisors is a registered real estate investment advisor specializing in value-added investing.

What about you?

Contact us to see how DotAlign Cloud can help you be more productive with your outreach efforts and grow your top line.


Get in touch

Super charge your relationship insights today