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

Automatic, intelligent and in your workflow
Without any manual work or behavior change from you, bring relationship intelligence where you are.
Thoughtful, private and without disintermediation
Relationships are sensitive and private, and human sensibilities around how they are shared need to be addressed.
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
Our full suite of features that provide automated, private and intelligent relationship insights in your cloud
Salesforce sync
A powerful tool to update and maintain your Salesforce with clean, de-duped data right from your mailboxes
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
The ability to populate relationship data into a Snowflake instance for advanced analytics and warehousing use-cases
Market data
Comprehensive and up to date public information about people and companies in your network

Features

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.

Relationship strength scores
See relationships that matter to your firm most, based on interaction data, recency, contact responsiveness & more
Analyze leads
Quickly analyze thousands of contacts or companies and see exactly who you should pitch first and why
Key influencers
Easily see which companies your own firm knows best so you can prioritize and get warm introductions

Features

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Goodbye manual data entry and out of date contact information.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.

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.
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.
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.

Features

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.

Share insights
DotAlign Cloud allows the creation of sharing groups that can be directly linked to your Active Directory groups
Keep private relationships private
Mark a relationship as private to keep it out of the view of others
Control what's shared
Enterprises can set up default sharing rules but each contributor can decide what they're willing to share with colleagues

Features

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.

Data always remains on-premises
Enterprises control their data at all times. Users opt-in to share what they are comfortable with.
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.
Compliance friendly
DotAlign runs in your Azure cloud instance in single-tenant mode. It is trusted by blue chip enterprises and FINRA firms.

Features

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.

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
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

Pricing

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
500 mailboxes
$ 31 mailbox / month
$ 372 per mailbox / year
1000 mailboxes
$ 29 mailbox / month
$ 348 per mailbox / year

Over 1000 mailboxes?

We can help with large/enterprise-wide deployments. Please reach out for custom pricing.

Team

Afsheen Afshar
Senior Technical Advisor
CEO, Pilot Wave Holdings
Amitoj Kapoor
Software Engineer
DotAlign, Inc
Christopher Morin
Member, Board of Directors
Principal, Vanitas Capital Ventures
David Mars
Member, Board of Directors
Managing Partner, White Owl Capital
Jaspreet Bakshi
CTO and Co-Founder
DotAlign, Inc
Robert Holthausen
Member, Board of Directors
Professor, The Wharton School
Tripp Shriner
Board Observer
Partner, Point72 Ventures
Vince Scafaria
CEO and Co-Founder
DotAlign, Inc

Our customers

Houlihan, Cowen and several others use DotAlign Cloud to supercharge their relationship intelligence

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 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.

What about you?

Get in touch

Super charge your relationship insights today