Dealogic

What Dealogic does

Dealogic, founded in 1983 in the United Kingdom and headquartered in London, operates a cloud-based capital markets platform that delivers integrated content, analytics, and workflow technology to global investment banks, syndicate desks, investment managers, and corporations. The core architecture is anchored by the Cortex platform, which connects banks and investors in a unified environment, supported by specialized modules including DealManager (deal execution and syndicate collaboration), EventManager (event lifecycle and CRM integration), ComplianceManager (SEC/FINRA investor verification), DXConnect and Dealogic Connect (MiFID II/MAR compliance and buyside connectivity), Strategy Manager (wallet share and fee analysis), LevFin Manager, M&A Manager, and Feeds (data distribution via API). The platform is hosted across geographically distributed data centers in North America, Europe, and Asia under a follow-the-sun service model and is ISO 27001 certified.

Dealogic monetizes through an enterprise subscription model, sold via direct field sales to financial institutions with quote-based annual pricing and no publicly disclosed tiers; revenue streams include platform subscriptions and data feeds, with distribution through web login (Cortex), iOS/Android mobile applications, and API/feeds. The company serves hundreds of financial firms globally, including all bulge bracket banks, and its content underpins landmark transactions such as Alibaba's $25.0 billion IPO (2014), Agricultural Bank of China's $22.1 billion listing (2010), Visa's $19.7 billion IPO (2008), and ENEL's $17.4 billion IPO (1999). Dealogic was listed on London's AIM in 2004, taken private through The Carlyle Group's acquisition in 2014, and recapitalized by ION Investment Group in 2017, under which it operates as part of ION Analytics alongside complementary financial data brands.

Name

Dealogic

Legal name

Dealogic Ltd

Website

https://dealogic.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Dealogic provides a cloud-based capital markets platform delivering integrated content, analytics, and workflow technology to global investment banks, syndicate desks, investment managers, and corporations, with a data library spanning over 40 years and used by all bulge bracket banks.

Ownership category

akta.pro rank

Product category

Capital Markets Data and Analytics Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Transaction Structuring, Negotiation & Deal Execution Support (FSAEAGAK)

Keywords

• Capital markets data
• Investment banking analytics
• Deal management software
• Regulatory compliance technology
• Financial market intelligence

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices10 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Platform Subscription: Dealogic operates primarily on a subscription revenue model, providing access to its integrated platform including content, analytics, and technology solutions. The company is described as offering a 'Managed Service' where processes, platform, products, and practices meet high security standards.
2. Data Feeds: Data distribution through feeds providing investors, contact, and capital-market data as a single source of information for clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Dealogic provides a global platform of technology, content, and support that connects investment banks, syndicate desks, investment managers, and corporations across primary capital markets. Its flagship Cortex platform combines capital markets data (ECM, DCM, leveraged finance, loans, M&A), workflow tools for deal execution and syndication, regulatory compliance modules (MiFID II, SEC, FINRA), and analytics for wallet share and strategy, delivered as a subscription-based managed service.

Product overview

Dealogic offers a unified platform architecture centered on Cortex, which provides integrated content, analytics, and technology connecting banks and investors globally. The platform includes specialized modules: DealManager for deal execution, EventManager for event management, ComplianceManager for investor qualification, and DXConnect for MiFID II compliance. The Manager suite includes Strategy Manager, LevFin Manager, M&A Manager, and Analytics Suite for comprehensive investment banking analysis. Dealogic Connect enables buyside-sellside connectivity, while Feeds provides data distribution. Additional products include Bookrunner (deal management), Bondware (bond database), and Executive Profiles via BoardEx. The company traces its roots to Bondware (1984) and Bookrunner (1986), evolving through Strategy Manager (2004) and Analytics Suite (2002) to today's comprehensive platform.

Differentiator

Problem solved

Functional benefit

Brands

• Cortex: The primary platform connecting banks and investment firms with integrated content, analytics, and technology
• DealManager
• EventManager
• ComplianceManager
• DXConnect
• Dealogic Connect
• Feeds
• Strategy Manager
• LevFin Manager
• M&A Manager

Products and services

• Cortex Dealogic's main unified platform providing integrated content, analytics, and technology for global capital markets, connecting banks and investors in a single subscription-based solution.
• DealManager Real-time collaboration and deal execution tool for syndicate desks worldwide, supporting regulatory requirements management and investor participation tracking across global new issues.
• EventManager Workflow solution for managing the full lifecycle of capital markets events and conferences, with detailed client touchpoint tracking and CRM integration.
• ComplianceManager Investor qualification and verification product for SEC and FINRA regulations including Rule 144A, Rule 5130/5131, Regulation S, and FINRA 2111 Suitability, with online certification letters and settlement support.
• DXConnect MiFID II and MAR compliance solution for banks, handling transaction reporting, allocation justification, and market sounding requirements.
• Dealogic Connect Two-way connection platform between banks and investors enabling MiFID II research unbundling compliance, resource reconciliation, evaluation, and electronic sharing of broker research and corporate access.
• Feeds Data feed and API product providing investor, contact, and capital-market data as a single source of information for integration with client systems and OMS platforms.
• Strategy Manager Investment banking strategy and wallet share analysis product used by more than 40 top banks including all bulge bracket banks for revenue modeling and competitive intelligence.
• LevFin Manager Analytics and management product extending Dealogic's expertise to leveraged finance areas of investment banking.
• M&A Manager Analytics and management product extending Dealogic's expertise to mergers and acquisitions analysis within investment banking.
• Analytics Suite Suite of analytics products launched in 2002 providing comprehensive data analysis capabilities across capital markets content.
• Investment Banking Scorecard Interactive scorecard covering global primary markets, providing rankings and performance metrics for investment banks.
• Executive Profiles (BoardEx) Executive profile data and analysis product providing corporate leadership intelligence on the Dealogic platform.

Quantifiable outcome

• Used for world's largest IPO - Alibaba's $25.0 billion IPO (2014)
• +4 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature11 records

Partnerships

Eight partnerships are on record, tiered acquisition, strategic, integration, regulatory and standards.

• SelerityacquisitionOthers · 1 October 2019Dealogic completed the acquisition of Selerity in October 2019.
• ITG (Investment Technology Group)strategicTechnology or Integration · 1 July 2017Dealogic and ITG collaborated in July 2017 to provide a complete buyside solution integrating Dealogic's deal management with ITG's research and analytics capabilities.
• Instinet (RQ Connect)integrationTechnology or Integration · 1 May 2017Dealogic integrated with Instinet's RQ Connect platform in May 2017 for a complete buyside solution, enabling seamless connectivity between deal execution and analytics.
• A2 AccessacquisitionOthers · 1 January 2015Dealogic acquired A2 Access in 2015, the market leader in an aggregated calendar of corporate access information. A2 Access login is now accessible through Dealogic Connect.
• Junction RDSacquisitionOthers · 1 January 2013Dealogic acquired Junction RDS in 2013, the leader in ownership analysis of UK listed companies.
• Financial Conduct Authority (FCA)regulatoryOthersDealogic worked closely with regulatory and industry bodies including the FCA and FIX Trading Community on MiFID II solutions.
• FIX Trading CommunitystandardsOthersDealogic collaborated with FIX Trading Community on industry standards development for MiFID II compliance solutions.
• Ilios Partners LLCacquisitionOthersIn 2009, Dealogic acquired investor profiles products of Ilios Partners LLC, enhancing its investor intelligence capabilities.

Scale indicators16 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• PitchBook: PitchBook is a leading source of private and public M&A, ECM, and venture deal data, with deep penetration among investment banks and investment managers — a direct overlap with Dealogic's M&A Manager and capital markets data franchises.
• FactSet: FactSet provides integrated financial data, analytics, and workflow tools to investment banks and buy-side firms, directly competing with Dealogic in portfolio analytics, deal screening, and capital markets intelligence.
• S&P Capital IQ Pro: S&P Capital IQ Pro is a financial data and analytics platform used by investment banks, corporates, and investment managers — directly comparable to Dealogic's content and analytics stack, with strong overlap in M&A, ECM, and corporate intelligence.

Broad incumbents

• Moody's Analytics: Moody's Analytics offers capital markets data, credit intelligence, and workflow tools used by sell-side and buy-side institutions, with significant overlap to Dealogic's DCM and structured finance content.
• Bloomberg L.P. Bloomberg Terminal is the dominant desktop platform for investment banks, offering capital markets data, analytics, messaging, and execution tools that overlap with Dealogic's franchise. Both compete for sell-side wallet, but Bloomberg is a much broader, vertically integrated incumbent.
• MSCI: MSCI provides institutional-grade analytics, indices, and data used by investment banks and asset managers. Its data and ESG/credit analytics franchises overlap with Dealogic's analytics and benchmarking offerings for institutional clients.
• LSEG (Refinitiv): LSEG Workspace (formerly Refinitiv Eikon) provides capital markets data, deal intelligence, and analytics overlapping with Dealogic's content and workflow products. As a full-stack incumbent with data, analytics, and post-trade assets, it competes broadly across Dealogic's segments.

Emerging players

• CB Insights: CB Insights provides market intelligence on private companies, M&A, and emerging technology trends, with growing penetration among investment banks and corporates — overlapping Dealogic's wallet share and corporate intelligence offerings in the private market segment.

Others

• Mergermarket: Mergermarket is a sister company under ION Analytics, providing M&A intelligence and deal targeting. The two share ownership and overlapping client bases, creating ecosystem synergies rather than direct competition.
• Debtwire: Debtwire, another ION Analytics brand, covers leveraged finance and DCM news — adjacent to Dealogic's LevFin Manager and DCM franchises. Like Mergermarket, it is part of the same parent and is more of an ecosystem peer than a competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/dealogic
• Xx.com/dealogic
• Facebookfacebook.com/Dealogic

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dealogic