Skip to main content
Backed by McGill Engine and 21st by CentraleSupélec Learn more
Book a call

Research hubTechnology benchmark

Deal tools now plug into general AI. A benchmark of 21 products across CRM, data rooms, market data and AI, plus the office tools underneath, as at 1 November 2026.

Published 1 November 2026As at 1 November 202697 sources5 charts

Summary

Deal teams run three to five AI tools at once, and the tools they name most are general assistants such as ChatGPT, not deal specialistsS1. Vendors have responded by connecting: 11 of the 13 CRM, data room and data products we checked now name a link to at least one general assistant. Yet only 28% of 400 deal professionals call their AI tools well integrated with core platformsS1, and a separate survey of 500 US corporate and private equity leaders puts fully connected workflows at 29%S4. Advisers report the deepest use and the most incidentsS1. Only 6 of 21 products publish a per-seat list price, and one group now owns two of the four data rooms and two of the six data tools here. We measured what public evidence supports. We tested no product.

Key findings

  1. 28%

    of 400 deal professionals describe AI tools as "well integrated" with core deal platformsS1. The same report's foreword says 38%, so we use the body figure and flag the conflict. Deloitte's US survey found 29% fully integrated, and 57% named poor integration as a top challengeS4. Meanwhile 11 of 13 non-AI deal products name a link to a general assistant (Chart 4).

  2. 69%

    of M&A advisers and investment banks report AI fully integrated across most deal stages, against 29% of corporatesS1. That group also reports the most access-control lapses (60%, against 48% overall) and the most invented AI output in diligence (53%, against 40%)S1. The adviser sample is 80 people, and the study was run for Intralinks, which sells data rooms.

  3. 48%

    of respondents use ChatGPT, 23% Google's Gemini tools, 22% Microsoft's Copilot tools and 6% ClaudeS1. Deloitte found 78% using general GenAI tools, ahead of deal workflow platforms at 71% and data rooms at 64%S4.

  4. 6 of 21

    products publish a per-seat list price we could read. Affinity is the only one of the six built for deals. No data room, market data tool or specialist AI product does.

  5. 5

    acquisitions in about 21 months by Datasite: Ansarada, Grata, Blueflame, Sourcescrub and Valu8S27, S28, S29, S31, S65. One group now owns two of the four data rooms and two of the six data tools in this benchmark.

Analysis

How far has AI actually got into deal work?

Reported use has climbed fast. Bain's survey of 300-plus M&A practitioners moved from 16% in 2023 to 21% in 2024 and 45% in 2025S5, S6, although the wording shifted from generative AI to AI tools. Deloitte's May 2026 survey found 90% using AI to some degree, but only 37% across several deal stagesS4.

The most relevant source for this audience is the Reuters Insights study for SS&C Intralinks, the only survey we found with a separate adviser group. Advisers and investment banks report 69% full integration, ahead of private equity at 58%, venture capital at 51%, law firms at 39% and corporates at 29%S1. Two cautions apply. Intralinks sells AI-enabled data rooms, and the adviser group has no split for boutiques. Seniority also changes the answer: more than two-thirds of partners and C-suite respondents call AI fully integrated, against 29% of associates and analystsS1. The people closest to the work report less of it.

Chart 1

Reported AI use in M&A more than doubled in a year

Share of M&A respondents reporting AI use, %

Line chart of reported AI use in M&A: 16% in 2023, 21% in 2024 and 45% in 2025.

0%
25%
50%16%21%45%202320242025

Wording moved from generative AI (2023, 2024) to AI tools (2025).

Source: Bain & Company M&A reports 2025 and 2026. Bain sells deal advice.

See the data
Share of respondents
202316%
202421%
202545%

Chart 2

Advisers report the deepest AI integration of any deal group

Respondents reporting AI fully integrated across most deal stages, %

Bars of full AI integration by group: advisers and investment banks 69%, private equity 58%, venture capital 51%, law firms 39% and corporates 29%.

No split for boutiques. The adviser group is 80 people.

Source: Reuters Insights for SS&C Intralinks, Q1 2026, n=400, 80 per group. Intralinks sells data rooms.

See the data
Value
M&A advisory / investment bank69%
Private equity58%
Venture capital51%
Law firm39%
Corporate29%

Which tools do deal teams actually use?

General assistants lead (Chart 3). Of the specialists in this benchmark, the study text names only Harvey, within an "other" group of 26%S1. Just over half of teams (52%) run three to five tools, and 49% prefer several specialist tools to one platformS1.

Capital has flowed to specialists anyway. Harvey raised $550 million at $15.5 billion in September 2026S82, AlphaSense $350 million at $7.5 billion in JuneS78, and Rogo $160 million in April, reported at a $2 billion valuationS70, S71. These are funding facts, not evidence of use in advisory firms. Rogo claims 60,000 users at 450 institutionsS73, and Harvey claims more than 3,500 organisationsS84. Microsoft reported 15 million paid Copilot seats among 450 million commercial seats in January 2026, about 3.3% by our calculation, and gave no updated figure in OctoberS19, S20.

Chart 3

General assistants, not deal specialists, lead named AI use

Respondents using the tool, %. Multiple answers allowed.

Bars of tools in use: ChatGPT 48%, Google 23%, Microsoft 22%, Claude 6%, Meta AI and Perplexity 5% each, four others 2% each, and other tools 26%.

All respondent types, not advisers alone.

Source: Reuters Insights for SS&C Intralinks, Q1 2026, n=400. Intralinks sells data rooms.

See the data
Value
ChatGPT48%
Google, Gemini, Vertex23%
Microsoft, Copilot, Azure22%
Claude6%
Meta AI5%
Perplexity AI5%
Grok2%
Salesforce Einstein2%
Notion AI2%
Grammarly2%
Other AI tools, platforms26%

If the tools connect, why do teams say they do not?

Connections are now normal (Chart 4). PitchBook, FactSet, S&P, DealCloud, Affinity and HubSpot all name links to several assistantsS44, S49, S58, S60, S61, S62. Data rooms have followed, with Datasite, Intralinks and Ansarada all offering a connection for outside AI toolsS32, S35, S38.

A connector is not a working process, and the terms vary. Ansarada's connection is read-only and gives no access to document contentS38. S&P's needs a Capital IQ Pro or API subscriptionS62. PitchBook's is for licensed usersS60. DealCloud's needs an owner or admin to enable it on Claude and ChatGPT team plansS49. Salesforce's Claude plugin was in pilot in August 2026S54, and Harvey's connector library entered early access in JuneS86.

What practitioners report fits this. In Deloitte's survey 59% say outputs need significant manual checking, 57% say tools are not well integrated, and 42% say switching between tools slows workS4. We found no study showing whether connectors close that gap.

The risk sits with heavy users. In the Intralinks study 80% reported an AI incident or near miss in 12 months, and advisers led on both main typesS1. Intralinks has a commercial interest in this finding, so we treat it as a signal, not a measured rate.

Chart 4

Eleven of 13 deal systems now name a link to a general AI assistant

General assistants named, out of ChatGPT, Claude, Copilot and Gemini

Bars of general assistants named per product. Affinity, HubSpot, FactSet and S&P Capital IQ Pro name four. PitchBook, Datasite and DealCloud name three. Firmex and Mergermarket name none we could find.

Vendor claims. A named link says nothing about depth, licence terms or how well it works. None found means our search and the pages we opened showed none.

Source: vendor pages opened 1 November 2026.

See the data
Value
Affinity4
HubSpot Sales Hub4
FactSet4
S&P Capital IQ Pro4
PitchBook3
Datasite3
DealCloud3
Salesforce Sales Cloud2
Ansarada2
SS&C Intralinks1
Grata1
FirmexNone found
MergermarketNone found

What can a firm learn about price before calling sales?

Very little outside CRM and general AI (Chart 5). ChatGPT Business and Claude Team both list at $240 a seat a year on annual billingS87, S93. Microsoft's Copilot add-on is $252 on business plans, or $216 under a first-year promotion to 31 December 2026, and $360 on enterprise plansS21, S22. Affinity lists $2,000 to $2,700 a userS41. Salesforce runs from $300 to $6,600, and HubSpot Professional is $1,080 plus $1,500 onboardingS50, S56.

Firmex and Ansarada describe how price is set, and Grata and AlphaSense name plans, but none shows an amountS36, S39, S64, S79. As an illustration, a six-person firm would pay about $1,440 a year for a general assistant and $12,000 for Affinity Essential (our estimate: list price times six seats, before tax). Data room and data costs cannot be estimated from public sources.

Contract shape matters as much as price. About 80% of PitchBook's contract value is seat-basedS10, and FactSet says average renewal length rose about 30% in its latest quarterS12.

Chart 5

A general assistant lists at $240 a seat a year; the one priced deal CRM starts at $2,000

List price per seat per year, US$ as displayed

Bars of list price per seat per year, from $240 for ChatGPT Business and Claude Team to $2,000 for Affinity Essential and $6,600 for Salesforce Max.

  • General assistant
  • Deal CRM
  • General CRM

Our calculation: monthly price on annual billing times 12. Excludes tax, discounts and onboarding fees. Affinity shows "$" with no currency code. No public price exists for data rooms, data tools or specialist AI.

Source: vendor pricing pages. ChatGPT from CloudZero, because OpenAI's pricing pages could not be opened.

See the data
Value
ChatGPT Business, standard$240
Claude Team, standard$240
Microsoft 365 Copilot Business add-on$252
Salesforce Starter Suite$300
Microsoft 365 Copilot enterprise add-on$360
HubSpot Sales Hub Professional$1,080
Salesforce Pro Suite$1,200
HubSpot Sales Hub Enterprise$1,800
Affinity Essential$2,000
Affinity Scale$2,300
Salesforce Core$2,340
Affinity Advanced$2,700
Salesforce Advanced$4,740
Salesforce Max$6,600

Who owns the stack now?

Datasite is the main consolidator. It completed the Ansarada purchase in August 2024 for about A$240 millionS30, S31, and its controlling shareholder, CapVest, intends to invest $500 million in intelligence productsS27. S&P Global Ratings rates Datasite BS15. We draw no conclusion on pricing from that, but it is worth knowing at renewal.

Market share evidence is thin. Salesforce cites IDC for a 20% share of CRM applications revenue in 2025S51. We found no independent data room share. Datasite claims 55,000-plus M&A deals a year and Intralinks 10,000-plus, but these are not like for likeS26, S33. Intralinks' "8 out of 10 advisors" line comes from a 2022 survey on its own site with no sample shown, so we treat it as a claimS33.

What still runs in Excel, Word and PowerPoint?

We found no survey of office tool use among deal teams. The closest evidence is from corporate finance. AFP reports that 96% of FP&A professionals use spreadsheets for planning at least weeklyS7. A Vena survey of 364 finance staff in the US, Canada and the UK found 92% of teams with planning software still use Excel weekly, and 86% use AI inside ExcelS8. Among those AI users 62% use Copilot, 57% ChatGPT and 29% ClaudeS8. That differs sharply from the Intralinks figures, because the people, the question and the date all differ.

AI vendors are moving to where the files sit. Anthropic's add-ins for Excel, PowerPoint and Word are generally availableS91, and Copilot is built into Microsoft's appsS22.

What does this mean for an independent firm?

  • Start where your files live. A general assistant is the cheapest line you can verify. Add a specialist only after it beats that assistant on a closed deal you can check.
  • Test connectors before paying. Ask five things: read or write, document content or metadata, whose permissions apply, where actions are logged, and whether another licence is needed.
  • Write your AI rule before the next mandate. Cover what may enter a tool and who reviews output. Human review was the top requirement for relying on AI in high-stakes decisions, at 24%S4.
  • Check where data goes. Microsoft says Anthropic models in Copilot are "currently excluded from the EU Data Boundary"S23. Firmex offers storage in Germany, Canada or the USS40. Belgian firms sit inside the EU boundary; UK and Canadian firms do not.
  • Watch renewals. With fewer owners and longer terms, get a competing quote before you sign, and ask what happens to price if the product is merged.
  • Treat vendor numbers as claims. Only 4 of our 20 rows carry a filing or rating-agency figure specific to the product.

Scoring method

The score answers one question: how much can a buyer verify from public sources before speaking to sales? It does not measure product quality, data accuracy or output quality. We tested nothing, so we score none of those. Review scores are excluded because G2, Capterra, TrustRadius and Gartner Peer Insights could not be opened.

CriterionPointsRule
P: Price0 to 22 = per-seat amounts published. 1 = plans or pricing basis described, no amounts. 0 = no pricing on pages opened.
S: Security0 to 4One point each for SOC 2, ISO 27001, ISO 27701 and ISO 42001 stated as held on the vendor's own page.
D: Disclosure0 to 22 = audited filing or rating-agency figure specific to the product or a pure-play owner. 1 = company statement or parent-level filing. 0 = none found.
C: Connections0 to 4Other products in this benchmark named as connected on a page we opened, capped at 4.

Score = points earned divided by points available, with equal weight per point. A zero means the pages we opened showed nothing, not that the vendor lacks the item. Where a vendor's page could not be opened we mark n/e (not evidenced) and drop that criterion from the sum. Rows with fewer than three evidenced criteria get no score. Other weights would change the order.

Comparison table

Prices are as displayed on 1 November 2026. Scale and security items are vendor claims unless a filing or rating agency is named.

P is price, S security, D disclosure, C connections. n/e means not evidenced. The Scoring method above sets out each rule. Scores measure what a buyer can verify from public sources, not product quality. We tested nothing.

CRM and relationship intelligence

Product (owner)Public list priceScale evidenceAttestations claimedAnalyst placementPSDCScore
DealCloud (Intapp)None shownS46Intapp ARR $590.5M, 897 clients over $100k, firm-wideS16; 1,700+ private capital and banking firms, FY2025S17SOC 2 (type not stated), ISO 27001, 27701S45None found031467%
Affinity$2,000 to $2,700 user/yr; Enterprise customS413,300+ private capital firmsS43SOC 2 II, ISO 27001, 27701S42None found231483%
Salesforce Sales Cloud$25 to $550 user/moS5020% CRM share 2025, IDC via SalesforceS51; 9,000+ appsS52SOC 2, ISO 27001, 42001 listed; Sales Cloud scope not statedS53Gartner CRM Leader 2026S59231483%
HubSpot Sales Hub$7 to $150 seat/mo; onboarding $1,500 to $3,500S56306,446 customers, 30 Jun 2026, SECS18SOC 2 II; ISO 27001 not listedS57Gartner CRM Challenger 2026S59212475%

Virtual data rooms

Product (owner)Public list priceScale evidenceAttestations claimedAnalyst placementPSDCScore
Datasite (CapVest)None shownS26$789M revenue FY Jan 2026, S&P RatingsS15SOC 2 II, ISO 27001, 27701, 42001S26None found042483%
SS&C IntralinksNone; contact salesS33, S3510,000+ M&A deals a yearS33SOC 2 II, ISO 27001, 27701S34None found031467%
Ansarada (Datasite)Basis described; quote tool did not loadS36None current; delisted 2024S31SOC 2, ISO 27001S37None found120242%
FirmexTwo plans; no amountsS3920,000+ new rooms a yearS40SOC 2 II; ISO 27001 not mentionedS40None found111025%

Market and company data

Product (owner)Public list priceScale evidenceAttestations claimedAnalyst placementPSDCScore
PitchBook (Morningstar)n/e; no access$671.8M revenue 2025; ~10,200 accounts; 113,451 users, SECS9n/e; no accessNone foundn/en/e24Not scored
S&P Capital IQ Pron/e; no accessMarket Intelligence division $4,916M, 2025, SECS13, S14n/e; no accessNone foundn/en/e14Not scored
Mergermarket (ION)None; talk to salesS631.4M company profiles, coverage onlyS63None on pages openedS63None found00000%
FactSetNone shownS61$2,476M revenue FY2026S12; 9,258 clients, 260,671 users, SECS1110-K says "guided by" ISO 27001 and SOC 2; no certificate claimedS11None found002450%
Grata incl. Sourcescrub (Datasite)Three plans; no amountsS6419M+ private companies, coverage onlyS28SOC 2 IIS65, S66None found110450%

AI research and drafting

Product (owner)Public list priceScale evidenceAttestations claimedAnalyst placementPSDCScore
RogoNone shownS73$300M+ raisedS70; nine bank investorsS72; 450 institutions, 60K usersS73; London officeS69SOC 2 II, ISO 27001, 42001S74None found031467%
HebbiaNone shownS76$130M Series B, 2024S75; no customer countS76SOC 2 II, ISO 27001, 42001S77None found031467%
AlphaSensePlans named; no amountsS79$600M+ ARR; 7,000+ enterprisesS78SOC 2 II, ISO 27001; states not ISO 42001S80Forrester and Gartner Leader, vendor-reportedS81121142%
Harvey (legal)None shownS84$400M+ ARR, $1.5B+ raisedS83; 3,500+ organisationsS84SOC 2 II, ISO 27001, 27701, 42001S85None found041475%
Microsoft 365 Copilot$21 to $30 user/mo, paid yearlyS21, S2215M paid seats, Jan 2026S19ISO 27001, 42001 for Copilot; SOC 2 and 27701 cover Office 365, Copilot not namedS23, S24, S25Gartner AI assistant Leader 2026, via resellerS95221475%
ChatGPT Business (OpenAI)$20 seat/mo annual, $25 monthlyS93~900M weekly users, Feb 2026S94SOC 2 II, ISO 27001, 27701, 42001; ISO scope names Enterprise, Edu, APIS92Gartner AI assistant Leader 2026, via resellerS95241492%
Claude Team (Anthropic)$20 seat/mo annual, $25 monthlyS87$47B+ run-rate revenue, $965B valuationS90SOC 2 II, ISO 27001, 42001S88, S89Gartner AI assistant Leader 2026, via resellerS95231483%

The office tools are not scored, because they sit under every row. Microsoft 365 Business Standard with Copilot lists at $23.50 and Business Premium with Copilot at $32 a user a month, paid yearlyS21. Google Workspace Business lists at CA$9.20 to CA$28.70 a user a month from 15 February 2027S96.

Connection evidence for column C. DealCloud: FactSet, GrataS47; Claude, ChatGPT, Copilot StudioS49; Intapp also has a Claude agent collaborationS48. Affinity: PitchBook, Grata, Sourcescrub, AlphaSense, Claude, ChatGPT, CopilotS44. Salesforce: ChatGPTS55, ClaudeS54, GrataS67, HebbiaS76, RogoS73. HubSpot: ChatGPT, Claude, CopilotS58, GrataS67. Datasite: Claude, ChatGPT, CopilotS32, GrataS27, HarveyS86. Intralinks: Claude, Harvey, Hebbia, RogoS35. Ansarada: Claude, ChatGPTS38. PitchBook: ChatGPT, Claude, Copilot Studio, Rogo, HebbiaS60. S&P: Claude, ChatGPT, CopilotS62, HebbiaS76. FactSet: ChatGPT, Claude, Copilot StudioS61, DealCloudS47, HebbiaS76, RogoS73. Grata: Salesforce, HubSpot, DealCloud, AffinityS67, DatasiteS64, ClaudeS68. Rogo: DealCloud, Salesforce, FactSet, PitchBookS73, IntralinksS35. Hebbia: FactSet, S&P Capital IQ, PitchBook, Intralinks, Salesforce, DealCloudS76. AlphaSense: AffinityS44. Harvey: PitchBook, Intralinks, DatasiteS86, CopilotS97. Copilot: DatasiteS32, AffinityS44, DealCloudS49, HubSpotS58. ChatGPT: DatasiteS32, AffinityS44, HubSpotS58, PitchBookS60. Claude: FactSet, S&P, PitchBook, IntralinksS91. Firmex and Mergermarket: none found.

Limits

  • We tested nothing. We have not used these products. All facts are from public documents, and no score reflects quality.
  • No survey covers boutiques. The adviser group in S1 is 80 people and includes investment banks. S4 covers only US corporates, portfolio companies and private equity, with no advisers. S1 is vendor-sponsored, and Deloitte sells advisory services, so its advisory-led findings carry an interest. The base for Deloitte's tools question is not stated.
  • S1 contradicts itself. The foreword says 38% and the body says 28% for "well integrated". We use the body figure.
  • Adoption is thin below AI. We found no credible survey of CRM or data room use among advisers, and no independent data room share. MarketsandMarkets and Mordor market-size reports are paid products we did not open, so we did not use them. The Sourcescrub figure quoted by Grata (49% daily AI use) has no stated sample, so we left it out.
  • Pages we could not open. G2, Capterra, TrustRadius, Gartner Peer Insights and Gartner's report page could not be opened, so no review scores appear. PitchBook's site, S&P Global's product pages, openai.com, ir.hubspot.com, Business Wire and FinTech Futures could not be opened either. We used filings or other publishers instead, and left the rest out. We did not read the Gartner or Forrester reports themselves.
  • Extracts. The SS&C releaseS2 was read through an extract because the page could not be opened; its date matches the Intralinks blogS3. S&P Global Ratings' site could not be opened, so we read its 23 July 2026 update on DatasiteS15 only as a search excerpt, which gives revenue of $789M and the B rating. An earlier copy also showed $788M. We left out its forecast and leverage figures because we could not confirm them.
  • Secondary sourcing. ChatGPT prices come from CloudZero because OpenAI's pricing pages could not be opened, and Gartner's AI assistant placements come from Softprom, a reseller partner of some vendors named. Salesforce's IDC share comes from Salesforce's own page.
  • Reading depth. Most pages were read for specific answers, not line by line. Filing figures for S&P were cross-checked against a second document; others were not.
  • Attestations are claims. We did not inspect certificates, and scope differs by plan. OpenAI's ISO scope names API, Enterprise and Edu, and its 2026 SOC 2 report adds Team, so check the plan you buy. Salesforce's page does not say which certificates cover Sales Cloud.
  • Prices are list prices. Discounts, tax, usage charges and minimums differ. Several pages show "$" with no currency code, and Google's page served Canadian dollars. Hebbia's pricing page failed to load, and Ansarada's quote tool may show amounts we could not see.
  • Dates vary. Home-page figures such as Rogo's and Harvey's are undated, and all of this moves quickly.
  • What the score rewards. Scoring favours vendors who publish, not vendors who are better.
  • Final check. On 1 November 2026 we reopened the Intralinks study. The 28%, 38%, 69%, 29%, 48%, 23%, 22% and 6% figures matched.

Sources

All were opened on 1 November 2026 unless noted in Limits. Current means an undated live page.

  1. S1SS&C Intralinks with Reuters Insights, Survey Q1 2026. Method, integration by group, tools used, incidents, tool preferences.
  2. S2SS&C Technologies, 8 Apr 2026. Publication date and survey size.
  3. S3SS&C Intralinks, 10 Apr 2026. Date check for the study.
  4. S4Deloitte, Fieldwork 14 to 27 May 2026. Method, adoption, tools, integration, challenges, review requirement.
  5. S5Bain & Company, 27 Jan 2026. 45% AI use, survey of 300-plus.
  6. S6Bain & Company, 4 Feb 2025. 21% and 16% generative AI use.
  7. S7Association for Financial Professionals, 8 Oct 2025. 96% and 93% weekly spreadsheet use in FP&A.
  8. S8Vena, survey by Centiment, 17 Sep 2026. Excel and AI-in-Excel use, sample of 364.
  9. S9Morningstar 10-K, SEC, FY to 31 Dec 2025. PitchBook revenue, accounts, licensed users.
  10. S10Morningstar investor Q&A, 2025. PitchBook seat-based and unlimited split.
  11. S11FactSet 10-K, Filed 20 Oct 2026. Clients, users, security wording.
  12. S12FactSet earnings release, 30 Sep 2026. FY2026 revenue, renewal length.
  13. S13S&P Global 10-K, SEC, FY to 31 Dec 2025. Market Intelligence revenue, Capital IQ description.
  14. S14S&P Global earnings release, 10 Feb 2026. Cross-check of division revenue.
  15. S15S&P Global Ratings, 23 Jul 2026. Datasite revenue, rating, owner. Search excerpt only, see Limits.
  16. S16Intapp, 4 Aug 2026. ARR and clients over $100k at 30 Jun 2026.
  17. S17Intapp 10-K, SEC, FY to 30 Jun 2025. Private capital and banking firm count.
  18. S18HubSpot Q2 release, SEC, 5 Aug 2026. Customers.
  19. S19Directions on Microsoft, 29 Jan 2026. 15M paid Copilot seats, 450M commercial seats.
  20. S20Microsoft earnings call, Oct 2026. No updated Copilot seat figure; seats up 5%.
  21. S21Microsoft, Current. Business Copilot and bundle prices, promotion.
  22. S22Microsoft, Current. Enterprise Copilot price; Copilot in Office apps.
  23. S23Microsoft Learn, Updated 31 Oct 2026. Copilot certifications, EU Data Boundary note.
  24. S24Microsoft Learn, Updated 2 Jun 2026. SOC 2 Type 2 scope.
  25. S25Microsoft Learn, Updated 2 Jun 2026. ISO 27701 scope.
  26. S26Datasite, Current. Certifications, deal claim, no price shown.
  27. S27Datasite, 3 Jun 2025. Grata purchase, $500M commitment.
  28. S28Datasite, 8 Aug 2025. Sourcescrub purchase, Grata coverage claim.
  29. S29Grata / Datasite, 8 May 2026. Valu8 purchase.
  30. S30Capital Brief, 13 Feb 2024. Ansarada offer of $2.50 a share.
  31. S31MarketScreener, 28 Aug 2024. Ansarada completion, about AUD 240M, delisting.
  32. S32Datasite, Event 19 May 2026. Datasite MCP, assistants named.
  33. S33SS&C Intralinks, Current. Deal and user claims, TechValidate lines, quote route.
  34. S34SS&C Intralinks, Current. Certifications held.
  35. S35SS&C Intralinks, Current. DealCentre Connect partners, contact sales.
  36. S36Ansarada, Current. Pricing basis, no amounts.
  37. S37Ansarada, Current. ISO 27001 and SOC 2 wording.
  38. S38Ansarada, Current. MCP terms, assistants named.
  39. S39Firmex, Current. Pricing plans, no amounts.
  40. S40Firmex, Current. SOC 2, storage regions, room count.
  41. S41Affinity, Current. Plan prices.
  42. S42Affinity, Current. Certifications.
  43. S43Affinity, Current. Customer claim.
  44. S44Affinity, Current. Data partners, AI assistants via MCP.
  45. S45Intapp, Current. Certifications.
  46. S46Intapp, Current. DealCloud page, no price.
  47. S47Intapp, Current. Data partners: 22 results, FactSet and Grata.
  48. S48Intapp, 24 Feb 2026. Anthropic collaboration.
  49. S49Intapp DealCloud API docs, Current. MCP clients and admin steps.
  50. S50Salesforce, Current. Sales Cloud prices.
  51. S51Salesforce, Current. IDC share claim.
  52. S52Salesforce, Current. 9,000+ apps.
  53. S53Salesforce, Current. Compliance categories.
  54. S54Salesforce, 26 Aug 2026. Claude plugin status.
  55. S55Salesforce, 17 Dec 2025. ChatGPT app open beta.
  56. S56HubSpot, Current. Sales Hub prices and onboarding.
  57. S57HubSpot, Current. Trust badges.
  58. S58HubSpot, Current. AI assistants named.
  59. S59CX Today, 12 Aug 2026. Gartner CRM Sales Platforms placements.
  60. S60Morningstar, 17 Dec 2025. PitchBook links to ChatGPT, Claude, Copilot Studio, Rogo, Hebbia.
  61. S61FactSet, Current. MCP assistants named, no price.
  62. S62Kensho, S&P Global, Current. Platforms named, subscription needed.
  63. S63ION Analytics, Current. Mergermarket claims, no price.
  64. S64Grata, Current. Plans, no amounts.
  65. S65Grata, Current. SOC 2 Type II, Blueflame within Datasite.
  66. S66Grata, Current. Security page: SOC 2, no ISO.
  67. S67Grata, Current. CRM integrations.
  68. S68Grata, 27 Aug 2026. Grata MCP in Claude.
  69. S69Rogo, 28 Jan 2026. Series C, London office.
  70. S70Rogo via PR Newswire, 29 Apr 2026. Series D, total funding.
  71. S71Capital Brief, 11 Sep 2026. $2B valuation report.
  72. S72Rogo, 10 Sep 2026. Strategic bank investors.
  73. S73Rogo, Current. Users, institutions, named integrations, no price.
  74. S74Rogo, Current. Certifications.
  75. S75Hebbia, 2024. Series B.
  76. S76Hebbia, Current. Integrations named, no price, no customer count.
  77. S77Hebbia, Current. Certifications.
  78. S78AlphaSense, 3 Jun 2026. Round, valuation, ARR, customers.
  79. S79AlphaSense, Current. Plans, no amounts.
  80. S80AlphaSense, Current. Certifications, not ISO 42001.
  81. S81AlphaSense, 27 Aug 2026. Forrester and Gartner placements, vendor-reported.
  82. S82Harvey, 9 Sep 2026. Round and valuation.
  83. S83The Next Web, 9 Sep 2026. ARR and total funding.
  84. S84Harvey, Current. Customer claims, no price.
  85. S85Harvey, Current. Certifications.
  86. S86Harvey, 8 Jun 2026. Connector library, early access.
  87. S87Anthropic, Current. Claude plan prices.
  88. S88Anthropic, Current. Certifications.
  89. S89Anthropic, Current. Scope by plan.
  90. S90Anthropic, 28 May 2026. Series H, run-rate revenue.
  91. S91Anthropic, 5 May 2026. Connectors, Office add-ins.
  92. S92OpenAI, Current. Certifications and scope.
  93. S93CloudZero, Updated 21 Oct 2026. ChatGPT Business prices.
  94. S94eWEEK, 27 Feb 2026. Weekly users.
  95. S95Softprom, 18 Sep 2026. Gartner AI assistant placements, reseller summary.
  96. S96Google, Current. Workspace prices, CAD.
  97. S97Harvey, Current. Harvey for Microsoft 365 Copilot.

Published 1 November 2026. As at 1 November 2026.

To cite: Verdalyze, “Only 28% of deal professionals call their AI well integrated”, 1 November 2026, verdalyze.com/research/deal-technology-benchmark

Book a call