What’s new?

The DealCloud (Data Room Insights) integration is now live via Integration Hub. Investor engagement activity from your Anduin Data Rooms is now automatically synced to DealCloud in real time — no manual logging needed.

Why it matters?

Every time an investor is invited, joins, views, or downloads a document in your data room, DealCloud gets updated automatically. Teams can choose which investor activities to capture, so your CRM only receives the signals that matter.

Who can use this feature?

• Any Anduin Data Room customer using DealCloud as their CRM.
• Especially helpful for firms with high investor activity and multiple data room participants.

How It Works?

• Automatically pushes investor engagement activity from Anduin Data Rooms into a dedicated DealCloud object
• Supports event filtering across invites, joins, views, and downloads
• Includes a one-time historical backfill on installation to populate past activity

To learn more about this feature visit our help center or reach out to our customer service team.