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Overview
BoardEx helps teams map relationship paths and uncover referral sources for executive outreach. While it does not offer advanced AI features, it shows how contacts and organizations are connected and tracks people's moves with alerts, reports, and data feeds. Overall, it suits business development, marketing, and customer success teams.
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Starting Price
Custom
BoardEx Specifications
Contact Management
Reporting and Analytics
Activity Tracking
Customer Relationship Management (CRM)
What Is BoardEx?
BoardEx is a people intelligence software platform for customer success, marketing, and business development teams that work with executives and organizations. It maps relationship paths across an executive and company database to help users identify referral sources and connection routes. The software shows how contacts are linked through coworkers, classmates, and associations, and tracks people's movements with alerts, reports, and data feeds. Users can also build targeted lists for outreach, thought leadership, and email campaigns.
BoardEx Pricing
Disclaimer: The pricing is subject to change.
BoardEx Integrations
The software supports integration with multiple systems and platforms, such as:
- Salesforce
- Dynamics 365
Who Is BoardEx For?
BoardEx is ideal for a wide range of industries and sectors, including:
- Asset management
- Insurance
- Investment banking
- Legal
- Private equity
Is BoardEx Right For You?
If you’re a sales, marketing, customer success, or business development professional who depends on understanding real-world relationships, BoardEx helps you map connection paths across executives and organizations using actionable people intelligence derived from extensive data analysis.
BoardEx is committed to protecting and processing personal data in line with applicable data protection laws, including the General Data Protection Regulation (GDPR). It’s a suitable option if relationship intelligence and data governance are important to your outreach, networking, and business development decisions.
Still doubtful if BoardEx software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
BoardEx Features
BoardEx gives users access to the networks of private equity firms and their portfolio company leadership. It helps professionals identify executives, advisors, and investors, strengthen C-suite relationships, improve due diligence, and uncover connections between firms and portfolio companies for more informed deal origination and executive talent insight.
This feature connects users to global business leaders across public, private, and nonprofit organizations, enabling strategic relationship discovery. It uses proprietary relationship mapping and advanced search to turn data into actionable intelligence, support strategic outreach, and deliver detailed executive profile insight for business development and networking efforts.
The software lets business development teams access BoardEx executive data directly within their CRM. It helps match contacts, enrich sales pipelines with verified information, discover relationship links, and stay updated with current intelligence on key decision-makers to better manage complex engagements and advance business opportunities.
BoardEx ‘Data Feeds’ integrate executive intelligence directly into organizational workflows to streamline processes and boost productivity. They deliver up-to-date people data, reduce manual entry errors, and provide a consistent source of truth that helps teams uncover high-impact connections and enhance analysis across systems.
The BoardEx Developer API allows organizations to integrate BoardEx people and relationship data into internal workflows and systems. It supports real-time access to executive profiles, improves reporting and decision-making, and connects relationship insights to custom applications to strengthen business processes and identify opportunities.
