Tools & Solutions

Every tool in the 2026 handbook, A to Z. Filter by chapter to narrow it down.

All Market Intelligence & Data 28 Virtual Data Rooms & Transaction Security 39 Valuation & Financial Analytics / BI 12 Cross-cutting Platforms, Talent & Financing 27

Strategy & Deal Sourcing 26 Deal Management, CRM & Pipeline 22 Due Diligence 37 Post-Merger Integration 13

Tools Cross-cutting Platforms, Talent & Financing

Michael Page (PageGroup) is a global recruitment group whose Page Executive division provides executive search and leadership talent for PE-backed and M&A-active organizations.

Tools Deal Management, CRM & Pipeline

Microsoft Dynamics 365

Dynamics 365 provides an agentic CRM and ERP foundation that many corporate development and PE portfolio teams already use to track relationships, deals and post-close performance in a Microsoft-centric stack.

Tools Cross-cutting Platforms, Talent & Financing

Midaxo is a purpose-built M&A platform that gives strategy, pipeline, diligence and integration teams a shared system of record, workflow and intelligence for repeatable, value-focused execution.

Tools Deal Management, CRM & Pipeline

monday.com gives deal and integration teams a flexible, highly configurable hub for tracking pipelines, workstreams and integrations when they do not require a dedicated M&A platform.

Tools Deal Management, CRM & Pipeline

Mosaia is an AI-native deal sourcing and intelligence platform deploying autonomous AI agents for industry mapping, target screening, and lead generation.

Tools Deal Management, CRM & Pipeline

Navatar is an AI-native private markets CRM and deal operating system on Salesforce that captures firm knowledge, market intelligence and third-party data into a living intelligence layer powering origination, execution and fundraising.

Tools Cross-cutting Platforms, Talent & Financing

Navima is an M&A execution and playbook platform that connects pipeline, projects, VDR, reporting and best-practice workflows so teams can increase deal flow, consistency and data-driven decision-making.

Tools Cross-cutting Platforms, Talent & Financing

Ontra automates critical private market workflows for 9 of the top 10 PEI-ranked firms.

Tools Deal Management, CRM & Pipeline

Outreach is an agentic AI sales execution platform that automates and analyzes multi-channel engagement, pipeline and forecasting — also applied to M&A deal origination outreach.

Estonia / Global

Tools Deal Management, CRM & Pipeline

Pipedrive provides a flexible, low-friction CRM and pipeline tool that some M&A and corporate development teams repurpose for deal tracking and outreach when they do not yet need full M&A-specific platforms.

Tools Deal Management, CRM & Pipeline

Pipeline CRM is a US sales CRM (formerly PipelineDeals) offering pipeline management, automation and reporting for small and mid-sized teams.

Tools Cross-cutting Platforms, Talent & Financing

Private Equity List

Private Equity List is a lightweight investor directory that complements heavier data platforms by giving founders and smaller dealmakers accessible visibility into the PE/VC landscape.

Tools Deal Management, CRM & Pipeline

Qmarkets (Q-Scout)

Q-scout by Qmarkets is an innovation and deal-scouting platform that applies AI to startup databases and helps corporate M&A and venturing teams build intelligent deal-flow pipelines.

Tools Deal Management, CRM & Pipeline

RIA Catalyst is an AI-powered M&A intelligence platform purpose-built for RIA acquisitions, providing 15,000+ firm profiles and AI acquisition scoring.

Tools Cross-cutting Platforms, Talent & Financing

Rogo is a finance-native AI platform helping bankers and investors automate research, due diligence, and document production through end-to-end agentic workflows.

Tools Cross-cutting Platforms, Talent & Financing

Savantiq combines deep expertise in private finance and advanced technologies into an end-to-end deal management platform purpose-built for M&A and private equity.

Tools Deal Management, CRM & Pipeline

Sc0red is an AI-powered M&A target sourcing platform letting deal professionals digitize their investment thesis and apply it at scale across 68M+ companies.

Tools Deal Management, CRM & Pipeline

Scend is an agentic financial search platform providing ground-truth intelligence on companies, people, and deals across private markets.

Tools Cross-cutting Platforms, Talent & Financing

smartmerger.com

smartmerger.com is the M&A operating system for an end-to-end process - data-first, EU data-sovereign, and powered by Agentic AI - trusted by leading enterprises and advisory teams, including Siemens and BCG. Gartner topranked. Designed as a modular platform of specialized apps with flexible integration, it connects structured M&A data, digital playbooks, and workflows in one secure, governed environment, spanning pipeline, diligence, integration, carve-outs, and sell-side.

Tools Cross-cutting Platforms, Talent & Financing

SRS Acquiom is a specialized M&A services firm providing technology-enabled paying agent services, escrow administration, and shareholder representation, supporting 10,000+ transactions.

Tools Deal Management, CRM & Pipeline

Tiger Team M&A builds M&AOP, the AI operating platform for M&A. Corporate development and private equity teams use it to build strategy and optimize outcomes across the M&A lifecycle.

Tools Cross-cutting Platforms, Talent & Financing

VentureLink Partners

VentureLink Partners is a specialist recruitment and executive search firm supporting clients across M&A, Investment Banking and Transactional Risk in identifying and hiring high-calibre professionals and senior leaders.

Tools Cross-cutting Platforms, Talent & Financing

Wall Street Oasis

Wall Street Oasis is a training and community hub that equips current and aspiring deal professionals with modeling skills and career insights, complementing specialized M&A software in the ecosystem.

Tools Deal Management, CRM & Pipeline

Wrike is a collaborative work management platform serving 20,000+ organizations across 140 countries, offering AI-powered automation and 400+ integrations.

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