Tools & Solutions

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.

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

PATEV provides IP-centric M&A intelligence, valuation and innovation analytics that help buyers and sellers understand technology leadership, IP value and related risks in transactions.

Planful provides the FP&A operating system for many acquisitive and PE-backed companies, with its Predict suite using AI/ML to improve data quality and forecasting, which supports M&A integration and portfolio planning.

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.

QuikIRR is an Excel-first deal intelligence platform that automates financial model infrastructure, data cleaning, and investment-grade analysis from raw data room files.

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

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.

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.

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

One-time-purchase desktop software for standards-compliant small business valuation using asset, income and market approaches.

Valutico is an AI-enabled valuation suite that combines a large M&A and trading-multiples database with smart, semi-automated workflows so practitioners can deliver defensible valuations far faster than with spreadsheets.

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.

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.

Wyecliff.ai is a custom software and AI automation consultancy designing bespoke automation systems and AI agents for traditional industries.