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

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

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 Virtual Data Rooms & Transaction Security

Progress Sharefile

Progress ShareFile Virtual Data Room is a secure file sharing and virtual data room platform for M&A due diligence, fundraising, audits, litigation, and other confidential business processes, with granular permissions, dynamic watermarking, real-time audit trails, and built-in Folder Q&A workflows.

Tools Virtual Data Rooms & Transaction Security

Revver is a cloud document management and workflow automation platform (rebranded from eFileCabinet in 2023) that helps SMB and mid‑market teams capture, organize, secure, and automate document‑dependent work, using structured repositories, no‑code workflows, and AI‑powered data extraction to turn file storage into governed, repeatable processes.

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 Virtual Data Rooms & Transaction Security

SecureDocs (an Onit product)

SecureDocs is a simple, flat-fee virtual data room for securely storing and sharing sensitive business documents during M&A due diligence, fundraising, and other confidential deal workflows.

Tools Virtual Data Rooms & Transaction Security

ShareVault is a virtual data room and secure document sharing platform with strong security controls, used across life sciences and M&A due diligence.

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 Virtual Data Rooms & Transaction Security

SmartRoom is a virtual data room platform for securely managing M&A due diligence, restructuring, and other high-stakes financial transactions, built by BMC Group with a strong footing in investment banking and restructuring workflows.

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 Virtual Data Rooms & Transaction Security

SS&C Intralinks

SS&C Intralinks is an enterprise-grade virtual data room and deal management platform that supports the full transaction life cycle through secure document collaboration and AI-assisted deal workflows.

Tools Virtual Data Rooms & Transaction Security

Sterling is a premium, AI-enabled VDR provider focused on high-stakes M&A and capital market transactions, blending advanced document security, intelligent workflows and around-the-clock expert support.

Tools Virtual Data Rooms & Transaction Security

Vault Rooms by CoolLife.io

Vault Rooms by CoolLife.io enables organizations to easily secure, manage confidential transactions from initial engagement through post-closing document retention. The platform supports mergers and acquisitions, capital raising, due diligence, legal matters, audits, board governance, and other secure collaboration requirements.

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 Virtual Data Rooms & Transaction Security

Virtual Vaults is an all-in-one platform for dealmakers that covers deal preparation, data room execution and secure archiving, with fixed, transparent pricing and a strong presence in the Benelux market.

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 Cross-cutting Platforms, Talent & Financing

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

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