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 Deal Management, CRM & Pipeline

4Degrees is an AI-powered relationship-intelligence CRM for private-markets and M&A teams, combining automated data capture, relationship scoring, and deal-flow management to source, track, and close more deals.

Tools Deal Management, CRM & Pipeline

Affinity is a relationship-intelligence CRM for private capital and M&A teams that centralizes relationship data, automates data capture, and uses AI to surface the best paths to deals.

Tools Deal Management, CRM & Pipeline

Airtable is an AI-native low-code platform that combines a relational database with spreadsheet usability, used by 500,000+ organizations including 80% of the Fortune 100.

Tools Deal Management, CRM & Pipeline

Arx is an M&A-focused deal workspace that unites a proprietary deals and investor database, a purpose-built M&A CRM and a transactional network, helping bankers, investors and corporate M&A teams digitize how they source, track and close transactions.

Tools Deal Management, CRM & Pipeline

Asana is a work management platform that helps organizations coordinate projects, workflows, goals, and cross-functional teams in one connected system, with AI-powered features that support planning, automation, reporting, and execution.

Tools Deal Management, CRM & Pipeline

Atlassian provides an integrated suite of collaboration, project management, software development, and knowledge-sharing tools that help teams plan work, connect strategy to execution, and deliver projects from idea through completion.

Tools Deal Management, CRM & Pipeline

EKNOW provides a modular, enterprise-grade M&A execution platform that replaces spreadsheets and point tools with integrated pipeline, diligence, integration and data room capabilities backed by decades of M&A playbooks and best practices. EKNOW M&A Tools is the operating system for the M&A Ecosystem.

Tools Deal Management, CRM & Pipeline

Intapp DealCloud

Intapp DealCloud is an AI-powered deal and relationship intelligence platform that centralizes deal flow, relationship data, and firm intelligence in a compliance-aware environment for financial and professional services firms. It provides a single hub to coordinate pipelines, client and intermediary relationships, and cross-firm workflows, helping teams originate smarter, execute deals more efficiently, and grow faster.

Tools Deal Management, CRM & Pipeline

MergerWare is an end-to-end M&A execution platform that helps organizations manage deals, due diligence, integrations, synergies, and divestitures in one place.

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 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 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 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 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 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 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.