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 Valuation & Financial Analytics / BI

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.

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 Valuation & Financial Analytics / BI

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

Tools Due Diligence

Rapid7 is a global cybersecurity vendor whose Command Platform unifies vulnerability management, detection and response, and exposure management — capabilities relevant to cyber due diligence on M&A targets.

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 Due Diligence

Sema gives investors and acquirers a structured view of software assets across the deal lifecycle, combining code-level due diligence scans with AI-built executive reports on AI defensibility and strategy execution.

Tools Due Diligence

Shortcut.ai is an AI Excel agent automating complex financial modeling, including LBOs, DCFs, and three-statement models, with industry-leading accuracy.

Tools Due Diligence

SMASHDOCs is a German web-based document collaboration platform with patented change tracking, used by lawyers and dealmakers to draft and negotiate transaction documents.

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 Due Diligence

top.legal is a German AI-native contract lifecycle management platform for creating, negotiating, signing and analyzing contracts.

Tools Due Diligence

TotlIQ is an AI-powered due diligence platform for private markets, letting investment teams upload an entire virtual data room and query it on demand.

Tools Due Diligence

Tower is an AI-powered due diligence management platform centralizing collection, organization, and review of deal documents for law firms and deal teams.

Tools Due Diligence

TuringText (Turing Technologies GmbH)

TuringText is a German audit and due diligence firm that combines licensed auditing expertise with its own AI audit software to deliver statutory audits and financial and tax due diligence faster.

Tools Valuation & Financial Analytics / BI

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

Tools Valuation & Financial Analytics / BI

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.

Tools Due Diligence

vencortex, Inc (DeOS - Decision Optimization System)

Vencortex's Decision Optimization System (DeOS) empowers private equity, asset managers, and enterprise executives to generate repeatable alpha and maximize shareholder value by fusing hybrid intelligence with advanced causal modeling.

Tools Due Diligence

Vitelis is the Pushbutton Due Diligence platform that delivers consulting-grade, external-first diligence and quantified value-creation opportunities in hours instead of weeks.

Tools Due Diligence

Wokelo is an agentic AI platform for investment research and commercial due diligence, automating workflows from sector analysis to formatted PowerPoint deliverables.

Tools Due Diligence

Workday Contract Intelligence (formerly Evisort)

Workday Contract Intelligence is an AI-native contract lifecycle management product, originally built by Evisort — founded in 2016 by a team from Harvard Law School and MIT — and acquired by Workday in 2024. Uses proprietary AI to automatically extract, analyze, and manage contract data at scale.

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.

Tools Due Diligence

Zuva is a contracts AI platform spun out of Kira Systems with 1,400+ pre-built AI fields for extracting key data from legal agreements.

1
2
3