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 Due Diligence

Global legal research and risk intelligence provider whose Nexis Diligence+ platform powers reputational and compliance due diligence.

Tools Due Diligence

Libra by Wolters Kluwer

Libra by Wolters Kluwer is a legal AI workspace that automates legal research, drafting and contract review for law firms and in-house teams.

Tools Due Diligence

LocateRisk scores a target's cyber risk from the outside, passively and without the target's involvement, across sourcing, diligence and integration.

Tools Due Diligence

Marveri is an AI-native diligence platform built by MIT PhDs and Big Law M&A attorneys, automating data room organization and disclosure schedule preparation.

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 Due Diligence

Metal AI is an institutional intelligence platform purpose-built for PE firms, helping deal teams extract and query data from memos, expert calls, and financial documents.

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.

Tools Due Diligence

PandaDoc is a document automation and e-signature platform built for sales teams, speeding up creation, approval, and signing of proposals and contracts.

Tools Due Diligence

PerceiveNow is a model-agnostic AI Operating System that connects enterprise data platforms with frontier LLMs, enabling dealmakers to instantly build proprietary, lock-in-free due diligence assets and workflows.

Tools Due Diligence

PinpointAI is an AI financial due diligence platform automating the FDD workflow from data upload to branded PowerPoint report, cutting delivery time by up to 60%.

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 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.

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