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 Market Intelligence & Data

Search-driven private company intelligence engine for sourcing and screening millions of US SMEs.

Tools Market Intelligence & Data

Mergermarket (ION Group)

Mergermarket, part of ION Analytics, blends expert journalism, machine learning and decades of Dealogic data to deliver early signals of potential M&A opportunities, deals, threats and challenges.

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 Market Intelligence & Data

Mergr is a human-researched, daily-updated database connecting private equity firms, corporate acquirers, M&A transactions, and the advisors who work on them.

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 Market Intelligence & Data

MODELYZR is an AI-powered market and M&A intelligence platform that enables data-driven target screening, commercial due diligence, market potential assessment and revenue synergy analysis within minutes instead of months.

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 Market Intelligence & Data

Orbis (Moody's / formerly Bureau van Dijk)

Orbis, now part of Moody‘s, is a global database of 635M+ companies with standardized financials, ownership structures, M&A data and risk indicators, used to find, analyze and compare companies worldwide.

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 Market Intelligence & Data

Palturai’s BusinessGraph is an AI-ready relationship and risk intelligence graph that helps financial and corporate users identify sales opportunities, predict company sales events and detect fraud networks in their ecosystems.

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 Market Intelligence & Data

PitchBook is a leading private markets intelligence platform that underpins deal sourcing, diligence and portfolio analysis across VC, PE and corporate development teams.

Tools Market Intelligence & Data

Preqin is a leading data and intelligence platform for alternative assets, acquired by BlackRock in March 2025 for $3.2B.

Tools Market Intelligence & Data

PrivSource is a lower middle market M&A deal sourcing platform. Buyers receive live deals matched to their investment mandate; sell-side advisors see exactly which vetted buyers are looking for their deal before they share it. No success fees.

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 Market Intelligence & Data

S&P Global Market Intelligence

S&P Global Market Intelligence provides the data backbone and analytics for many M&A and investment workflows, primarily via its Capital IQ Pro platform, covering deal screening, valuation and risk analysis.

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 Market Intelligence & Data

StrategyBridgeAI

StrategyBridgeAI is an AI-native business and market analysis platform that automates company, peer and market analysis for M&A, Strategy and Audit teams, producing traceable, presentation-ready outputs in hours instead of days.

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.

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