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

A business intelligence portal that makes global customs and shipment data searchable for market, sourcing and competitive analysis.

Tools Due Diligence

AlphaSense is a market intelligence and search platform that uses AI to help financial professionals extract insights from 10,000+ public and private sources.

Tools Market Intelligence & Data

AnalyzeMarkets provides AI-driven global deal intelligence, investor and company databases, and predictive “deals in the making” signals so M&A professionals can source transactions, identify counterparties, and contact decision makers across asset classes from one integrated platform.

Tools Market Intelligence & Data

ARC Intelligence

ARC Intelligence is the AI-native Finance OS for mid-market groups and Private Equity funds: live financial and operational data from every entity and every ERP in one platform, built for performance monitoring, value creation and M&A readiness.

Tools Due Diligence

Black Duck is an application security company whose open source audits and software composition analysis are a standard component of tech/code due diligence in M&A.

Tools Market Intelligence & Data

The market-standard financial data and analytics terminal that supplies deal, market and company intelligence across the M&A lifecycle.

Tools Cross-cutting Platforms, Talent & Financing

Blueflame (by Datasite)

Blue Flame is an LLM-agnostic agentic AI platform for investment firms, orchestrating workflows across sourcing, diligence, portfolio monitoring, and investor relations.

Tools Market Intelligence & Data

CB Insights is a market intelligence platform that analyzes millions of data points on private companies, investors, patents, news, and markets to help corporates and investors understand technology trends, competitive landscapes, and deal activity.

Tools Cross-cutting Platforms, Talent & Financing

Circle Square is a corporate finance recruitment and executive search firm focused on M&A and related front‑office roles rather than a software platform.

Tools Due Diligence

Claira is an agentic deal management platform for private markets, automating deal capture, document extraction, and analysis for investment teams.

Tools Due Diligence

CodeDD is an AI-native code auditing platform that provides deal teams with deep, explainable insights into software assets, reducing time and risk in technical due diligence.

Tools Market Intelligence & Data

An AI-driven company data and market intelligence platform for M&A screening, deal sourcing and valuation benchmarking.

Tools Due Diligence

Concord is an end-to-end contract lifecycle management platform offering unlimited documents and e-signatures on every plan, built for rapid deployment.

Tools Market Intelligence & Data

Coresignal provides large-scale public web data on companies, professionals and jobs, giving deal teams and data products an AI‑ready source for screening, tracking and modeling market participants.

Tools Cross-cutting Platforms, Talent & Financing

Corporate Finance Institute (CFI)

CFI is an online training and certification platform that helps finance professionals and teams build practical skills in corporate finance, M&A, valuation, FP&A and analytics through structured programs and hands‑on case studies.

Tools Market Intelligence & Data

Crunchbase is a predictive company intelligence database tracking 4M+ companies, funding rounds, investors, and acquisitions.

Tools Cross-cutting Platforms, Talent & Financing

Cyndx is a purpose-built AI platform for dealmakers, combining deal sourcing, investor discovery, valuation and AI-generated research so M&A and capital-raising teams can uncover and analyze opportunities faster.

Tools Market Intelligence & Data

Datarade is a B2B data marketplace and commerce platform that connects data buyers and providers globally, with a particular focus on high-quality datasets for AI training, analytics and market intelligence.

Tools Market Intelligence & Data

Dealroom.co is a startup and VC intelligence platform that uses advanced data science and real-time tracking to help investors, corporates and governments understand innovation ecosystems and identify promising companies for investment and acquisition.

Tools Due Diligence

DealSage is a deal intelligence platform that structures CIM data, benchmarks deals against historical repositories, and generates investment memos.

Tools Due Diligence

Diligent (goDiligent.ai)

Diligent provides AI agents that automate manual KYC and AML workflows—risk reviews, screening and document checks—so compliance teams can process more customers faster while improving consistency and auditability.

Tools Due Diligence

DocuSign is the global leader in electronic signatures and Intelligent Agreement Management (IAM), automating the agreement lifecycle from preparation through AI-powered analysis.

Tools Market Intelligence & Data

Domo is a cloud-native data platform that helps organizations connect, govern and activate their data with dashboards, data apps and AI agents, including use cases in M&A analytics and portfolio monitoring.

Tools Cross-cutting Platforms, Talent & Financing

Dynamo is an AI-powered alternative investment management platform serving 1,000+ clients managing $10T+ in AUM, covering front-to-back-office needs.

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