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 Cross-cutting Platforms, Talent & Financing

Fintalo is an AI-native, end-to-end operating system for M&A deals that connects advisors, investors, and companies in a single digital workspace. Effectively acting as your AI Analyst on every deal.

Tools Cross-cutting Platforms, Talent & Financing

Flippa is an AI‑enabled exit platform where founders of online businesses get data‑backed valuations, global buyer reach and broker plus AI support to run a full exit process from valuation to close.

Tools Due Diligence

Hebbia is an AI research and reasoning platform using an 'agent swarm' architecture to process massive document libraries for finance and legal teams.

Tools Post-Merger Integration

HumanaQ (HumanaQ SL, HumanaQ)

HumanaQ quantifies behavioral and leadership execution risk in M&A — cultural due diligence that links people risk to synergy targets and delivery.

Tools Due Diligence

Keye is an AI-powered due diligence platform built for private equity, automating financial data analysis and cohort modeling from raw data rooms.

Tools Due Diligence

Kira is an AI-powered contract intelligence solution that helps legal teams analyze contracts with proven accuracy, flexible governance controls, and collaborative workflows for high-volume review. Its multi-layer AI combines GenAI with proprietary models to deliver 95% contract review accuracy. Backed by 30 years of legal expertise and a decade of AI innovation from Litera, Kira brings precision and reliability to contract analysis.

Tools Cross-cutting Platforms, Talent & Financing

Lawtech Group is a digital provider of scientifically based, automated investment systems in litigation funding, enabling cost-efficient, transparent access to justice through process cost investments.

Tools Due Diligence

Legalian.io is a KYC/AML compliance platform offering continuous, real-time monitoring of a client base, handling fragmented registers, extensive sanctions lists, and nested ownership structures in a single portal with a transparent data basis.

Germany with offices the US and the UK

Tools Cross-cutting Platforms, Talent & Financing

Leverest is the Private Capital Markets OS connecting PE investors, lenders, advisors, and corporates globally to manage leveraged buyouts, co-invest syndications, infrastructure financings, and refinancings end-to-end - from lender matching and term negotiation through documentation and portfolio monitoring.

Tools Due Diligence

Lexcel is the AI operating system for RWI and W&I underwriting, running specialty insurance workflows from submission to claims with underwriters and brokers on live M&A deal materials.

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 Cross-cutting Platforms, Talent & Financing

LoopNet is the #1 commercial real estate digital marketplace with 12M+ unique monthly visitors, a CoStar Group subsidiary since 2012.

Tools Cross-cutting Platforms, Talent & Financing

M&A Accelerator

IBM M&A Accelerator is an IBM Consulting offering that gives corporate development and integration teams a single, real-time view across the full M&A deal lifecycle, from pipeline through divestiture.

Tools Cross-cutting Platforms, Talent & Financing

M&A Deal Platform

M&A Deal Platform is UK-based software that gives accountants and advisory practices AI-assisted valuation, document drafting, and marketplace tools to deliver M&A and exit-planning services to SME clients.

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 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 Cross-cutting Platforms, Talent & Financing

Michael Page (PageGroup) is a global recruitment group whose Page Executive division provides executive search and leadership talent for PE-backed and M&A-active organizations.

Tools Cross-cutting Platforms, Talent & Financing

Midaxo is a purpose-built M&A platform that gives strategy, pipeline, diligence and integration teams a shared system of record, workflow and intelligence for repeatable, value-focused execution.

Tools Cross-cutting Platforms, Talent & Financing

Navima is an M&A execution and playbook platform that connects pipeline, projects, VDR, reporting and best-practice workflows so teams can increase deal flow, consistency and data-driven decision-making.

Tools Cross-cutting Platforms, Talent & Financing

Ontra automates critical private market workflows for 9 of the top 10 PEI-ranked firms.

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 Post-Merger Integration

People Impact Analytics® by NayaDaya Analytics, Inc.

Powered by AI and emotional & behavioral science, People Impact Analytics® predicts what drives success or failure in M&A processes - and tells what to do about it

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