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

Private market intelligence platform delivering investment-grade data on private companies, investors and deals for dealmakers.

Tools Market Intelligence & Data

Grasp is an AI Analyst platform that automates end-to-end financial research tasks for deal teams, from scanning millions of sources to building longlists and slides.

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 Market Intelligence & Data

Inex One is an expert network and survey marketplace that lets deal and strategy teams run all their expert calls and surveys in one AI‑enabled platform, reducing cost and admin while improving insight capture.

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 Market Intelligence & Data

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

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.

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 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 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 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 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 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 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 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.

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%.

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.

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