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 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 Market Intelligence & Data

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

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 Market Intelligence & Data

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

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 Market Intelligence & Data

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

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 Valuation & Financial Analytics / BI

Datarails FinanceOS is the governed, Excel-native AI Finance Operating System that consolidates financial data into one source of truth, encodes each company‘s own business logic, and gives every forecast, report, and AI output a trusted, audit-ready foundation.

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 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 Market Intelligence & Data

EMIS is an emerging markets research platform combining industry, company, news and deals data so investors and corporates can assess opportunities and risks in high-growth markets with confidence in markets where reliable information is hard to access.

Tools Market Intelligence & Data

FactSet delivers comprehensive market, company, and transaction data with deep Excel and API integration for investment and M&A professionals. FactSet’s Marketplace is a curated hub of proprietary and third‑party datasets for investment, analytics and research teams, rather than an M&A software workflow tool.

Tools Valuation & Financial Analytics / BI

Full Stack Modeller

Full Stack Modeller is a specialist Excel and financial modelling training community that equips finance and M&A teams with consistent modelling standards, hands-on practice and accredited learning paths.

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 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 Market Intelligence & Data

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

Tools Valuation & Financial Analytics / BI

loyos is a SaaS provider specialising in business intelligence and reporting solutions for private equity and SMEs, helping companies make their data visible and actionable for data-driven decisions.

Tools Valuation & Financial Analytics / BI

LucaNet provides a CFO platform that consolidates financial data, planning and consolidation workflows, with AI agents and use cases that support M&A due diligence, scenario planning and post-merger reporting.

Tools Valuation & Financial Analytics / BI

mar:lean is a German technology-intelligence platform that combines technology analytics with market valuation to support IP-driven licensing, M&A and investment decisions.

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.

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