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 Valuation & Financial Analytics / BI

Model ML is an AI-powered research and workflow automation platform for investment banking and PE, automating pitch decks, memos, and diligence packages.

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 Valuation & Financial Analytics / BI

MoneySoft is a long-established US provider of business valuation and M&A deal-analysis software for brokers, advisors, CPAs and buyers.

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 Valuation & Financial Analytics / BI

PATEV provides IP-centric M&A intelligence, valuation and innovation analytics that help buyers and sellers understand technology leadership, IP value and related risks in transactions.

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 Valuation & Financial Analytics / BI

Planful provides the FP&A operating system for many acquisitive and PE-backed companies, with its Predict suite using AI/ML to improve data quality and forecasting, which supports M&A integration and portfolio planning.

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 Valuation & Financial Analytics / BI

QuikIRR is an Excel-first deal intelligence platform that automates financial model infrastructure, data cleaning, and investment-grade analysis from raw data room files.

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 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 Market Intelligence & Data

Tracxn is a publicly listed (NSE/BSE) private-market intelligence platform that helps investors and companies discover, monitor, and track startups and private companies worldwide - supporting deal sourcing, due diligence, and market mapping across 8M+ companies in 50+ countries.

Tools Valuation & Financial Analytics / BI

One-time-purchase desktop software for standards-compliant small business valuation using asset, income and market approaches.

Tools Valuation & Financial Analytics / BI

Valutico is an AI-enabled valuation suite that combines a large M&A and trading-multiples database with smart, semi-automated workflows so practitioners can deliver defensible valuations far faster than with spreadsheets.

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