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 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 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 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

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 Due Diligence

Rapid7 is a global cybersecurity vendor whose Command Platform unifies vulnerability management, detection and response, and exposure management — capabilities relevant to cyber due diligence on M&A targets.

Tools Post-Merger Integration

LeanIX (now SAP LeanIX) is an enterprise architecture management platform that gives organizations a single source of truth for their IT landscape during technology transformation and post-merger integration.

Tools Post-Merger Integration

SDD Group’s Historia platform provides a structured way to retire legacy systems while preserving historical data for compliance and analysis during and after M&A.

Tools Due Diligence

Sema gives investors and acquirers a structured view of software assets across the deal lifecycle, combining code-level due diligence scans with AI-built executive reports on AI defensibility and strategy execution.

Tools Post-Merger Integration

Shibumi is an enterprise strategic portfolio management platform used by 70+ Fortune 1000 companies and all 10 top global advisory firms for M&A integration tracking.

Tools Due Diligence

Shortcut.ai is an AI Excel agent automating complex financial modeling, including LBOs, DCFs, and three-statement models, with industry-leading accuracy.

Tools Post-Merger Integration

Smartsheet is a flexible work management platform that integration and deal teams co-opt for M&A tracking when dedicated M&A tools are not in place.

Tools Due Diligence

SMASHDOCs is a German web-based document collaboration platform with patented change tracking, used by lawyers and dealmakers to draft and negotiate transaction documents.

Tools Post-Merger Integration

SNP Group is a global technology provider specializing in SAP data transformations, carve-outs and ERP restructuring initiatives.Through its Kyano platform, SNP enables organizations to execute carve-outs, reorganizations, mergers and system consolidations quickly and securely.

Tools Due Diligence

top.legal is a German AI-native contract lifecycle management platform for creating, negotiating, signing and analyzing contracts.

Tools Due Diligence

TotlIQ is an AI-powered due diligence platform for private markets, letting investment teams upload an entire virtual data room and query it on demand.

Tools Due Diligence

Tower is an AI-powered due diligence management platform centralizing collection, organization, and review of deal documents for law firms and deal teams.

Tools Due Diligence

TuringText (Turing Technologies GmbH)

TuringText is a German audit and due diligence firm that combines licensed auditing expertise with its own AI audit software to deliver statutory audits and financial and tax due diligence faster.

Tools Due Diligence

vencortex, Inc (DeOS - Decision Optimization System)

Vencortex's Decision Optimization System (DeOS) empowers private equity, asset managers, and enterprise executives to generate repeatable alpha and maximize shareholder value by fusing hybrid intelligence with advanced causal modeling.

Tools Due Diligence

Vitelis is the Pushbutton Due Diligence platform that delivers consulting-grade, external-first diligence and quantified value-creation opportunities in hours instead of weeks.

Tools Due Diligence

Wokelo is an agentic AI platform for investment research and commercial due diligence, automating workflows from sector analysis to formatted PowerPoint deliverables.

Tools Due Diligence

Workday Contract Intelligence (formerly Evisort)

Workday Contract Intelligence is an AI-native contract lifecycle management product, originally built by Evisort — founded in 2016 by a team from Harvard Law School and MIT — and acquired by Workday in 2024. Uses proprietary AI to automatically extract, analyze, and manage contract data at scale.

1
2
3