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

DealSage is a deal intelligence platform that structures CIM data, benchmarks deals against historical repositories, and generates investment memos.

Tools Strategy & Deal Sourcing

DealStream is a global deal sourcing marketplace connecting 620,000+ members across 200 countries with business-for-sale, real estate, and financial asset listings.

Tools Strategy & Deal Sourcing

Dealsuite is a closed market network of vetted advisors, investors and strategic buyers, built around live mid-market mandates and combining algorithmic matching with AI-powered search across a large, active community in 60+ countries, with particularly strong coverage in Europe.

Tools Due Diligence

Diligent (goDiligent.ai)

Diligent provides AI agents that automate manual KYC and AML workflows—risk reviews, screening and document checks—so compliance teams can process more customers faster while improving consistency and auditability.

Tools Due Diligence

DocuSign is the global leader in electronic signatures and Intelligent Agreement Management (IAM), automating the agreement lifecycle from preparation through AI-powered analysis.

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 Strategy & Deal Sourcing

DUB – Deutsche Unternehmerbörse

DUB.de is Europe‘s leading platform for company succession that combines listings, expert content and advisory networks to help SMEs find successors, buyers and franchise opportunities.

Tools Due Diligence

AI-powered contract review software that extracts key provisions from large document sets to accelerate M&A due diligence.

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 Strategy & Deal Sourcing

Empire Flippers

Empire Flippers is a leading curated marketplace and M&A advisory for online businesses, combining strict vetting, deep digital expertise and full-service migrations for buyers and sellers globally.

Tools Strategy & Deal Sourcing

ENTRX is a successor-focused matching platform for German SME business succession.

Tools Strategy & Deal Sourcing

EquiMatch is an AI-native, success-fee-only origination partner that uses AI-driven research and personalised outreach to surface and contact off-market targets that match a buyer’s thesis.

Tools Due Diligence

F2 is an AI platform for private markets investors that transforms unstructured data room files into audit-ready financial analysis and IC-ready investment memos.

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 Due Diligence

filerskeepers is a legal-tech company that simplifies the complexities of building and maintaining a data retention schedule, helping organizations confidently determine how long to store data.

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 Strategy & Deal Sourcing

AI-led deal sourcing platform that surfaces validated, off-market acquisition targets for corporate development teams.

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 Strategy & Deal Sourcing

Inven is an AI-native research and company analysis platform that gives PE, banking and corporate M&A teams faster, more complete visibility into private markets, helping them complete company research and analysis 10x faster.

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.

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