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 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 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 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 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 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 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 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 Strategy & Deal Sourcing

MADiscover is an AI-powered M&A screening solution that translates strategic rationales into dynamic landscapes for data-driven searches of strategic partners and M&A targets, supporting corporate development teams.

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 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 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 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 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 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.

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