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 Virtual Data Rooms & Transaction Security

Progress Sharefile

Progress ShareFile Virtual Data Room is a secure file sharing and virtual data room platform for M&A due diligence, fundraising, audits, litigation, and other confidential business processes, with granular permissions, dynamic watermarking, real-time audit trails, and built-in Folder Q&A workflows.

Tools Strategy & Deal Sourcing

The best DACH company data worldwide and the most precise longlisting on the market. ProxDeal is the new generation of company database: 7M+ companies with 100+ parameters each, financials even for non-disclosing companies, shareholder trees down to UBOs, succession signals, and AI longlists in under 5 minutes, accessible via platform, API, and MCP.

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 Virtual Data Rooms & Transaction Security

Revver is a cloud document management and workflow automation platform (rebranded from eFileCabinet in 2023) that helps SMB and mid‑market teams capture, organize, secure, and automate document‑dependent work, using structured repositories, no‑code workflows, and AI‑powered data extraction to turn file storage into governed, repeatable processes.

Tools Virtual Data Rooms & Transaction Security

SecureDocs (an Onit product)

SecureDocs is a simple, flat-fee virtual data room for securely storing and sharing sensitive business documents during M&A due diligence, fundraising, and other confidential deal workflows.

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 Virtual Data Rooms & Transaction Security

ShareVault is a virtual data room and secure document sharing platform with strong security controls, used across life sciences and M&A due diligence.

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 Virtual Data Rooms & Transaction Security

SmartRoom is a virtual data room platform for securely managing M&A due diligence, restructuring, and other high-stakes financial transactions, built by BMC Group with a strong footing in investment banking and restructuring workflows.

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 Strategy & Deal Sourcing

SourceCo is a US buy-side deal sourcing firm that uses AI to surface off-market, founder-led acquisition targets and connect them with vetted buyers.

Tools Strategy & Deal Sourcing

Sourcescrub is a sources-first, AI-powered deal sourcing platform that connects millions of private companies to 290k+ proprietary sources, enabling investors and deal teams to systematically discover, score and engage high-fit targets.

Tools Virtual Data Rooms & Transaction Security

SS&C Intralinks

SS&C Intralinks is an enterprise-grade virtual data room and deal management platform that supports the full transaction life cycle through secure document collaboration and AI-assisted deal workflows.

Tools Strategy & Deal Sourcing

Stabwechsel is a specialised succession platform that reverses the traditional marketplace model by presenting vetting successors instead of companies for sale, supported by a network of M&A coaches.

Tools Virtual Data Rooms & Transaction Security

Sterling is a premium, AI-enabled VDR provider focused on high-stakes M&A and capital market transactions, blending advanced document security, intelligent workflows and around-the-clock expert support.

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 Strategy & Deal Sourcing

transact.digital

transact.digital is an AI-powered private-market intelligence and sourcing platform combining curated data and AI-agents to support M&A and strategic decisions.

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 Strategy & Deal Sourcing

Valu8 by Grata is a leading European private-market intelligence platform now integrated into Grata's global private markets platform, providing deep financial and ownership data to accelerate sourcing, screening and analysis of European and global private companies. Products includes login platform, API, MCP and agentic solutions.

Tools Virtual Data Rooms & Transaction Security

Vault Rooms by CoolLife.io

Vault Rooms by CoolLife.io enables organizations to easily secure, manage confidential transactions from initial engagement through post-closing document retention. The platform supports mergers and acquisitions, capital raising, due diligence, legal matters, audits, board governance, and other secure collaboration requirements.

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 Strategy & Deal Sourcing

Venture IQ offers AI-powered software and research services that help corporate and financial investors discover, evaluate and collaborate on more relevant targets across innovation and M&A themes, faster.

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