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

Datarails FinanceOS is the governed, Excel-native AI Finance Operating System that consolidates financial data into one source of truth, encodes each company‘s own business logic, and gives every forecast, report, and AI output a trusted, audit-ready foundation.

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 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 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 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 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 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 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 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.