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

AlphaSense is a market intelligence and search platform that uses AI to help financial professionals extract insights from 10,000+ public and private sources.

Tools Due Diligence

Black Duck is an application security company whose open source audits and software composition analysis are a standard component of tech/code due diligence in M&A.

Tools Due Diligence

Claira is an agentic deal management platform for private markets, automating deal capture, document extraction, and analysis for investment teams.

Tools Due Diligence

CodeDD is an AI-native code auditing platform that provides deal teams with deep, explainable insights into software assets, reducing time and risk in technical due diligence.

Tools Due Diligence

Concord is an end-to-end contract lifecycle management platform offering unlimited documents and e-signatures on every plan, built for rapid deployment.

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 Due Diligence

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

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 Due Diligence

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

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 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 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 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.

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