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

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.

Tools Due Diligence

PerceiveNow is a model-agnostic AI Operating System that connects enterprise data platforms with frontier LLMs, enabling dealmakers to instantly build proprietary, lock-in-free due diligence assets and workflows.

Tools Due Diligence

PinpointAI is an AI financial due diligence platform automating the FDD workflow from data upload to branded PowerPoint report, cutting delivery time by up to 60%.

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 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 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 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 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 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 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 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.

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 Due Diligence

Vitelis is the Pushbutton Due Diligence platform that delivers consulting-grade, external-first diligence and quantified value-creation opportunities in hours instead of weeks.

Tools Due Diligence

Wokelo is an agentic AI platform for investment research and commercial due diligence, automating workflows from sector analysis to formatted PowerPoint deliverables.

Tools Due Diligence

Workday Contract Intelligence (formerly Evisort)

Workday Contract Intelligence is an AI-native contract lifecycle management product, originally built by Evisort — founded in 2016 by a team from Harvard Law School and MIT — and acquired by Workday in 2024. Uses proprietary AI to automatically extract, analyze, and manage contract data at scale.

1
2
3