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

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 Deal Management, CRM & Pipeline

RIA Catalyst is an AI-powered M&A intelligence platform purpose-built for RIA acquisitions, providing 15,000+ firm profiles and AI acquisition scoring.

Tools Deal Management, CRM & Pipeline

Sc0red is an AI-powered M&A target sourcing platform letting deal professionals digitize their investment thesis and apply it at scale across 68M+ companies.

Tools Deal Management, CRM & Pipeline

Scend is an agentic financial search platform providing ground-truth intelligence on companies, people, and deals across private markets.

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 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 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 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 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 Deal Management, CRM & Pipeline

Tiger Team M&A builds M&AOP, the AI operating platform for M&A. Corporate development and private equity teams use it to build strategy and optimize outcomes across the M&A lifecycle.

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 Virtual Data Rooms & Transaction Security

Virtual Vaults is an all-in-one platform for dealmakers that covers deal preparation, data room execution and secure archiving, with fixed, transparent pricing and a strong presence in the Benelux market.

Tools Deal Management, CRM & Pipeline

Wrike is a collaborative work management platform serving 20,000+ organizations across 140 countries, offering AI-powered automation and 400+ integrations.

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