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 Market Intelligence & Data

PitchBook is a leading private markets intelligence platform that underpins deal sourcing, diligence and portfolio analysis across VC, PE and corporate development teams.

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 Market Intelligence & Data

Preqin is a leading data and intelligence platform for alternative assets, acquired by BlackRock in March 2025 for $3.2B.

Tools Cross-cutting Platforms, Talent & Financing

Private Equity List

Private Equity List is a lightweight investor directory that complements heavier data platforms by giving founders and smaller dealmakers accessible visibility into the PE/VC landscape.

Tools Market Intelligence & Data

PrivSource is a lower middle market M&A deal sourcing platform. Buyers receive live deals matched to their investment mandate; sell-side advisors see exactly which vetted buyers are looking for their deal before they share it. No success fees.

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 Deal Management, CRM & Pipeline

Qmarkets (Q-Scout)

Q-scout by Qmarkets is an innovation and deal-scouting platform that applies AI to startup databases and helps corporate M&A and venturing teams build intelligent deal-flow pipelines.

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 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 Cross-cutting Platforms, Talent & Financing

Rogo is a finance-native AI platform helping bankers and investors automate research, due diligence, and document production through end-to-end agentic workflows.

Tools Market Intelligence & Data

S&P Global Market Intelligence

S&P Global Market Intelligence provides the data backbone and analytics for many M&A and investment workflows, primarily via its Capital IQ Pro platform, covering deal screening, valuation and risk analysis.

Tools Post-Merger Integration

LeanIX (now SAP LeanIX) is an enterprise architecture management platform that gives organizations a single source of truth for their IT landscape during technology transformation and post-merger integration.

Tools Cross-cutting Platforms, Talent & Financing

Savantiq combines deep expertise in private finance and advanced technologies into an end-to-end deal management platform purpose-built for M&A and private equity.

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 Post-Merger Integration

SDD Group’s Historia platform provides a structured way to retire legacy systems while preserving historical data for compliance and analysis during and after M&A.

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 Post-Merger Integration

Shibumi is an enterprise strategic portfolio management platform used by 70+ Fortune 1000 companies and all 10 top global advisory firms for M&A integration tracking.

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.

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