Modern dealmakers require a strong personal network, sharp wits and the appropriate tools. The best software for deal makers optimizes workflows and improves task management, while strengthening data security. Dealmakers are able to close more sales and make higher returns.

A reliable M&A technology platform will offer central project management tools, communication and https://boardroomonline.ne collaboration capabilities as well as robust API integration to improve the efficiency and effectiveness of tools that are niche. This allows for more efficient M&A and eliminates the risks of multiple sites handling the data, which can lead to increased security risks and more repetition of work. Sourcescrub is an example of a deal sourcing tool powered by AI that gives private equity professionals and investors a comprehensive overview of the private markets. It provides access to 15 million companies as well as 150,000+ sources and more. The solution offers augmented analytics and real-time target alerts in real time and custom relationship intelligence scores and integrated CRM features that are pre-built.

Grata is another M&A software worth considering. It allows for an even more thorough due diligence process through the analysis of billions of datapoints. It also uncovers potential risk factors for financial risk and conflicts with existing portfolios. Grata also helps dealmakers make more informed decision by providing information and insights on investing themes, industry valuations and valuations of companies.

When it comes to eSignatures which are an essential component of the M&A Process, it is crucial that the solution integrates seamlessly with the rest of the firm’s tech stack. Mat and Rebecca decided to go with HelloSign as an eSignature solution that provides top-tier security and confidence while seamlessly connecting to the DealMaker program to provide a seamless experience their customers.