Best M&A Software For Deal Makers

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The modern dealmaker needs a solid personal network, sharp intuition and the appropriate tools. The most efficient software for deal makers improves workflows and task management, while strengthening data security. This helps dealmakers close more sales and make higher returns.

A reliable M&A platform will include central project management tools for communication and collaboration along with robust integration APIs that can consolidate and increase the utilization of niche tools. This allows for more efficient M&A processes and eliminates the risk of multiple sites handling the same information, which can lead to a higher chance of security risks and the possibility of duplicate work. An example of this is Sourcescrub that provides an AI-powered deal sourcing tool that provides private equity and investing professionals an extensive view of private markets sourced from 15 million companies and more than 150,000 sources. The tool offers augmented analytics as well as real-time target alerts in real time, relationship intelligence custom scores and built-in CRM integrations.

Another M&A software to consider is Grata which allows for an extensive due diligence process through looking at billions of datapoints and identifying risk factors for financial risks and conflicts with existing portfolio companies. It also assists dealmakers to make better decisions by providing data and insight on investment themes, industry valuations and company valuations.

When it is about eSignature, which is an important feature in the M&A process, it’s critical that the solution integrates seamlessly into the rest of the firm’s technology stack. This is the reason Mat and Rebecca have chosen HelloSign as an eSignature platform that offers top-of-the-line security and trust while being integrated into the DealMaker software to offer a seamless signing experience for their clients.