Modern dealmakers require a solid personal network, sharp senses and the appropriate tools. The best software for deal makers optimizes workflows and improves the management of tasks while enhancing data security. This allows dealmakers to close more sales and achieve higher returns.
A good M&A platform will include central project management tools for collaboration, communication and project management as well as robust integration APIs to streamline and improve the use of niche tools. This allows for more efficient M&A and reduces the risk of multiple sites handling the data, which can lead to more security risks and the repetition of work. One example is Sourcescrub, which is an AI-powered deal sourcing software that gives private equity and investing professionals an extensive view of private markets of 15 million companies and view it more than 150,000 sources. The solution offers augmented analytics, real-time target alerts in real-time, relationship intelligence custom scores and pre-built CRM integrations.
Another M&A software to consider is Grata that allows for a more in-depth due diligence process by analyzing billions of datapoints, identifying potential financial risk factors and conflicts with existing portfolio companies. It also assists dealmakers in making more informed decisions by providing information and insights into investments, industries, and company valuations to help inform their decisions. It also creates custom prospect lists.
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 technological stack. This is the reason Mat and Rebecca selected HelloSign, an eSignature platform that provides the highest level of security and trust while integrating into the DealMaker software to provide an effortless signing experience for their clients.
