Modern dealmakers require a robust personal network, sharp intuition and the appropriate tools. The most effective software for dealmakers optimizes workflows improves task management, and strengthens the security of data to help dealmakers close more deals and make better returns.
A reliable M&A technology platform will offer central project management tools, communication and collaboration capabilities as well as strong API integration to improve the efficiency and effectiveness of niche tools. This allows for more efficient M&A processes and reduces the possibility of multiple websites dealing with the same information, which could lead to more security issues and duplicate work. An example of this is Sourcescrub, which is an AI-powered deal sourcing tool that offers professionals working in investing and private equity an entire view of private markets sourced from 15 million companies and more than 150,000 sources. The tool offers augmented analytics and real-time target alerts as well as custom relationship scores and pre-built integrations with CRM.
Grata is a different M&A software worth considering. It facilitates a deeper due diligence process through the analysis of billions of data points. It also identifies potential risk factors for financial risk as well as conflicts with existing portfolios. It also assists dealmakers in making more informed decisions by providing data and insights into investments, industries, and company valuations to help inform their decisions. Grata also lets them create custom prospect lists.
When it is about eSignature, which is an important feature in the M&A process, it’s essential that a solution seamlessly integrates with the rest of a firm’s technology stack. This is why Mat and Full Article Rebecca decided to go with HelloSign which is an eSignature platform that offers the highest level of security and trust while being integrated into the DealMaker software to offer an easy signing experience for their clients.