Modern dealmakers need a strong personal network, sharp intuition and the appropriate tools. The most effective software for dealmakers improves workflows and task management. It also increases the security of data to assist dealmakers to close more deals and earn higher returns.
A reliable M&A platform should have central project management tools for collaboration, communication and project management along with robust integration APIs that consolidate and make use of niche tools. This facilitates more efficient M&A and reduces the risk of multiple sites handling the information which can result in increased security risks and more repetition of work. One example is Sourcescrub, which provides an AI-powered deal sourcing software that gives investors and private equity professionals a complete view of the private markets, spanning 15 million companies and 150,000+ sources. The software offers augmented analysis, real-time target alerts in real-time as well as custom-made relationship intelligence scores and built-in CRM integrations.
Another M&A software worth looking into is Grata which facilitates a more extensive due diligence process through analysing billions of data points, identifying financial risk factors and conflicts with existing portfolio companies. Grata also helps dealmakers make better decisions by providing data and information on topics in investment, industry valuations and valuations of companies.
When it comes to eSignatures which are a key feature in the M&A Process, it’s vital that the software integrates seamlessly with the rest of the firm’s tech stack. Mat and Rebecca have chosen HelloSign as an eSignature solution that provides top-tier security and trust, while also being integrated into the DealMaker program to offer a seamless experience to their clients.