The modern dealmaker requires a strong personal network, sharp insight and the right tools. The most effective software for deal makers streamlines workflows and improves the management of tasks while enhancing data security. Dealmakers can close more sales and make higher returns.
A good M&A technology platform will offer central project management tools, communication and collaboration capabilities along with strong API integration to consolidate and enhance the use of tools that are niche. This allows for more efficient M&A processes and reduces the risk of multiple sites processing the same data, which could lead to greater security risks and duplicate work. Sourcescrub is an example of a deal sourcing tool powered by AI that gives private equity investors and professionals a comprehensive view on the private markets. It has access to 15 million companies plus 150,000+ sources and more. The tool provides augmented analytics, real time target alerts as well as custom relationship scores and pre-built integrations with CRM.
Another M&A software worth looking into is Grata which allows for a more thorough due diligence process analyzing billions of datapoints, identifying risk factors for financial risks and conflicts with existing portfolio companies. It also assists dealmakers to make better decisions by providing information and analysis on investing distribution of employee tasks themes, industry valuations and company valuations.
When it is eSignature that is an essential element in the M&A process, it’s essential that a solution seamlessly integrates into the rest of a firm’s technology stack. This is why Mat and Rebecca have chosen HelloSign which is an eSignature platform that provides top-of-the-line security and trust while integrating into the DealMaker software to provide a seamless signing experience for their customers.