Modern dealmakers require a solid personal network, sharp intuition and the appropriate tools. The best software for deal makers improves workflows and the management of tasks, while also enhancing the security of data. This helps dealmakers close more sales and achieve higher returns.
A good M&A technology platform will offer centralized project management tools, communication and collaboration capabilities and an API integration that is robust to consolidate and enhance the use of tools that are niche. This allows for more efficient M&A and eliminates the https://boardroomonline.net/deal-room-for-companies-future-environment risks of multiple sites handling the data which can result in increased security risks and more duplication of work. Sourcescrub is an example of an online tool for deal sourcing powered by AI that gives private equity investors and professionals a comprehensive overview of the private markets. It has access to 15 million companies with 150,000+ sources, and more. The tool offers augmented analytics as well as real-time target alerts as well as custom relationship scores and pre-built integrations with CRM.
Grata is another M&A software that is worth looking into. It facilitates an even more thorough due diligence process by analyzing billions of datapoints. It also helps identify potential financial risk factors as well as conflicts with existing portfolios. Grata also assists dealmakers to make more informed decisions by providing information and insights on investment themes, industries and company valuations to inform their decisions. Grata also lets them create custom prospect lists.
When it concerns eSignatures, an important feature in the M&A process, it’s vital that a solution integrates seamlessly into the rest of a firm’s technology stack. Mat and Rebecca decided to go with HelloSign as an eSignature solution that offers top-of-the line security and trust while being integrated into the DealMaker program to provide a seamless experience their clients.
