The modern dealmaker requires a strong personal network, sharp insight and the right tools. The most efficient software for deal makers optimizes workflows and improves the management of tasks, while also enhancing the security of data. This allows dealmakers to close more sales and make better returns.

A good M&A platform should have central project management tools for communication and collaboration as well as robust integration APIs that can consolidate and increase the utilization of niche tools. This facilitates more efficient M&A processes and reduces the risk of having multiple sites processing the same data, which can lead to a higher chance of security issues and duplicate work. One example is Sourcescrub which offers an AI-powered deal sourcing software that gives private equity and investing professionals an extensive view Full Article of private markets, spanning 15 million companies and 150,000+ sources. The tool offers augmented analytics as well as real-time target alerts in real-time as well as custom-made relationship intelligence scores and built-in CRM integrations.

Another M&A software to think about is Grata, which allows for an deep due diligence by looking at billions of datapoints and identifying possible financial risk factors and conflicts with portfolio companies. Grata also assists dealmakers to make more informed decisions by providing data and information on investment themes, industries and company valuations to inform their decisions. They can also design custom prospect lists.

When it comes to eSignature, an essential element in the M&A process, it’s crucial that a solution seamlessly integrates with the rest of a firm’s technology stack. This is why Mat and Rebecca selected HelloSign, an eSignature platform that provides high-end security and trust while embedding into the DealMaker software to offer an effortless signing experience for their clients.