Modern dealmakers require a robust personal network, sharp senses and the right tools. The best software for dealmakers optimizes workflows and task management. It also increases the security of data to help dealmakers close more Full Article deals and earn higher returns.
A good M&A technology platform should provide centralized project management tools that allow collaboration, communication and project management as well as strong API integration to make it easier to integrate and enhance the use of tools that are niche. This allows for more efficient M&A processes and reduces the risk of having multiple sites handling the same information, which can lead to greater security risks and the possibility of duplicate work. An example of this is Sourcescrub that provides an AI-powered deal sourcing tool that gives private equity and investing professionals an entire view of private markets from 15 million companies and 150,000+ sources. The tool offers augmented analytics and 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 a more thorough due diligence process analyzing billions of datapoints, identifying risk factors for financial risks and conflicts with portfolio companies. Grata also helps dealmakers make better informed decisions by providing data and information on investing themes, industry valuations and company valuations.
When it comes to eSignatures, an essential component of the M&A Process, it is critical that the solution integrates seamlessly with the rest of the firm’s tech stack. Mat and Rebecca selected HelloSign as an eSignature solution that offers top-of-the-line security and confidence while seamlessly it is integrated into the DealMaker program to offer a seamless experience to their customers.
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