The modern dealmaker requires a personal network, sharp intuition and the appropriate tools. The most effective software for deal makers optimizes workflows, improves task management and enhances data security to aid dealmakers in closing more deals and earn better returns.
A good M&A platform should have central project management tools for communication and collaboration as well as strong integration APIs that can consolidate and enhance utilization of niche tools. This helps to improve the efficiency of M&A processes and reduces the possibility of multiple websites managing the same information which could lead to more security risks and duplicate work. Sourcescrub is an example of an online tool for deal sourcing powered by AI that provides private equity investors and professionals a comprehensive view on the private markets. It provides 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.
Another M&A software to consider is Grata which facilitates a more in-depth due diligence process by looking at billions of datapoints and identifying financial risk factors and conflicts with portfolio companies. It also assists dealmakers in making more informed decisions by providing information and information on topics of investment, industries, and company valuations to help inform their decisions. Grata also lets them create custom prospect lists.
When it is eSignature that is an essential component of the M&A process, it’s essential that the solution integrates seamlessly with the rest of a firm’s technology stack. Mat and Rebecca selected HelloSign as an eSignature solution that offers top-of-the line security and reliability while also being integrated into the DealMaker program to provide a seamless experience their customers.
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