The modern dealmaker needs a solid personal network, a sharp sense and the appropriate tools. The most effective software for dealmakers optimizes workflows and task management. It also enhances data security to assist dealmakers to close more deals and achieve better returns.
A good M&A technology platform will offer centralized project management tools as well as collaboration and communication capabilities and strong API integration to consolidate and enhance the use of tools that are niche. This helps to improve the efficiency of M&A processes and reduces the possibility of multiple websites handling the same information, which could result in a higher chance of security issues and duplicate work. An example of this is Sourcescrub that provides an AI-powered deal sourcing tool that gives private equity and investing professionals an all-encompassing view of private markets from 15 million companies and more than 150,000 sources. The tool provides augmented analytics and real-time target alerts, custom relationship scores, and pre-built integrations with CRM.
Grata is another M&A sites software worth a look. It allows for an even more thorough due diligence process by analyzing billions of data points. It also uncovers potential financial risk factors and conflicts with existing portfolios. Grata also assists dealmakers to make more informed decisions by providing data and information on topics of investment, industries, and company valuations to help inform their decisions and create customized prospect lists.
When it comes to eSignature, an essential component of the M&A process, it’s essential that a solution is integrated seamlessly into the rest of the firm’s technology stack. This is why Mat and Rebecca chose HelloSign, an eSignature platform that provides top-of-the-line security and trust while being integrated into the DealMaker software to provide a seamless signing experience for their customers.