Modern dealmakers require a robust personal network, sharp intuition and the appropriate tools. The most efficient software for deal makers optimizes workflows and improves 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 platform should have central project management tools for communication and collaboration as well as robust integration APIs to streamline and increase the use of niche tools. This makes it easier to conduct more efficient M&A and reduces the risks of multiple sites handling the information, which can lead to increased security risks and more duplicate work. Sourcescrub is an example of a deal sourcing tool powered by AI that gives private equity professionals and investors a complete overview of the private markets. It is able to access 15 million companies, 150,000+ sources and more. The tool provides augmented analytics and real-time target alerts, custom relationship scores, and pre-built integrations with CRM.
Another M&A software to think about is Grata which allows for a more thorough due diligence process analyzing billions of datapoints, identifying possible financial risk factors and conflicts with existing portfolio companies. Grata also assists dealmakers to make more informed decisions by providing data and information on investment themes, industries and valuations of companies to guide their decisions. It also creates custom prospect lists.
When you’re dealing with eSignatures, one of the most important features in the M&A Process, it is vital that the software integrates seamlessly with the rest of the firm’s technological stack. Mat and Rebecca chose HelloSign as an eSignature solution that offers top-of-the line security and reliability while also integrating into the DealMaker program to offer a seamless experience to their clients.
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