The modern dealmaker needs a solid personal network, sharp insight and the right tools. The most effective software for deal makers optimizes workflows and improves task management, while enhancing the security of data. This allows dealmakers to close more deals and get higher returns.
A reliable M&A platform should have central project management tools for collaboration and communication as well as strong integration APIs to consolidate and enhance use of tools that are niche. This makes it easier to conduct more efficient M&A and reduces the risk of multiple sites handling the data which could lead to greater security risks and a repetition of work. An example of this is Sourcescrub that provides an AI-powered deal sourcing tool that provides investors and private equity professionals a complete view of the private markets sourced from 15 million companies and 150,000+ sources. The tool provides augmented analytics with real-time target alerts sites that are in real-time and custom relationship intelligence scores and integrated CRM features that are pre-built.
Grata is a different M&A software worth looking into. It facilitates greater due diligence by analyzing billions of data points. It also helps identify potential financial risk factors as well as conflicts with existing portfolios. Grata also helps dealmakers make more informed decision by providing information and insights on the investment themes, valuations of industries and valuations of companies.
When it is eSignature that is an important feature in the M&A process, it’s vital that a solution integrates seamlessly with the rest of a firm’s technology stack. Mat and Rebecca chose HelloSign as an eSignature solution that offers top of the line security and confidence while seamlessly it is integrated into the DealMaker program to provide a seamless experience for their clients.