Modern dealmakers need a strong personal network, sharp wits and the appropriate tools. The most effective software for deal makers improves workflows and task management. It also increases the security of data to aid dealmakers in closing more deals and achieve better returns.

A reliable M&A technology platform should provide central project management tools, communication and collaboration capabilities and robust API integration to simplify and improve the use of tools that are niche. This allows for more efficient M&A and eliminates the risk of multiple sites handling the information which could lead to greater security risks and a duplicate work. An example of this is Sourcescrub which offers an AI-powered deal sourcing tool that gives professionals working in investing and private equity an all-encompassing view of private markets of 15 million companies and 150,000+ sources. The tool provides augmented analytics with real-time target alerts as well as custom relationship scores and pre-built integrations with CRM.

Another M&A software worth considering is Grata, which facilitates a more in-depth due diligence process by boardroomonline.net/how-to-run-remote-board-meetings-effectively/ looking at billions of datapoints and identifying potential financial risk factors and conflicts with portfolio companies. It also assists dealmakers in making more informed decisions by providing data and information on the investment themes, industries and company valuations to inform their decisions and create customized prospect lists.

When it comes to eSignatures, an essential component of the M&A Process, it is crucial that the solution integrates seamlessly with the rest of the firm’s technological stack. Mat and Rebecca selected HelloSign as an eSignature solution that provides top-tier security and trust while it is integrated into the DealMaker program to give a seamless experience their customers.