An M&A software is a platform designed to help manage M&A processes and workflows. M&A software tools typically include features for each part of a deal’s lifecycle including pipeline, diligence, and integration management.
As stated above, there are many different M&A software providers out there. Some of them approach M&A in a traditional way, such as Intralinks and Merrill. Others, like DealRoom and FirmRoom, aim to modernize the way M&A platform is used. There is also a variety of ways M&A software charges customers, such as per page, monthly subscription, and flat-rate. Each one includes different offerings within their standard pricing.
Here is a list of well known M&A software providers:
M&A Software Solutions Overview
Quality M&A software provides customers with ways to improve their processes, whether that be through innovative features, easily accessible training and customer support, or fair pricing. The M&A process goes far beyond document storage and so should your M&A software provider. All M&A software providers should provide document, project, diligence, integration, and pipeline management.
A collaborative M&A platform that combines diligence, pipeline, and integration management with a traditional virtual data room.
A FinTech platform for secure document sharing and collaboration.
An end-to-end M&A software platform that supports all deal stages and helps teams work better together
A complete and secure cloud-based M&A software for corporate development and integration teams used by top companies around the world.
For corporate clients, EKNOW provides M&A Tools as a web-based, secure software-as-a-service.
Merrill DatasiteOne is an efficient and highly secure virtual data storage system and sharing platform.
What features are specific to M&A software tools?
List of features that have M&A software but does not have simple VDRs
Virtual Data Room and Due Diligence Management
Teams can safely upload, store, and share documents and files. They can also benefit from features such as bulk upload, built-in document view, smart search, and drag-and-drop.
Project leaders can manage all internal and external tasks using M&A software. M&A deal management software
makes it easy to set priorities, due dates, task roles, add attachments, and more.
When M&A software, users can track integration work streams and analytics, as well as plan for integration alongside due diligence using labels and dependencies.
Deal teams are able to access and manage all their deals on one deal flow software platform
. Pipelines give users a way to quickly see the overview and status of each deal they are working on.
Where M&A software platform is used
M&A Software is used across a wide variety of industries:
Initial document collection, due diligence, integration management, third party access, pipeline management
Initial document collection, due diligence, M&A pipeline management, and strategic decision making, internal team management
Fund reporting, investor portals, data storage, and investor and client communication
M&A, litigation, public finance, legal extranet, and procurement
Property exchange, an appraisal, facilitating a sale or purchase, and advisory services
Project development, venture management, environmental audit, and coordinating investment opportunities
Oil and Gas
Fundraising, environmental audits, communication with regulators, and joint ventures
Biotech and Pharmaceuticals
Fundraising, licensing, biotech, pharmaceutical, and clinical research diligence
M&A software benefits
Advanced M&A software can provide many benefits to your overall M&A process. Not only can M&A platform meet all your basic software needs, it can also streamline complicated workflows, speed up diligence, and enable real time collaboration.
Turn your inefficient process into a well organized procedure. Complete all investigation workflow, communication, and document management in one secure software, instead of across multiple software platforms with disconnected processes.
Secure Document Storage
Benefit from secure document storage including strict ID protocol, customizable allowances, two-factor authentication, data siloing in private cloud servers, encrypted data, and more.
Access analytics to make more informed deal decisions. Discover engagement buyers, which users viewed what documents and how often with advanced analytics.
Updates in Real Time
Stay current on room activity with real time updates. Because due diligence can go through the room, users no longer have to pass an Excel tracker back and forth and worry about version control.
Start a request comment thread, and if needed, approve comments before they are visible. Users can also tag and mention other users in the comments section and the tagged user will automatically be added as a request follower.
Export all analytics, activity, and data charts to a PDF or Excel with one click. The complete audit log can also be exported to Excel.
Choose from four levels of file permissions including view with a watermark, download with a watermark, download original, and edit. Permissions are set on a group level and can be adjusted by admins at any time.
Assign key roles such as assignee, follower, and reviewer, to members of your team. You can also set due dates, priorities, and statuses for each request.