Directory / Tools

Tools

Software tools for acquisition research, outreach, and valuation

105 results

• 4D4DegreesRelationship intelligence and deal-flow CRM for private equity and venture firms.Tools
• ACAcquiraAcquisition entrepreneurship platform offering an SBA loan calculator and buyer resources.Tools
• AAAcquisition AIAcquisitionAI – AI Calling At ScaleTools
• ASAcquisition Stars LOI GeneratorGuided 5-step wizard that creates Letters of Intent for business acquisitions based on entered transaction details.Tools
• AAAdobe Acrobat SignEnterprise e-signature platform integrated with Adobe Acrobat for document execution.Tools
• AFAffinityRelationship intelligence CRM used by private capital firms to manage deal sourcing.Tools
• ALAlphaSenseAI-powered market intelligence search engine for investment and deal research.Tools
• ALAltviaCRM and reporting software built for private capital firms' deal and investor workflows.Tools
• ANAnsaradaAI-enabled virtual data room and deal management platform for M&A transactions.Tools
• APApollo.ioSales intelligence and engagement platform with a 210M+ contact database for prospecting.Tools
• AEArizona Escrow & FinancialEscrow company handling fund custody and closing coordination for business sales, franchise resales, and SBA-financed acquisitions.ToolsUnited States
• ASA Simple ModelProvider of free and premium financial modeling templates including LBO models.Tools
• AXAxialDeal-sourcing network connecting business brokers, private equity, and buyers around private M&A opportunities.BrokersMarketplacesTools
• BIBizEquityCloud-based platform delivering instant online business valuation estimates.Tools
• BIBizQuestOnline marketplace of more than 40,000 businesses and franchises for sale nationwide, owned by CoStar Group.MarketplacesTools
• BIBreaking Into Wall StreetFinancial modeling training service providing LBO and merger model templates and courses.Tools
• CACapLinkedSecure virtual data room used for M&A, asset sales, and fundraising transactions.Tools
• CACaptargetBDR-style outreach service generating qualified lower-middle-market acquisition opportunities.Tools
• CLCaseMark LOI GeneratorAI tool that analyzes transaction details and generates a professionally structured Letter of Intent for M&A deals in minutes.Tools
• CICB InsightsMarket intelligence platform tracking private company data, funding, and M&A activity.Tools
• CBCeltic BankFDIC-backed bank offering SBA 7(a) loans of $350K-$5M specifically structured for business acquisition financing.Tools
• CLClayData orchestration platform that enriches prospect lists by combining 100+ data providers.Tools
• CLClearbitData enrichment platform providing firmographic and contact data for prospecting.Tools
• CICobalt IntelligenceSecretary of State business verification API providing entity, filings, and officer data.Tools
• COCognismGlobal sales intelligence platform providing verified B2B contact data.Tools
• COComparables.aiAI-powered financial benchmarking platform covering public and private company comparables.Tools
• COCopperCRM platform built to integrate with Google Workspace for pipeline and relationship tracking.Tools
• COCorpDev.AiAI platform combining an intelligent agent and deep research tools to help corporate development teams identify and evaluate acquisition targets at scale.Tools
• CFCorporate Finance Institute (CFI)Online finance training platform offering LBO and acquisition financial modeling courses.Tools
• CYCyndxAI-driven deal-matching and capital markets platform for lower-middle-market dealmakers.Tools
• DMDakota MarketplaceResearch platform tracking institutional investors and private capital allocators.Tools
• DAData Axle (Reference Solutions)Business and consumer data platform used for direct company and owner searches.Tools
• DADatasiteVirtual data room platform for M&A due diligence with AI-assisted document review.Tools
• DADatasite AcquireBuy-side M&A data room product built specifically for acquirers to run financial due diligence and manage post-close workstreams.Tools
• DEDealCloudDeal, relationship, and firm management platform used by private equity and investment banks.Tools
• DEDealPotentialAI platform that forecasts and surfaces private company acquisition targets.Tools
• DEDealRoomM&A lifecycle platform combining data room, diligence checklists, and deal project management.Tools
• DEDealStreamDeal-sourcing platform connecting entrepreneurs and investors with businesses, franchises, and real estate for sale.MarketplacesTools
• DIDigifyUser-friendly virtual data room platform for small and mid-sized business transactions.Tools
• DODocuSignE-signature and agreement platform used to execute LOIs and purchase agreements.Tools
• DRDroomsEuropean virtual data room provider for securely sharing confidential documents during M&A due diligence and fundraising.Tools
• DSDropbox SignE-signature tool (formerly HelloSign) used for signing deal and closing documents.Tools
• DSDynamo SoftwareCRM and fund administration software for private equity, VC, and alternative investment managers.Tools
• EFeFinancialModelsMarketplace of downloadable financial model templates, including LBO and acquisition models.Tools
• ELEloquensMarketplace for business templates including leveraged buyout and acquisition financial models.Tools
• EFEmpire Flippers Valuation ToolHow Much Is Your Online Business WorthTools
• EQEquidamOnline business valuation platform combining multiple methodologies for startups and SMEs.Tools
• FEFinancial Edge TrainingFinancial training provider offering a free downloadable LBO model template.Tools
• FIFindymailEmail finding and verification tool for cold outreach prospecting.Tools
• FIFinsider.aiAI platform automating quality-of-earnings reports for M&A financial due diligence.Tools
• FIFirmexSecure virtual data room provider for online due diligence and deal file-sharing.Tools
• FIFirmRoomVirtual data room provider designed for lean M&A deal teams.Tools
• GRGrataAI-driven private company search engine for finding lower-middle-market acquisition targets.Tools
• GRGrowthFactorM&A pipeline management software for tracking acquisition deal flow.Tools
• HAHarveyAI legal platform used by law firms for M&A due diligence document review.Tools
• IBIBISWorldIndustry market research provider covering thousands of industries with financial benchmarks.Tools
• IViDeals VDRVirtual data room platform built specifically for M&A due diligence transactions.Tools
• INInstantly.aiCold email outreach platform offering unlimited inboxes and warm-up for scaling outbound.Tools
• INIntralinksSecure virtual data room platform built for M&A due diligence and complex transactions.Tools
• INInvenAI platform that indexes 28M+ private companies to automate acquisition target research and market mapping for M&A deal sourcing.Tools
• IRIroncladContract lifecycle management platform with AI-assisted contract review and workflow.Tools
• KSKira SystemsAI contract analysis software used for M&A due diligence clause and risk extraction.Tools
• KRKrollGlobal advisory firm providing valuation and financial due-diligence services for M&A.Tools
• LELemlistCold outreach platform for personalized multichannel email and LinkedIn sequences.Tools
• LELendioSmall business lending marketplace with an SBA loan payment calculator.Tools
• LULuminanceLegal AI platform specializing in contract review and due diligence document analysis.Tools
• LULushaB2B contact and company data platform for prospecting and enrichment.Tools
• MAMacabacusFinancial modeling toolkit and template library including LBO model templates for Excel.Tools
• MEMergrM&A database tracking private equity firms, deals, and acquisition activity.Tools
• MIMidStreetBusiness brokerage helping owners sell companies in the $1M-$20M range.Tools
• ONOnehubVirtual data room and file-sharing platform used for due diligence document management.Tools
• OMOrbis (Moody's / Bureau van Dijk)Global private company information database covering financials and ownership structures.Tools
• OUOutreachSales engagement platform for managing multichannel outbound prospecting sequences.Tools
• PAPandaDocDocument workflow and e-signature platform for proposals, LOIs, and closing documents.Tools
• PAPapermarkOpen-source data room platform for sharing due diligence documents securely.Tools
• PEPeerSenseCommercial lending calculator platform for SBA, DSCR, and business acquisition deal modeling.Tools
• PIPitchBookInstitutional-grade platform for private and public market deal, fund, and company data.Tools
• PRPreqinAlternative assets data provider covering private equity funds, deals, and investors.Tools
• PRPrivCoPrivate company financial data and business intelligence platform.Tools
• PRPrivSourceAI-powered buyer discovery platform and private deal network built for lower middle-market M&A sourcing and outreach.Tools
• PRProjectionHubFinancial projection template platform including a dedicated search fund pro forma model.Tools
• PRPropStreamReal estate and business data platform offering skip tracing and owner contact lookups.Tools
• Q2Q2QAI-native outbound deal-sourcing service that books calls with off-market business owners.Tools
• RORogoAI analyst assistant used by dealmakers to build comps and analyze deal documents.Tools
• SASaleshandyCold email software with sequences, deliverability tools, and lead finder.Tools
• SASalesloftRevenue workflow platform for sales engagement and outbound cadence management.Tools
• SOSearcher OSDeal-sourcing and pipeline platform built for search fund and SMB acquisition entrepreneurs.Tools
• SHShareVaultVirtual data room provider offering secure document sharing for M&A due diligence.Tools
• SMSmartRoomVirtual data room provider enabling secure sharing and collaboration on sensitive documents during M&A transactions.Tools
• SCSMB CompassSmall business lender offering an SBA loan calculator for acquisition financing.Tools
• SOSomekaExcel template provider offering an LBO model template for valuation and deal modeling.Tools
• SOSourceCoData and AI-driven off-market outreach service matching buyers with acquisition targets.Tools
• SOSourceScrubDeal-sourcing platform surfacing bootstrapped, founder-owned companies from niche data sources.Tools
• SCS&P Capital IQFinancial data and research platform used for company research and valuation comps.Tools
• SASRS AcquiomM&A escrow and paying agent platform that holds and disburses transaction funds and manages shareholder payments for business sale closings.Tools
• UPUpmetricsAI-powered business planning platform that generates business plans, financial forecasts, and investor pitch decks from one workspace.Tools
• V7V7AI platform automating CIM review and due diligence document extraction for deal teams.Tools
• VAValuAdderBusiness valuation software used by CPAs, brokers, and advisors since 2004.Tools
• VAValuSourceBusiness valuation and damages-calculation software with data and report-writing tools.Tools
• VAValuticoEnterprise-grade business valuation software offering 15+ valuation methods with global market data.Tools
• VEVeridionPrivate company data platform providing firmographic intelligence for deal sourcing.Tools
• WSWall Street PrepFinancial modeling training provider offering LBO and M&A modeling courses and templates.Tools
• WAWindsor AdvantageOutsourced SBA 7(a) and USDA lending platform that powers banks and credit unions originating acquisition loans, having processed $5.9B+ since 2010.Tools
• WOWoodpeckerCold email tool focused on deliverability with condition-based automated campaigns.Tools
• ZOZoomInfoB2B contact and company intelligence platform with consumption-based data enrichment.Tools