The toolbox

Every function of the firm, one tool away

Pick a function of the business and see the best software of value for it — with editorial ratings, pricing and honest pros and cons. 59 tools across 16 categories.

9 tools

Deal Sourcing & Origination

Find and surface proprietary deal flow.

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15 tools

Data & Market Research

Company, market and private-company intelligence.

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6 tools

CRM & Relationship Management

Manage relationships, pipeline and intermediaries.

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9 tools

Outreach & Sales Engagement

Run outbound to founders and intermediaries.

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8 tools

Lead & Contact Data

Verified contacts for owners and operators.

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8 tools

Due Diligence

Commercial, financial and technical DD.

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7 tools

Virtual Data Rooms

Secure document sharing for deals.

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7 tools

Financial Modeling & Analysis

LBO models, returns and scenario analysis.

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10 tools

Fund Administration & Accounting

Back-office, NAV and fund accounting.

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8 tools

LP & Investor Relations

Investor portals, reporting and capital calls.

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10 tools

Portfolio Monitoring

Track portfolio company KPIs and performance.

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6 tools

Value Creation & Operations

Operational improvement across the portfolio.

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7 tools

Legal, Compliance & ESG

Entity management, compliance and ESG.

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2 tools

Cap Table & Equity Management

Ownership, waterfalls and equity plans.

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12 tools

Productivity & Collaboration

Docs, notes, knowledge and workflow.

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7 tools

AI Copilots & Automation

AI agents purpose-built for dealmaking.

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