FactSet
Integrated financial data, analytics and screening workstation
4.4Enterprise / CustomBest for Deal teams wanting one integrated data workstation
Market Data Analytics Enterprise
Overview
FactSet is an all-in-one financial data and analytics workstation spanning 800+ data sources, with dedicated private-capital workflows covering private company data, deal screening and portfolio analytics. It is a common Bloomberg alternative in M&A and PE settings, with strong Excel integration and an expanding AI research assistant.
Key features
- Public and private company data with screening
- M&A, ownership and deal databases
- Excel add-in and model refresh tools
- Portfolio analytics and risk
- AI-powered research assistant (FactSet Mercury)
- Data feeds and APIs
Pros
- Cheaper than Bloomberg for most research seats
- Excellent Excel integration for banker-style workflows
- Consolidates screening, comps and analytics in one place
Cons
- Custom pricing is opaque and modules add up
- Private-market depth trails PitchBook/Preqin specialists