# Best M&A Software

## How Many M&A Software Products Does G2 Track?

**Total Products under this Category:** 59

### Category Stats (Aug 2026)

- **Average Rating:** 4.68/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** DealRoom (+0.16%) - Among all products in this category, DealRoom recorded the largest rating increase compared to last month

_Last updated: August 31, 2026_

## How Does G2 Rank M&A Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 800+ Authentic Reviews
- 59+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for M&A Software
 ![G2 Grid® for M&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/m-a-software/grids.png?focus%5B%5D=41421&focus%5B%5D=1244127&focus%5B%5D=15003&focus%5B%5D=129711&focus%5B%5D=20943&focus%5B%5D=135813&focus%5B%5D=40992&focus%5B%5D=40993)

Highlighted products: Datasite Diligence, Intralinks DealCentre AI, CapLinked, Sourcescrub, DealRoom, Grata, Midaxo, and Devensoft.

Underlying data: [Grid® JSON](https://www.g2.com/categories/m-a-software/grids.json?focus%5B%5D=datasite-diligence&focus%5B%5D=intralinks-dealcentre-ai&focus%5B%5D=caplinked&focus%5B%5D=sourcescrub&focus%5B%5D=dealroom&focus%5B%5D=grata&focus%5B%5D=midaxo&focus%5B%5D=devensoft)

**Sponsored**

### Datasite Diligence

Datasite Diligence® is the trusted hub for conducting due diligence, offering advanced virtual data room technology and AI-powered deal intelligence to optimize every stage of deal-making. With Blueflame AI for secure interrogation of data room content and Datasite’s MCP for connecting your preferred AI tools directly to your deal environment, the platform delivers the speed, accuracy, and security that modern deals demand. With Datasite Diligence, you can accelerate deal closures and approach negotiations with confidence, freed from the administrative burden of due diligence. The Datasite platform streamlines the sell-side process, automating manual tasks involved in deal preparation. Upload and organize content effortlessly through simple drag-and-drop actions or direct email integration — or use Datasite’s MCP to connect Claude, ChatGPT, or Copilot directly to your deal room. Create projects, build industry-specific folder structures, upload and organize files, and manage user access, all from your preferred AI without leaving your existing workflow. Seamlessly manage request lists within the VDR and grant access to relevant documents for various workstreams. Set up workflows, roles, and categories swiftly with an integrated Q&A system. With Blueflame AI, draft responses to buyer questions grounded in your data room content — with cited sources — so your team reviews and approves instead of writing from scratch. Common Q&A can be elevated to FAQ for quick reference, with full Excel export. Enhance your redaction efforts with confidence using the platform's AI capabilities. Easily identify sensitive words or PII across the data room and efficiently mark or unmark text for redaction, with categorized reasons for each decision. Ensure accurate search results, regardless of document language, with the platform's OCR engine supporting 17+ languages — and go beyond keywords with AI-powered semantic search to surface exactly what you need, faster. Keep a close eye on engagement and behavior within the data room, even at the individual page level, with near real-time reporting, custom dashboards, and automated reporting schedules. Whatever your business, industry, purpose, or role, Datasite Diligence® combines the security of the world's most trusted deal environment with the AI capabilities your team already relies on — so every transaction moves faster, with greater confidence.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2055&secure%5Bchosen_at%5D=2026-08-31T21%3A45%3A13Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=41421&secure%5Bresource_id%5D=2055&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fm-a-software&secure%5Btoken%5D=1a395aed029710c3872d34b587cf424dc66f187bc8ca2d91c23565dc533b0b55&secure%5Burl%5D=https%3A%2F%2Fwww.datasite.com%2Fus%2Fen.html&secure%5Burl_type%5D=paid_promos)

### [Datasite Diligence](https://www.g2.com/products/datasite-diligence/reviews)

Datasite Diligence® is the trusted hub for conducting due diligence, offering advanced virtual data room technology and AI-powered deal intelligence to optimize every stage of deal-making. With Blueflame AI for secure interrogation of data room content and Datasite’s MCP for connecting your preferred AI tools directly to your deal environment, the platform delivers the speed, accuracy, and security that modern deals demand. With Datasite Diligence, you can accelerate deal closures and approach negotiations with confidence, freed from the administrative burden of due diligence. The Datasite platform streamlines the sell-side process, automating manual tasks involved in deal preparation. Upload and organize content effortlessly through simple drag-and-drop actions or direct email integration — or use Datasite’s MCP to connect Claude, ChatGPT, or Copilot directly to your deal room. Create projects, build industry-specific folder structures, upload and organize files, and manage user access, all from your preferred AI without leaving your existing workflow. Seamlessly manage request lists within the VDR and grant access to relevant documents for various workstreams. Set up workflows, roles, and categories swiftly with an integrated Q&A system. With Blueflame AI, draft responses to buyer questions grounded in your data room content — with cited sources — so your team reviews and approves instead of writing from scratch. Common Q&A can be elevated to FAQ for quick reference, with full Excel export. Enhance your redaction efforts with confidence using the platform's AI capabilities. Easily identify sensitive words or PII across the data room and efficiently mark or unmark text for redaction, with categorized reasons for each decision. Ensure accurate search results, regardless of document language, with the platform's OCR engine supporting 17+ languages — and go beyond keywords with AI-powered semantic search to surface exactly what you need, faster. Keep a close eye on engagement and behavior within the data room, even at the individual page level, with near real-time reporting, custom dashboards, and automated reporting schedules. Whatever your business, industry, purpose, or role, Datasite Diligence® combines the security of the world's most trusted deal environment with the AI capabilities your team already relies on — so every transaction moves faster, with greater confidence.

**Average Rating:** 4.4/5.0

**Total Reviews:** 419

#### How Do G2 Users Rate Datasite Diligence?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.5/10)
- **Project Management:** 7.6/10 (Category avg: 8.8/10)
- **Deal Sourcing:** 6.3/10 (Category avg: 8.4/10)
- **Task Management:** 7.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Datasite Diligence?

- **Seller:** [Datasite](https://www.g2.com/sellers/datasite)
- **Company Website:** datasite.com
- **Year Founded:** 1968
- **HQ Location:** Minneapolis, MN
- **Twitter:** @DatasiteGlobal  
5,328 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4359bb64dfad967ab9fe3c0c73dae9cf11852a330bf1ab273fe65cb4102e0dbd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdatasiteglobal%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,463 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Associate, Analyst
- **Top Industries:** Investment Banking, Financial Services
- **Company Size:** 36% Large, 29% Medium

#### What Do G2 Reviewers Say About Datasite Diligence?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Datasite Diligence, benefiting from its clear structure and navigation.
- Users value the **clear document organization** in Datasite Diligence, enhancing ease of use and efficiency for due diligence.
- Users appreciate the **intuitive interface and robust features** of Datasite Diligence, enhancing productivity and collaboration.
- Users praise the **user-friendly interface** of Datasite Diligence, highlighting its ease of navigation and efficient document access.
- Users appreciate the **intuitive navigation** of Datasite Diligence, making document management simple and efficient for everyone.

##### Cons

- Users find the pricing of Datasite Diligence to be **expensive** , especially when compared to smaller competitors' offerings.
- Users experience **slow performance with large file uploads** and feel the interface needs more customization options.
- Users experience **slow performance** when uploading large files, which hampers efficiency and usability during critical tasks.
- Users find the **learning difficulty** in Datasite Diligence challenging, particularly with advanced features and navigation for new users.
- Users find the **access control process laborious** , particularly when adding new users and managing permissions.

#### What Are Recent G2 Reviews of Datasite Diligence?

**["Secure, Well-Organized Document Management That Streamlines Due Diligence"](https://www.g2.com/survey_responses/datasite-diligence-review-12982371)**

**Rating:** 4.0/5.0 stars

_— Pranav K._

[Read full review](https://www.g2.com/survey_responses/datasite-diligence-review-12982371)

**["Superb, Secure VDR for Monthly Deals"](https://www.g2.com/survey_responses/datasite-diligence-review-13061395)**

**Rating:** 5.0/5.0 stars

_— Danielle C._

[Read full review](https://www.g2.com/survey_responses/datasite-diligence-review-13061395)

### [Intralinks DealCentre AI](https://www.g2.com/products/intralinks-dealcentre-ai/reviews)

DealCentre AI™ by SS&C Intralinks is the AI-powered platform that helps dealmakers move faster, work smarter and stay in control at every stage of the deal. Built for today’s high-stakes transactions, DealCentre AI simplifies the entire deal lifecycle, from preparation and marketing to diligence and closing. Whether you're launching a deal, managing hundreds of documents, or answering time-sensitive questions, DealCentre AI automates the manual work and delivers insights that help you make better decisions, faster. At the heart of the platform is Link, your built-in AI deal assistant. Ask Link to surface key information across thousands of documents, identify duplicative Q&A inquiries, or validate document readiness, all in seconds. With each deal, Link gets smarter, bringing even more clarity and speed to your process. With DealCentre AI, you can: - Launch and structure deals in minutes with self-service Deal Prep - Easily manage NDAs, outreach, and buyer engagement from one place - Streamline diligence with AI-powered Q&A and smart document tracking - Maintain document control and security with intuitive permission settings - Monitor activity and progress across all deals in a single dashboard DealCentre AI redefines how deals get done, removing friction, boosting productivity and helping teams close with confidence.

**Average Rating:** 4.6/5.0

**Total Reviews:** 82

#### How Do G2 Users Rate Intralinks DealCentre AI?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.5/10)
- **Task Management:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Intralinks DealCentre AI?

- **Seller:** [SS&C Intralinks](https://www.g2.com/sellers/ss-c-intralinks)
- **Company Website:** www.intralinks.com
- **Year Founded:** 1996
- **HQ Location:** New York, US
- **Twitter:** @Intralinks  
6,285 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac1612f90853e02874af4161acfebfc33310d0b4b75e6952de258e2722064492&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fintralinks&secure%5Burl_type%5D=linkedin_company_website)  
1,675 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyst
- **Top Industries:** Financial Services, Investment Banking
- **Company Size:** 43% Small, 29% Medium

#### What Are Recent G2 Reviews of Intralinks DealCentre AI?

**["Modern UI, Strong Support, and a Helpful Ask AI Feature"](https://www.g2.com/survey_responses/intralinks-dealcentre-ai-review-13134010)**

**Rating:** 5.0/5.0 stars

_— Michele T._

[Read full review](https://www.g2.com/survey_responses/intralinks-dealcentre-ai-review-13134010)

**["Intuitive AI Integration, Perfect for M&A Needs"](https://www.g2.com/survey_responses/intralinks-dealcentre-ai-review-13134453)**

**Rating:** 5.0/5.0 stars

_— Saverio.Filippo ._

[Read full review](https://www.g2.com/survey_responses/intralinks-dealcentre-ai-review-13134453)

### [CapLinked](https://www.g2.com/products/caplinked/reviews)

When sensitive documents decide the pace of a deal, CapLinked gives teams a secure virtual data room built to keep diligence moving. The platform helps organizations share confidential files, manage buyer and investor review, and run M&A, capital raises, asset sales, audits, and licensing workflows - without relying on scattered email threads or basic file storage. Teams can organize documents in guided workspaces, invite internal and external users, set permission-based access, apply dynamic watermarking and FileProtect digital rights management, search with OCR, manage integrated Q&A, and track document activity in real time. FileProtect keeps files under your control even after they are downloaded, with view-only access, print and download restrictions, file expiration, and instant access revocation. CapLinked meets SOC 2, ISO 27001, HIPAA/HITECH, PCI SAQ-D, and FISMA compliance standards, with bank-grade AES-256 encryption, and connects to Salesforce, Dropbox, Box, OneDrive, and Google Drive through an open API. It offers Team and Enterprise plans, concierge support, and training resources. Trusted across 75+ countries by nearly half of the Fortune 1000, CapLinked delivers on its promise as The Deal Room That Works. Visit caplinked.com.

**Average Rating:** 4.4/5.0

**Total Reviews:** 89

#### How Do G2 Users Rate CapLinked?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.5/10)

#### Who Is the Company Behind CapLinked?

- **Seller:** [CapLinked](https://www.g2.com/sellers/caplinked)
- **Company Website:** www.caplinked.com
- **Year Founded:** 2010
- **HQ Location:** Redondo Beach, CA
- **Twitter:** @CapLinked  
2,616 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c8a4053c50abaf16899ad6a86da4ddc439b27509bd008af090bdafa7f80bcac&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F739542%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Accounting
- **Company Size:** 64% Small, 26% Medium

#### What Are Recent G2 Reviews of CapLinked?

**["CapLinked Makes Secure Diligence Sharing and Document Tracking Effortless"](https://www.g2.com/survey_responses/caplinked-review-13265338)**

**Rating:** 5.0/5.0 stars

_— Sathvik B._

[Read full review](https://www.g2.com/survey_responses/caplinked-review-13265338)

**["A Secure and Organized Way to Share Sensitive Documents"](https://www.g2.com/survey_responses/caplinked-review-12685352)**

**Rating:** 4.0/5.0 stars

_— Ijeoma M._

[Read full review](https://www.g2.com/survey_responses/caplinked-review-12685352)

#### What Are G2 Users Discussing About CapLinked?

- [What is CapLinked used for?](https://www.g2.com/discussions/what-is-caplinked-used-for) - 1 comment, 1 upvote

### [Sourcescrub](https://www.g2.com/products/sourcescrub/reviews)

Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate, and connected view of private markets. Using a proprietary Expert-in-the-loop AI process, Sourcescrub weaves more than 220,000 information Sources and 16M companies into a web of insight in our AI-powered platform to discover, track, and engage the best targets.

**Average Rating:** 4.5/5.0

**Total Reviews:** 55

#### How Do G2 Users Rate Sourcescrub?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.5/10)
- **Project Management:** 7.3/10 (Category avg: 8.8/10)
- **Deal Sourcing:** 9.2/10 (Category avg: 8.4/10)
- **Task Management:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Sourcescrub?

- **Seller:** [Sourcescrub](https://www.g2.com/sellers/sourcescrub)
- **Company Website:** www.sourcescrub.com
- **Year Founded:** 2015
- **HQ Location:** San Francisco, California
- **Twitter:** @SourceScrub  
174 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2288abf70a7bdd6e46cb547a512617ca924f35e142a57ccbbce08abde822c534&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsourcescrub%2F&secure%5Burl_type%5D=linkedin_company_website)  
500 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Venture Capital & Private Equity
- **Company Size:** 73% Small, 20% Medium

#### What Do G2 Reviewers Say About Sourcescrub?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **Sourcescrub's deal-sourcing capabilities** invaluable for efficiently identifying quality private companies and boosting deal flow.
- Users value the **extensive database size** of SourceScrub, enhancing their efficiency in finding quality companies.
- Users value the **search functionality** of SourceScrub, which enhances efficiency and improves deal flow quality and quantity.
- Users value the **efficient target identification** capabilities of Sourcescrub, enhancing their deal sourcing and evaluation processes.
- Users value the **high data accuracy** of SourceScrub, enhancing the identification of relevant companies effortlessly.

##### Cons

- Users note that **data inaccuracy** can be an issue with SourceScrub, affecting the reliability of contact information.
- Users find the **limited data** in Sourcescrub hampers integration and consistency with other platforms.
- Users note that Sourcescrub has **outdated information** , affecting insights and decision-making with past transactions.
- Users find SourceScrub's **poor usability** frustrating due to its unintuitive interface and slow performance.
- Users find the **UI clunky and non-intuitive** , causing frustration despite satisfaction with the platform's results.

#### What Are Recent G2 Reviews of Sourcescrub?

**["Powerful platform for investment research and origination"](https://www.g2.com/survey_responses/sourcescrub-review-10987133)**

**Rating:** 4.0/5.0 stars

_— Tulsi R._

[Read full review](https://www.g2.com/survey_responses/sourcescrub-review-10987133)

**["Great solution for private company data"](https://www.g2.com/survey_responses/sourcescrub-review-10997597)**

**Rating:** 4.0/5.0 stars

_— Chris S._

[Read full review](https://www.g2.com/survey_responses/sourcescrub-review-10997597)

#### What Are G2 Users Discussing About Sourcescrub?

- [What is SourceScrub used for?](https://www.g2.com/discussions/what-is-sourcescrub-used-for)

### [DealRoom](https://www.g2.com/products/dealroom/reviews)

DealRoom is the only AI-powered operating system for Buyer-Led M&A™, purpose-built for buy-side teams to run the full deal lifecycle on DealRoom enables seamless collaboration across M&A teams, cross-functional partners, sellers, and external counsel. With workflow automation, granular permissions, and customizable reporting, it delivers full control and visibility throughout the M&A process. The DealRoom M&A Operating System serves as a central source of truth for deal data, decisions, and processes. It enables M&A teams to manage pipeline, execute diligence, and complete integration in one connected workspace. Pipeline Management Efficiently manage deal flow with a unified view of all targets, data, and communications. Teams get real-time, complete visibility of every deal target so they make smarter deal decisions, move faster, and never lose track of the next step. Due Diligence Centrally manage and automate all diligence workflows across internal and external stakeholders. DealRoom keeps all stakeholders aligned and accountable in one secure, AI-powered workspace, reducing manual work and cutting person-hours per deal by ~50%. Post-Merger Integration Simplify post-merger integration to maximize synergies and value creation. Best-practice playbooks, task management, and real-time reporting help teams implement cost and revenue synergies on time. DealRoom AI Native AI, purpose-built for M&A and embedded directly into pipeline and diligence workflows. It captures deal updates from email to keep your pipeline automatically up to date, and analyzes documents to surface key insights and accelerate due diligence. Book a demo at dealroom.net/product/request-a-demo Learn more at dealroom.net

**Average Rating:** 4.4/5.0

**Total Reviews:** 69

#### How Do G2 Users Rate DealRoom?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.5/10)
- **Project Management:** 6.7/10 (Category avg: 8.8/10)
- **Deal Sourcing:** 5.0/10 (Category avg: 8.4/10)
- **Task Management:** 6.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind DealRoom?

- **Seller:** [DealRoom](https://www.g2.com/sellers/dealroom)
- **Year Founded:** 2012
- **HQ Location:** Chicago, IL
- **Twitter:** @dealroominc  
2,481 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=055be3f232684fbda21fb5fdf798cb4daea264ba5cd05eef3b69a306736c4b50&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9478281%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Investment Banking Analyst
- **Top Industries:** Financial Services, Investment Banking
- **Company Size:** 39% Small, 33% Large

#### What Do G2 Reviewers Say About DealRoom?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **seamless collaboration** in DealRoom, facilitating secure communication and efficient project management.
- Users love the **intuitive user interface** of DealRoom, making project management and communication seamless and efficient.
- Users love the **intuitive user interface** of DealRoom, enhancing ease of use and streamlined project management.
- Users appreciate the **intuitive interface** of DealRoom, making project management and collaboration effortless and effective.
- Users highlight **seamless communication** and secure collaboration, enhancing accountability and ease of use in DealRoom.

#### What Are Recent G2 Reviews of DealRoom?

**["Streamlined M&A Process with Outstanding Support"](https://www.g2.com/survey_responses/dealroom-review-13357705)**

**Rating:** 5.0/5.0 stars

_— Sarah M._

[Read full review](https://www.g2.com/survey_responses/dealroom-review-13357705)

**["Awesome support from the DR team, and generally intuitive to use"](https://www.g2.com/survey_responses/dealroom-review-13328596)**

**Rating:** 5.0/5.0 stars

_— Verified User in Design_

[Read full review](https://www.g2.com/survey_responses/dealroom-review-13328596)

#### What Are G2 Users Discussing About DealRoom?

- [What are data rooms used for?](https://www.g2.com/discussions/what-are-data-rooms-used-for)
- [Is DealRoom free?](https://www.g2.com/discussions/is-dealroom-free)
- [What is M&A software?](https://www.g2.com/discussions/dealroom-what-is-m-a-software)
- [What does DealRoom do?](https://www.g2.com/discussions/what-does-dealroom-do)

### [Grata](https://www.g2.com/products/grata/reviews)

The private markets have a visibility problem. Dealmakers today have access to more data than ever, yet the bottleneck has shifted from access to accuracy. The result isn't insight, it’s noise. Grata is the private market intelligence platform that solves this. Made for investors, bankers, and corporate acquirers, Grata delivers complete, verified visibility across every company, relationship, and opportunity that matters. M&A-trained AI agents synthesize dozens of disparate sources into decision-ready foundational intelligence, continuously validated by a dedicated human research team. A second layer captures information that is structurally inaccessible to other providers: gated European financial filings, unreported valuations, private conference attendee lists, and deal dynamics captured at the moment of transaction. At the top sits exclusive data that exists only in Grata: live deals submitted directly by investment bankers, verified advisor relationships through MergerLinks, and Datasite ecosystem intelligence. The output is a view of the private market that doesn't exist anywhere else, with 22M+ companies, 10M+ executive contacts, 1M+ financial transactions, and 99% data accuracy. Not because of a better algorithm, but because Grata has the infrastructure, relationships, and operational discipline to see what others can't, and verify what others guess at. Grata's verified intelligence is available however your team works: through Grata's platform, via API in your custom systems, or synced directly into the CRMs you already use.

**Average Rating:** 4.9/5.0

**Total Reviews:** 81

#### How Do G2 Users Rate Grata?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.5/10)
- **Project Management:** 8.1/10 (Category avg: 8.8/10)
- **Deal Sourcing:** 9.3/10 (Category avg: 8.4/10)
- **Task Management:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Grata?

- **Seller:** [Grata](https://www.g2.com/sellers/grata)
- **Company Website:** grata.com
- **Year Founded:** 2016
- **HQ Location:** New York, NY
- **Twitter:** @grata\_inc  
176 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd56f78645416486647a627097deacd5127f01c3d7895d3228fb7e548dcdb602&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgrata-data%2F&secure%5Burl_type%5D=linkedin_company_website)  
229 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Associate, Managing Partner
- **Top Industries:** Venture Capital & Private Equity, Financial Services
- **Company Size:** 75% Small, 16% Medium

#### What Do G2 Reviewers Say About Grata?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **search functionality** of Grata, finding it fast, intuitive, and invaluable for sourcing businesses.
- Users praise Grata for its **exceptional ease of use** , thanks to intuitive features and streamlined processes enhancing productivity.
- Users value the **advanced filtering features** of Grata, enabling precise data extraction for thorough analysis.
- Users praise Grata's **phenomenal customer support** , which provides quick responses and values user feedback.
- Users value Grata's **superior global coverage and innovative features** , enhancing the efficiency of their deal sourcing workflow.

##### Cons

- Users experience **data inaccuracies** with Grata, leading to potential lost deals and the need for manual verification.
- Users find **data accuracy issues** in Grata often lead to critical errors and necessitate manual verification.
- Users note the **limited data** available on companies, expressing a desire for more comprehensive information and integrations.
- Users find the **company exclusion** limiting, particularly due to a lack of European company data and missing contact info.
- Users experience **data incompleteness** with Grata, noting occasional gaps in contact and investor information.

#### What Are Recent G2 Reviews of Grata?

**["Powerful, Efficient Company Discovery for Market Mapping and Prospecting"](https://www.g2.com/survey_responses/grata-review-12834347)**

**Rating:** 5.0/5.0 stars

_— Marin T._

[Read full review](https://www.g2.com/survey_responses/grata-review-12834347)

**["Precisely targeted, global coverage - and clean HubSpot integration"](https://www.g2.com/survey_responses/grata-review-12845288)**

**Rating:** 5.0/5.0 stars

_— Verified User in Investment Banking_

[Read full review](https://www.g2.com/survey_responses/grata-review-12845288)

#### What Are G2 Users Discussing About Grata?

- [What is Grata used for?](https://www.g2.com/discussions/what-is-grata-used-for) - 1 comment

### [Midaxo](https://www.g2.com/products/midaxo/reviews)

Midaxo is purpose-built M&A software and the M&A Intelligence Platform that connects strategy, execution, and value realization in one system. Designed for Corporate Development teams, Midaxo helps organizations move faster, stay aligned, and reduce risk across the full M&A lifecycle. More than 500 companies use Midaxo to manage 5,000+ transactions representing over $1 trillion in deal value. The Midaxo platform supports how teams plan, source, evaluate, and execute inorganic growth, providing clear visibility, structured workflows, and better decision support from early strategy through post-close integration. M&A Strategy Management Midaxo helps teams align on M&A goals, priorities, and decision criteria from day one. Strategy, assumptions, and targets stay visible and connected as teams scale, ensuring alignment between leadership, corporate development, and deal teams. Deal Pipeline CRM The Pipeline CRM centralizes deal sourcing and pipeline management, giving teams real-time visibility into targets, opportunities, and priorities. Teams source smarter, prioritize more effectively, and improve deal predictability with a single, shared pipeline. Due Diligence Management Midaxo brings structure and clarity to due diligence by centralizing documents, tasks, risks, and collaboration in one secure environment. Teams manage diligence with transparency and control, reduce execution risk, and move deals forward with confidence. Post-Merger Integration & Value Tracking Post-close, Midaxo connects teams and execution plans to ensure accountability and momentum. Best-practice playbooks, real-time reporting, and value tracking help teams turn integration into measurable, lasting outcomes. Madi — Agentic AI for M&A Madi is the AI built into Midaxo that understands M&A. It analyzes your documents, knows your project context, and surfaces what matters — risks, insights, and next steps. Madi adapts to where you are in the deal, whether that's diligence, integration, or anywhere in between. Every suggestion requires your approval. Everything is audit-logged. Madi does the work. Your team makes the calls. See Midaxo in action — schedule a live demo: https://www.midaxo.com/book-a-demo

**Average Rating:** 4.6/5.0

**Total Reviews:** 39

#### How Do G2 Users Rate Midaxo?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.5/10)
- **Project Management:** 8.4/10 (Category avg: 8.8/10)
- **Deal Sourcing:** 6.9/10 (Category avg: 8.4/10)
- **Task Management:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Midaxo?

- **Seller:** [Midaxo](https://www.g2.com/sellers/midaxo)
- **Company Website:** www.midaxo.com
- **Year Founded:** 2011
- **HQ Location:** Boston, Massachusetts
- **Twitter:** @Midaxo  
651 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e85cba947cbb24de3fbb44a96999fec40c2d7552bb9224b74e27a6256e3f96f4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2366962%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 41% Large, 31% Medium

#### What Do G2 Reviewers Say About Midaxo?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficient M&A pipeline tracking** of Midaxo, enhancing organization and visibility for corporate development teams.
- Users commend Midaxo’s **responsive and knowledgeable customer support** that enhances onboarding and overall user experience.
- Users find Midaxo to be **easy to use** , streamlining corporate development management and enhancing executive visibility.
- Users value the **improved efficiency** of Midaxo, streamlining processes and automating tasks effortlessly.
- Users commend Midaxo for its **exceptional customer service** and commitment to continuous improvement, enhancing user experience.

##### Cons

- Users note the **limited customization** in Midaxo, making it difficult to tailor the platform to specific workflows.
- Users find the **file management process cumbersome** , wishing for smoother uploads and better task customization options.
- Users face **inadequate reporting** as some features necessitate customer support for customization.
- Users experience **slow performance** with analytics features, hindering their ability to generate timely insights from large datasets.
- Users find the **upload issues** frustrating, wishing for a more streamlined and customizable task import process.

#### What Are Recent G2 Reviews of Midaxo?

**["Best of Breed tool built for M&A"](https://www.g2.com/survey_responses/midaxo-review-9217877)**

**Rating:** 5.0/5.0 stars

_— Amit S._

[Read full review](https://www.g2.com/survey_responses/midaxo-review-9217877)

**["Cost effective application"](https://www.g2.com/survey_responses/midaxo-review-10322031)**

**Rating:** 5.0/5.0 stars

_— Kristy B._

[Read full review](https://www.g2.com/survey_responses/midaxo-review-10322031)

#### What Are G2 Users Discussing About Midaxo?

- [How do you use Midaxo?](https://www.g2.com/discussions/how-do-you-use-midaxo)
- [What does Midaxo do?](https://www.g2.com/discussions/what-does-midaxo-do)
- [What is M&A software?](https://www.g2.com/discussions/what-is-m-a-software)
- [What is Midaxo used for?](https://www.g2.com/discussions/what-is-midaxo-used-for) - 1 comment

### [Devensoft](https://www.g2.com/products/devensoft/reviews)

Devensoft is an intuitive end-to-end Mergers & Acquisitions software platform built to power your strategic growth initiatives. Founded in 2013, Devensoft is utilized by companies ranging in size from middle-market to Global 500 throughout the US, Europe, Middle East, and APAC for due diligence, deal tracking, integrations/divestitures, synergy tracking, analytics, and other strategic initiatives. With thousands of users in a wide array of industries, including banking, financial services, healthcare, pharma, technology, professional services, petrochemical, retail, manufacturing, and more, Devensoft has become the leading M&A software platform in the world. Devensoft is the M&A platform of choice for both mid and large-scale integrations and divestitures, including some of the largest and most complex acquisitions in recent history.

**Average Rating:** 4.6/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Devensoft?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.5/10)
- **Project Management:** 7.5/10 (Category avg: 8.8/10)
- **Task Management:** 7.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Devensoft?

- **Seller:** [Deven Software](https://www.g2.com/sellers/deven-software)
- **Year Founded:** 2013
- **HQ Location:** Tysons Corner, US
- **Twitter:** @DevenSoftware  
215 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7abac094e4bd998b93c578862c695194350f6855847644d2fe27bdc40cf1b06&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3146980%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 92% Large, 8% Small

#### What Are Recent G2 Reviews of Devensoft?

**["Great partnership with a solid product"](https://www.g2.com/survey_responses/devensoft-review-4665718)**

**Rating:** 5.0/5.0 stars

_— Dwight F._

[Read full review](https://www.g2.com/survey_responses/devensoft-review-4665718)

**["Great M&A service - highly recommended"](https://www.g2.com/survey_responses/devensoft-review-6735512)**

**Rating:** 5.0/5.0 stars

_— Verified User in Biotechnology_

[Read full review](https://www.g2.com/survey_responses/devensoft-review-6735512)

#### What Are G2 Users Discussing About Devensoft?

- [What is Devensoft used for?](https://www.g2.com/discussions/what-is-devensoft-used-for) - 1 comment

### [MergerWare](https://www.g2.com/products/mergerware/reviews)

MergerWare is a purpose-built end-to-end M&A software platform designed to streamline and accelerate complex deal execution across the entire transaction lifecycle. Built specifically for investment banks, private equity firms, corporate development teams, transaction advisors, and consulting firms, MergerWare transforms fragmented deal processes into a structured, collaborative, and secure digital workflow. In today’s high-stakes mergers and acquisitions environment, deal teams manage thousands of tasks, documents, stakeholders, and deadlines across multiple geographies. MergerWare provides a centralized M&A deal management platform that integrates pipeline tracking, due diligence management, virtual data room integration, task management, document workflows, compliance tracking, and post-merger integration planning all in one secure ecosystem. Unlike generic project management tools, MergerWare is engineered exclusively for M&A transactions. The platform mirrors real-world deal stages including origination, evaluation, diligence, negotiation, signing, closing, and integration. With structured playbooks, automated workflows, real-time dashboards, and audit-ready reporting, deal teams gain full visibility, accountability, and execution discipline. Key capabilities include: Deal Pipeline & CRM for M&A | Due Diligence Management & VDR| Virtual Data Room (VDR) Integration| Task & Workflow Automation | Cross-functional Collaboration Tools| Post-Merger Integration (PMI) | Synergy management |Secure, Role-Based Access Controls | CRM| Real-Time Reporting & Deal Analytics| Sell-side M&A management |Buy-side end to end capabilities. Why Leading Dealmakers Choose MergerWare: Trusted by global organizations including Mercer, L.E.K. Consulting, Barkley Research Group, NEOM, Hard Rock Cafe, and Questco, MergerWare powers structured, scalable M&A execution. ✔ Close Deals 20–25% Faster Centralized deal management eliminates coordination delays across advisors, buyers, and internal teams. ✔ Reduce Execution Risk by 30–40% Standardized workflows and real-time governance replace fragmented spreadsheets and email-driven processes. ✔ Increase Team Productivity by 35%+ Automate diligence tracking, mandate management, buyer coordination, and reporting in one purpose-built M&A platform. ✔ Gain Complete Leadership Visibility Real-time dashboards provide full oversight across concurrent mandates and revenue pipeline. The Outcome: MergerWare transforms M&A execution from manual coordination into a measurable, scalable operating model helping investment banks, M&A advisors, and private equity firms close deals faster, with greater control and higher confidence. 👉 Experience the operating system powering modern M&A — schedule your executive demo today at https://www.mergerware.com/request-demo/

**Average Rating:** 4.8/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate MergerWare?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.5/10)
- **Project Management:** 10.0/10 (Category avg: 8.8/10)
- **Deal Sourcing:** 9.2/10 (Category avg: 8.4/10)
- **Task Management:** 9.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind MergerWare?

- **Seller:** [MergerWare](https://www.g2.com/sellers/mergerware)
- **Year Founded:** 2018
- **HQ Location:** Boston, US
- **Twitter:** @MergerWare  
170 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1d63f619f3121752b1496d51fb4c3a59a92f1ee305fbd3108158dac3e8a0275b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmergerware%2F&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 60% Small, 40% Large

#### What Do G2 Reviewers Say About MergerWare?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **outstanding customer support** from MergerWare, enhancing the ease of use and smooth implementation.
- Users appreciate the **great ease of use** of MergerWare, benefiting from its intuitive interface and smooth implementation.
- Users appreciate the **intuitive interface** of MergerWare, enhancing ease of use during the implementation process.
- Users find the **intuitive interface** of MergerWare enhances usability, making the implementation process seamless and enjoyable.

##### Cons

- Users feel there’s **room for improvement in automation** , though the team is responsive to feedback and needs.

#### What Are Recent G2 Reviews of MergerWare?

**["Working with Mergerware"](https://www.g2.com/survey_responses/mergerware-review-4562650)**

**Rating:** 5.0/5.0 stars

_— Nimit M._

[Read full review](https://www.g2.com/survey_responses/mergerware-review-4562650)

**["An Intuitive Platform with Exceptional Support"](https://www.g2.com/survey_responses/mergerware-review-10944574)**

**Rating:** 5.0/5.0 stars

_— Shalom G._

[Read full review](https://www.g2.com/survey_responses/mergerware-review-10944574)

### [Plausity | AI-powered Due Diligence](https://www.g2.com/products/plausity-ai-powered-due-diligence/reviews)

Plausity is an AI-powered due diligence platform that helps deal, advisory and management teams to analyse, cross-reference and report across hundreds of data room documents.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Plausity | AI-powered Due Diligence?

- **Project Management:** 10.0/10 (Category avg: 8.8/10)
- **Deal Sourcing:** 10.0/10 (Category avg: 8.4/10)
- **Task Management:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Plausity | AI-powered Due Diligence?

- **Seller:** [Plausity.com](https://www.g2.com/sellers/plausity-com)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fcc3d0be0d03a47e897d055c71cfbe1baf7742794f8a29e38ee15538384a2c89&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplausity%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About Plausity | AI-powered Due Diligence?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **tremendous support** of Plausity, recognizing its timely and high-quality assistance.
- Users praise the **high ease of use** of Plausity, enjoying its simple implementation in daily workflows.
- Users value the **huge cost savings** and excellent support provided by Plausity in their daily operations.
- Users highlight the **high ease of use** of Plausity, making implementation in workflows extremely simple.
- Users highlight the **tremendous support** from Plausity, noting its quality and timely assistance in daily operations.

##### Cons

- Users find the **slow performance** of Plausity can hinder efficiency, particularly with lengthy due diligence generation times.

#### What Are Recent G2 Reviews of Plausity | AI-powered Due Diligence?

**["Plausity Delivers Tremendous Support, Easy Workflows, and Huge Cost Savings"](https://www.g2.com/survey_responses/plausity-ai-powered-due-diligence-review-12409496)**

**Rating:** 5.0/5.0 stars

_— Sebastian J._

[Read full review](https://www.g2.com/survey_responses/plausity-ai-powered-due-diligence-review-12409496)

**["Unmatched Speed-to-Insight: Best-in-Class AI Due Diligence That Fits Our Workflow"](https://www.g2.com/survey_responses/plausity-ai-powered-due-diligence-review-12713648)**

**Rating:** 5.0/5.0 stars

_— Simon H._

[Read full review](https://www.g2.com/survey_responses/plausity-ai-powered-due-diligence-review-12713648)

### [Searcher OS](https://www.g2.com/products/searcher-os/reviews)

Searcher OS is a SaaS platform purpose-built for entrepreneurs acquiring small businesses through Entrepreneurship Through Acquisition (ETA). The platform replaces the spreadsheets, email folders, and disconnected tools that searchers typically use. It consolidates deal sourcing, screening, pipeline management, document analysis, financial modeling, and broker relationship tracking into one integrated workflow. Core capabilities: - Automated Deal Feed: Aggregates business-for-sale listings from dozens of broker websites. Users define Buy Box criteria (price range, industries, locations) and receive matched deals daily. - AI CIM Analysis: Upload Confidential Information Memorandums (CIMs) and get AI-extracted financials, risk flags, and opportunity highlights in seconds. What normally takes 1-2 hours of manual reading is reduced to seconds. - Pipeline Management: Visual Kanban board tracking deals through stages from initial interest through due diligence to close. - SBA Loan Calculator: Built-in DSCR calculations and scenario modeling for SBA 7(a) loan structures. A free version is available at searcheros.ai/tools/sba-calculator. - Custom Website Scraping: Submit any broker website URL and Searcher OS monitors it for new listings automatically. No competitor offers this. - Broker CRM: Track every interaction with business brokers, view deal history per broker, and maintain relationships across your search. Searcher OS serves independent searchers using SBA financing, search fund operators, and private equity teams sourcing deals in the $800K-$8M range. All plans include a 14-day free trial with no credit card required.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate Searcher OS?

- **Deal Sourcing:** 10.0/10 (Category avg: 8.4/10)
- **Task Management:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Searcher OS?

- **Seller:** [Searcher OS](https://www.g2.com/sellers/searcher-os)
- **Year Founded:** 2025
- **HQ Location:** Folsom, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=de33bb638d110ed1e3711507f0f73bc463bc3f41f2a59ee726fb69a6f4ff02b7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsearcher-os%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Are Recent G2 Reviews of Searcher OS?

**["Searcher OS Doubled Our Pipeline and Streamlined Deals from NDA to LOI"](https://www.g2.com/survey_responses/searcher-os-review-12441871)**

**Rating:** 5.0/5.0 stars

_— Shama P._

[Read full review](https://www.g2.com/survey_responses/searcher-os-review-12441871)

**["Intuitive, All-in-One Portal That Streamlines Business-for-Sale Search"](https://www.g2.com/survey_responses/searcher-os-review-12439773)**

**Rating:** 4.5/5.0 stars

_— Aaron R._

[Read full review](https://www.g2.com/survey_responses/searcher-os-review-12439773)

### [Axial](https://www.g2.com/products/axial/reviews)

Axial is a private deal network serving professionals who own, advise, and invest in North American lower middle market companies. Axial’s deal-sourcing and deal marketing tools are used to facilitate the discovery and execution of transactions that meet the following criteria: Geography: US & Canada based businesses Revenue: $5M – $250M EBITDA: Up to $20M Transaction Types: M&A, Debt, Minority Equity, & Co-Investments Industry Verticals: Healthcare, TMT (Tech, Media & Telecom), Industrials, Consumer, Business Services, Food & Beverage, Transportation & Logistics, Financial Services, Energy, Education

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Axial?

- **Seller:** [Axial Networks](https://www.g2.com/sellers/axial-networks)
- **Year Founded:** 2010
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e2244950541478746e2d9bcb969a2479062ef59297d77a9f5a1f1f6a5653761&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faxial&secure%5Burl_type%5D=linkedin_company_website)  
212 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Axial?

**["AXIAL REVIEW"](https://www.g2.com/survey_responses/axial-review-9717828)**

**Rating:** 4.5/5.0 stars

_— Rushikesh D._

[Read full review](https://www.g2.com/survey_responses/axial-review-9717828)

### [CodeDD - Software Due Diligence & Continuous Portfolio Management](https://www.g2.com/products/codedd-software-due-diligence-continuous-portfolio-management/reviews)

CodeDD is the first AI-driven Technical Due Diligence (Tech DD) platform engineered specifically for the rigorous demands of Private Equity, Venture Capital, and M&A professionals. In the high-stakes world of deal-making, information asymmetry is the enemy. Traditional Technical Due Diligence is a bottleneck: it is notoriously slow, cost-prohibitive ($15k–$50k per asset), and reliant on manual consultancies that deliver static, overly technical reports weeks after they are needed. CodeDD eliminates this friction by replacing the "black box" of consultancy with transparent, instant, AI-powered analysis. Our platform empowers Investment Committees and Deal Teams to look under the hood of a target company before signing a term sheet. By leveraging advanced Large Language Models (LLMs) and static analysis, CodeDD scans codebases to identify hidden liabilities that human auditors often miss or take weeks to uncover. We bridge the gap between code and capital, translating abstract software complexity into clear, actionable Executive KPIs. Why Investors Choose CodeDD: Quantify Technical Risk: We move beyond bug counting. CodeDD assesses Architectural Debt, Scalability Limits (can this tech handle 10x growth?), and Key Person Risk (is 80% of the IP written by one developer?). Democratize Due Diligence: Our efficiency allows firms to run deep tech audits on every potential deal—including early-stage screenings and smaller add-ons—rather than reserving DD only for the final stages of large-cap transactions. Continuous Portfolio Monitoring: Beyond the transaction, CodeDD serves as a value creation tool, allowing Operating Partners to monitor the technical health of their portfolio companies quarter-over-quarter to protect asset value. Key Benefits & Features: Speed to Insight: Accelerate your deal velocity. Transform a 3-week consultancy process into a 30-minute automated workflow. Get the "Red Light / Green Light" signals you need to issue a Term Sheet with confidence. Executive-First Reporting: We output language that Investment Committees understand. Instead of lists of syntax errors, you get business-impact scores on Maintainability, Cloud Readiness, and Exit Preparedness. Uncompromised Security (Zero Code Exposure): We understand that Target CTOs are hesitant to share IP. CodeDD utilizes an ephemeral analysis engine—we scan the code, extract the insights, and immediately purge the source data. Your target’s IP is never trained on or permanently stored. IP & Licensing Hygiene: Instantly detect "poison pill" open-source licenses (like GPL violations) that could compromise the proprietary value of the software asset or derail a future exit. Cost Efficiency: Drastically reduce deal costs (Dead Deal Fees) by screening targets technically before engaging expensive human, legal, or financial auditors.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind CodeDD - Software Due Diligence & Continuous Portfolio Management?

- **Seller:** [CodeDD](https://www.g2.com/sellers/codedd)
- **HQ Location:** Vienna, AT
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a0845ce79d08eac43c6a5fc52e82a64da9629a3a37f040b8cd1271c87bf5f3d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcodedd%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of CodeDD - Software Due Diligence & Continuous Portfolio Management?

**["Effortless Tech Due Diligence with Powerful Automation"](https://www.g2.com/survey_responses/codedd-software-due-diligence-continuous-portfolio-management-review-12493162)**

**Rating:** 5.0/5.0 stars

_— Patrick J._

[Read full review](https://www.g2.com/survey_responses/codedd-software-due-diligence-continuous-portfolio-management-review-12493162)

### [DeelFlo](https://www.g2.com/products/deelflo/reviews)

Dealmaking toolkit for anyone involved with small to medium-sized business acquisitions. It gives you the tools to analyse, value, structure, and confidently close a deal that works. 🔹 AI Analysis With DeelFlo, all you need to get started is a set of financial statements. Upload them, and within 60 seconds, DeelFlo delivers a detailed AI-driven analysis of the target company — highlighting key risks, opportunities, and deal considerations. 🔹 Business Valuations Instant valuations powered by real-world data. DeelFlo uses a database of valuation multiples drawn from actual SME transactions across multiple sectors and business sizes, and a scoring model that analyses the business in detail to generate a bespoke valuation multiple from the ground up — ideal for smaller businesses. 🔹 Deal Structuring Model and compare different deal types — whether it’s a leveraged buyout, deferred consideration, or a hybrid structure — and see how each impacts cash flow, debt servicing, and risk. 🔹 Financial Modelling Run detailed, scenario-based forecasts to understand how your chosen deal performs under different conditions, from revenue fluctuations to debt changes. 🔹 Deal Document Templates Auto-generate professional LOIs, Heads of Terms, and other key documents, pre-filled with your chosen deal structure and financial data. What used to take hours in Excel now takes minutes — no finance degree required. DeelFlo gives everyday buyers the insight and confidence they need to negotiate smarter and acquire a business.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind DeelFlo?

- **Seller:** [DeelFlo](https://www.g2.com/sellers/deelflo)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0b56193583a6adc8e4c77c71c81354662b317e7fae05585cac4f86245c6620aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdeelflohq%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Do G2 Reviewers Say About DeelFlo?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **comprehensive deal management** features of DeelFlo, streamlining the entire acquisition process effectively.
- Users praise the **exceptional customer support** from DeelFlo, ensuring assistance throughout the entire deal process.
- Users value the **data accuracy** of DeelFlo, enhancing deal assessment and minimizing risks effectively.
- Users find DeelFlo to be **super easy to use** , making deal management seamless for both beginners and experienced users.
- Users value the **comprehensive deal management** of DeelFlo, streamlining processes and enhancing decision-making with valuable insights.

#### What Are Recent G2 Reviews of DeelFlo?

**["Dealmaking toolkit for SMB buyer"](https://www.g2.com/survey_responses/deelflo-review-12186024)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/deelflo-review-12186024)

### [Diligio](https://www.g2.com/products/diligio/reviews)

Diligio Respond is a comprehensive platform designed to streamline the process of responding to Requests for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and security questionnaires. By centralizing an organization's knowledge base and leveraging advanced automation, Diligio Respond enables teams to submit significantly more proposals without the need to increase headcount. The platform emphasizes accuracy and reliability, ensuring that responses are grounded in existing documentation and independently verified, thereby eliminating guesswork and potential inaccuracies. The core functionality of Diligio Respond revolves around a multi-step process: 1. \*\*Indexing\*\*: The platform embeds and stores organizational materials using advanced embedding techniques and vector storage. This process involves converting documents into a format that facilitates efficient retrieval and analysis. 2. \*\*Retrieval\*\*: Utilizing a hybrid retrieval approach that combines vector and full-text recall, Diligio Respond identifies the most relevant passages from the indexed materials. This ensures that the information used in responses is both pertinent and precise. 3. \*\*Generation\*\*: The platform employs grounded drafting techniques, generating responses strictly from the retrieved passages. Each response is cited to its source, maintaining transparency and traceability. 4. \*\*Verification\*\*: To uphold the integrity of the generated responses, Diligio Respond conducts cross-provider checks, achieving a confidence level of 91%. This verification step ensures that the information provided is accurate and reliable. 5. \*\*Gating\*\*: The platform implements a deterministic confidence-gated output system. Well-supported drafts are surfaced for review, while weaker drafts are withheld, ensuring that only high-quality responses are considered for submission. An integral feature of Diligio Respond is its Upload Library, which automates the ingestion of various document types, including PDFs, spreadsheets, Word documents, and slide decks. The platform reads each file and extracts question-and-answer pairs automatically. Users can review and approve these pairs in a side-by-side annotator, and every approved pair is published directly into the Knowledge Base, ready for reuse in future responses. The Knowledge Base itself is a controlled, authoritative repository that centralizes past proposals, compliance documentation, and security questionnaires. Each answer is anchored to a source document controlled by the organization, eliminating reliance on black-box guesses and ensuring that all responses are based on verified information. Diligio Respond also offers the flexibility to integrate with external AI agents. Organizations can connect their own AI agents via MCP or the REST API, allowing these agents to search the Knowledge Base, draft answers, and advance projects. The integration is designed with security in mind, ensuring that agents operate within the permissions of their creators and that all actions are logged and auditable. In summary, Diligio Respond provides a robust solution for organizations seeking to enhance their efficiency and accuracy in handling RFPs, DDQs, and security questionnaires. By automating complex processes and centralizing knowledge, the platform empowers teams to deliver high-quality responses with greater speed and confidence.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### How Do G2 Users Rate Diligio?

- **Project Management:** 10.0/10 (Category avg: 8.8/10)
- **Task Management:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Diligio?

- **Seller:** [Diligio](https://www.g2.com/sellers/diligio)
- **Year Founded:** 2026
- **HQ Location:** London Area, United Kingdom, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d564ef93ea79b8b220f5de86d7f5b8be4dee3be19bf6b11739f8d344d1748006&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdiligioco&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 200% Small, 100% Medium

#### What Are Recent G2 Reviews of Diligio?

**["A dependable platform that simplified our security and due diligence workflows"](https://www.g2.com/survey_responses/diligio-review-13085163)**

**Rating:** 5.0/5.0 stars

_— Kelly E._

[Read full review](https://www.g2.com/survey_responses/diligio-review-13085163)

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[Browse M&A Software Themes](/categories/m-a-software/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated October 18, 2024

Merger and acquisition (M&A) software combines all the functionalities businesses need to acquire and merge with other companies. This includes prospecting, deal management, due diligence, and post-merger analytics.

M&A software makes the process more efficient and transparent for all parties involved. They are created for and leveraged specifically by M&A firms and internal financial teams.

M&A software can be used by anyone involved in mergers and acquisitions on the buy side as well as the sell side. However, these solutions are mainly beneficial to corporate development professionals, and legal and finance teams.

M&A software should not be confused with project management tools, [financial services CRM](https://www.g2.com/categories/financial-services-crm) software, or point solutions that focus only on one phase of the M&A process, such as sourcing.

To qualify for inclusion in the Merger and Acquisition (M&A) category, a product must:

- Source and assess deals using pipeline management workflows
- Evaluate multiple deals and assign scores based on predefined criteria
- Streamline the closing of M&A deals as well as post-merger activities
- Provide best practices playbooks for all stages of the M&A process
- Manage M&A tasks and facilitate collaboration between all parties involved
- Ensure compliance and reduce M&A risk through due diligence features
- Include M&A specific metrics and insights for buyers and sellers

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