Alternatives to DealTrack

Compare DealTrack alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to DealTrack in 2026. Compare features, ratings, user reviews, pricing, and more from DealTrack competitors and alternatives in order to make an informed decision for your business.

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    Datasite Diligence Virtual Data Room
    Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trained on an extensive repository of over three million documents, you gain a competitive edge in your transactions. With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite platform streamlines the sell-side process, automating various manual tasks involved in deal preparation. Whatever your business, industry, purpose, or role, Datasite Diligence empowers you with a host of features to conduct due diligence more efficiently and confidently. From automated content management and integrated Q&A to upgraded redaction capabilities, multi-language search, and detailed engagement tracking, the data room platform is designed to facilitate smoother and faster transactions.
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    Firmex Virtual Data Room
    More deals, diligence, and compliance get done in Firmex Virtual Data Rooms. With 20,000+ new rooms opened annually, thousands of businesses manage highly sensitive projects and processes with Firmex. Our robust data rooms are designed to give you full control over your documents while being intuitive and easy to use. Firmex is SOC 2, GDPR, and HIPAA-compliant and supports SSO, API, and redaction. You can rest assured that your sensitive information will be safe with our banking-level security and encryption. Our award-winning customer service team is dedicated to helping all Firmex Virtual Data Room users, 24/7/365. Whether you're the data room's admin or a guest, reliable support is a quick phone call, email, or online chat away. Firmex's flexible pricing is unique, offering an unlimited data room subscription or per-use transaction pricing. With a subscription, you can leverage your virtual data room for all of your organization's needs, from investor reporting to audits.
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    Midaxo

    Midaxo

    Midaxo

    Midaxo’s M&A deal management solution was developed specifically to address the challenges of corporate development teams. Instead of using multiple, unconnected tools, making deal sourcing, progress tracking, document management, and reporting difficult, with Midaxo+, frequent acquirers can manage all deals in a single platform, enabling better visibility, collaboration, and outcomes. Product highlights include: - Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications - Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing - Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration - Data Security: certified organization-wide for ISO 27001 information security standard
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    DealRoom

    DealRoom

    DealRoom

    DealRoom combines the traditional, secure VDR with project management capabilities for professionals & teams completing M&A. The platform includes secure data storage, diligence management, pipeline management, integration management, as well as overall project management. Our goal is to help teams create a better M&A process that emphasizes collaboration so that the initial vision of the deal, innovation, & value-creation, can be successfully maintained & implemented. Our users: Spend less time on due diligence by eliminating administrative tasks like updating a spreadsheet, & communicating with 3rd parties via email or other applications. Shorten integration - Achieve value realization as soon as possible by involving integration teams early so that they don't have to spend time re-diligencing the deal. Eliminate the knowledge gaps between diligence & integration - By using the same platform to manage both processes, both teams can work together collaboratively.
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    Starting Price: $1000.00/month
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    Mindtickle

    Mindtickle

    Mindtickle

    Revenue leaders trust Mindtickle’s Sales Readiness Platform to identify and drive winning rep behaviors. Shorten ramp time with an amazing onboarding experience that enables reps to succeed. Develop personalized skills and capabilities based on each rep’s knowledge and skill gaps. Drive high adoption through engaging field communications, gamification, and mobile experiences. Impact measurable revenue outcomes like rep productivity, time to first deal, and win rates. Set the true north in sales performance through skill benchmarks every rep should work toward. Track skill gaps across the organization and build a culture of accountability. Motivate and engage teams for measurable revenue outcomes. Track and address skill gaps at the team and individual levels through coaching. Create better deal outcomes by reviewing call recordings and helping reps through early deal stages. Partner with enablement to create custom training and content based on each rep’s needs.
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    Intralinks DealCentre
    DealCentre equips you to navigate the entire M&A deal lifecycle with total confidence. DealCentre brings together a purpose-built set of solutions into one fully integrated M&A technology platform suite that delivers value across the deal — from the early prep phase through due diligence, and ultimately a successful close. Our goal is to help you achieve yours. Every deal, every day. Accelerate M&A due diligence with automated setup, easy file management — including bulk uploads, document-based workflows, integrated redaction — plus Zoom integration. Easily organize, accelerate and track distribution of teasers, NDAs and CIM — save time and gain insights on buyer behavior. The AI-powered solution designed specifically to support M&A buy-side due diligence — organize data room documents, streamline Q&A and add clarity to decision-making. Protect anticipated deal value and achieve projected synergies by leveraging a consistent M&A technology platform through post-merger integration.
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    Emma Legal

    Emma Legal

    Emma Legal

    Emma Legal is an AI-powered workspace purpose-built for legal due diligence in M&A transactions. It helps deal teams analyse large data rooms by structuring documents, tracking review progress, identifying missing information, and highlighting areas of potential legal risk. By automating time-intensive review tasks, Emma supports more consistent analysis, reduces manual effort, and gives lawyers clearer oversight of deal complexity and exposure. Emma connects directly to virtual data rooms, keeping all documents continuously synced and providing a single, reliable source of truth. Through instant gap analysis, it shows which documents are missing or incomplete against the due diligence request list, allowing teams to scope work early and communicate more effectively with clients and counterparties. Emma also flags unusual clauses and deviations, giving lawyers a rapid, deal-wide risk overview while retaining full control over legal judgment.
    Starting Price: $1000
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    Intralinks DealVision
    Unlike other solutions, Intralinks’ DealVision application is purpose-built for participants on the buy-side of a transaction, designed to match actual workflow needs and providing transparency into the deal team’s due diligence activity in real-time. The new Intralinks DealVision solution automates document classification and recommends files from VDRPro (Intralinks’ virtual data room) to review based on your checklist items or questions. Unlike other solutions, Intralinks’ DealVision application is purpose-built for participants on the buy-side of a transaction, designed to match actual workflow needs and providing transparency into the deal team’s due diligence activity in real-time.
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    Brainloop DealRoom
    Secure exchange of information during transactions. Brainloop DealRoom. The highly secure solution for M&A, due diligence and all transactions that require confidentiality. Your challenges: Even in the run-up to an IPO, takeover or due diligence, you have to ensure that all information is protected and all processes are continuously logged. You can only successfully complete your next M&A project if consultants, investors, lawyers and your customer can view the sales documents anonymously and bids remain strictly confidential until the end. Your solution: Brainloop DealRoom - the virtual data room for the highly secure exchange of large amounts of data in all phases of a deal. Brainloop DealRoom. The highly secure solution for M&A, due diligence and all transactions that require confidentiality. Your challenges: Even in the run-up to an IPO, takeover or due diligence, you have to ensure that all information is protected and all processes are continuously logged.
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    Admincontrol Data Room
    Artificial Intelligence (AI) has moved from the realms of science fiction into business reality. Paired with virtual data rooms, it will truly digitalize and revolutionize due diligence and deal-making. Admincontrol has partnered up with Luminance, a leading provider of artificial intelligence platform for the legal profession, to provide a solution that is delivering a step change in efficiency and productivity. Our folder wizard is a dynamic and user-friendly tool that lets you build your initial folder structure in the data room, either from one of our templates or from scratch. A transaction process typically involves many discussions and clarifications. Communications between team members and their advisors often take place by email and other insecure channels. The Secure Messaging module provides a safe, encrypted alternative. Due diligence and other processes often require extensive and time-consuming preparation.
    Starting Price: $250 per month
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    Orbit Diligence

    Orbit Diligence

    Thomas Murray Network Management LTD.

    Create and customize your own questionnaires through Orbit Diligence, either by importing your own or by using our extensive library of industry-standard questionnaires. Save time for you and your respondents by allowing them to reuse applicable answers from previous submissions. Put an end to misplaced emails, incomplete spreadsheets, and corrupted files. Don’t let due diligence end once the contracts are signed or the deal closes with the target company. Continuously monitor your third-party network for new and emerging vulnerabilities, while managing due diligence responses, communication, project statuses, and market-by-market summaries. Create question tags according to regulation, department, or risks and flag answers for follow-up. Set up tasks to manage issues and keep on top of your risks. Track completion rates and live projects in real-time, and use Orbit Diligence to communicate across teams and departments and with your respondents.
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    Fintent

    Fintent

    Fintent

    Fintent is a data-driven deal-sourcing platform that produces actionable signals and intelligence on private U.S. companies to help investors discover opportunities earlier and with more precision. It delivers predictive scores such as M&A Score, CapRaise Score, Distress Score, and Deal-Maker Score for over 2 million companies, derived from analysis of what company employees are researching across business, finance, and news websites (monitoring 2 billion article reads per day). Users can build tailored company lists via AI-powered search across a dataset of 7 million+ funded and bootstrapped U.S. companies, filtering by industry, size, funding history, website content, and management contacts (11 million+ included). The platform also provides alerts when companies appear likely to sell or raise capital, and supports strategic use-cases like competitive intelligence, due diligence, and custom signal development (e.g., carve-out readiness or distress events).
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    Clarum

    Clarum

    Clarum

    Accelerate your deal flow with transparent due diligence, driven by AI. We help private equity firms and wealth managers be more productive by automating manual diligence tasks. Import data from your VDR, shared drive, or local computer. Upload your due diligence questionnaires. Watch Clarum answer hundreds of questions in minutes. Answer questions using your entire knowledge base, where every number or sentence is linked back to its source document. We employ multiple checks to validate the response, ensuring the data's reliability and trustworthiness. Import data from VDRs, shared drives, emails, and local files. Answer hundreds of questions from due diligence questionnaires in minutes instead of weeks. Generate the following questions and RFIs from the missing information. Intelligently search for information across all your sources. Find a chart from a PDF, a table from a spreadsheet, or a critical number from a presentation.
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    DataRooms.com

    DataRooms.com

    Datarooms.com

    The future of due diligence is here today—we streamline every step of the process, boost deal value and accelerate closings. Discover how ultra-secure information sharing with your internal and external audiences can boost collaboration and improve day-to-day operations. Our integrated marketing and user registration tools deliver the speed and power your real estate and energy transactions demand. Regardless of size or sector, today’s companies run on sending, receiving, creating and sharing information. Traditional mail and faxes play a role—and electronic tools like email, FTP and cloud-based file sharing can handle some basic functions. But when the stakes are high, and security and reliability are a must, firms are turning to the next generation of virtual data rooms. Virtual data rooms are sophisticated online information exchanges with robust document protection, communication and collaboration tools.
    Starting Price: $299 per month
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    Dasseti

    Dasseti

    Dasseti

    Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..).
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    CEBS

    CEBS

    Calyx Solutions UK Ltd

    Best Currency Exchange Software you can find in today's world. You focus on business, we manage the accounting & compliance CEBS makes sure you have the right checklist of KYC documents by setting up Simple Due Diligence, Customer Due Diligence and Enhanced Due Diligence as and when required. System alerts the cashier if the same customer is transacting above threshold. Customer name is searched against HMRC, UN, EUand US OFAC SDN sanctions list. Fast and intelligent are characteristics of CEBS. Before finalising the deal currency system tells you how much profit you may earn; system also notifies you what your current stock level is and alerts if you are trying to sell more than your stock value. Receipt and reports are precisely formatted and catered to give you real insights of your trading. And yes the system is Accountant friendly. Security of the system and protecting customer data is our prime motive. We carefully partner with service providers and do not share any data.
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    LSEG Due Diligence Centre

    LSEG Due Diligence Centre

    LSEG Data & Analytics

    An integrated, effective and practical platform that helps you manage the key areas of your compliance program and make better decisions. Manage your third parties across their entire lifecycle, including compliance risk assessments, due diligence, screening and monitoring, auditing and reporting, and offboarding. Our platform is designed by former compliance officers and has been built from the ground up with one sole purpose in mind: to meet the needs of compliance managers. The scale of our technology offerings suits enterprises with minimal requirements through to global Fortune 500 companies that regularly deal with hundreds of thousands of third parties across every continent. Configurable and personalized workflows align to your organization and third-party processes. Solution architecture that allows you to integrate with hundreds of systems – including SAP, SalesForce, Oracle and HRMS systems – using a standard API model.
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    ShareVault

    ShareVault

    ShareVault

    A virtual data room or VDR is an essential tool for facilitating due diligence and other business transactions where it is imperative to share documents in a controlled manner. Retain control of your sensitive documents easily, even on computers and devices that are outside the control of your IT department. From remote shredding to user analytics, ShareVault maximizes your visibility and control, so you focus on the deal, not the data room. ShareVault's powerful Information Rights Management (IRM) technology, available only with ShareVault Pro and ShareVault Enterprise, allows you to retain persistent control over documents shared with third parties. Protected documents are AES-256 bit encrypted and can only be opened by users with current rights, so documents can be remotely "shredded". In other words, a user's permission to open a document can be revoked retroactively, even for files already downloaded.
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    TheInvestorNet

    TheInvestorNet

    TheInvestorNet

    Source deals from incubators/accelerators, co-investors, investment banks or your personal network, curate and screen them through objective scoring, build consensus, collaborate with the team members, maintain lists before you decide to take a deal into active evaluation. Customise your deal flow to enable efficient tracking of deals while collaborating with relevant internal and external stakeholders. Also access your entire deal landscape in one view. Access and Manage all portfolio companies in one place with on the fly creation of and collaboration on metrics data, milestones and others. Access all the deal data from the time it was sourced, evaluated and invested in. Manage your investor relations, communication and finances all at one place. Data is never deleted from the system. Only versioned or archived hence, recording the entire deal activity.
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    1Exiger

    1Exiger

    Exiger

    Exiger's 1Exiger platform is a purpose-built, AI-powered solution designed to optimize third-party and supply chain risk management. With features like entity risk scoring, supply chain mapping, and deep risk analysis, it helps organizations uncover vulnerabilities, validate data, and make faster, data-driven decisions. Leveraging the world’s largest corporate and supply chain dataset, the platform empowers businesses to stay compliant and resilient in real-time, improving supply chain visibility and enabling proactive intelligence to address crises before they escalate.
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    OpPlan

    OpPlan

    Winning Sales Plan

    Improve forecasting accuracy, achieve higher win rates, and reduce salesperson churn. “The” solution for your sales organization brings together CRM, benchmarking, analytics, competitive SWOT’s, sales strategies, action plans and much more! Effectively benchmark your opportunities and contacts with a simple scoring system. You will be able to quickly gauge the status of your opportunities, buying committee, sales team utilization, and win/loss ratio. Easily apply and maintain the strengths, weaknesses, opportunities, and threats (or SWOT) of your competition. Answer a series of questions around the current state of the opportunity and the appropriate strategy is revealed with coaching. Compile a list of actions with your prospects and get agreement on the steps to close the deal. Proven process to get deals unstuck and reveal interest level.
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    OpenGTM

    OpenGTM

    OpenGTM

    OpenGTM is an AI-powered revenue intelligence platform designed to unify the entire go-to-market motion, encompassing sales, marketing, revenue operations, customer success, and product teams, around a comprehensive understanding of buyers. By leveraging machine learning, OpenGTM uncovers and activates the attributes of your best buyers to propel lead generation, revenue growth, and customer retention. The platform offers advanced buyer segmentation, deal and lead scoring, revenue forecasting, content creation, and lead sourcing. OpenGTM's mission is to unite the full GTM motion around the most important part of the GTM journey, the buyer. OpenGTM views your deals and leads through the lens of your very best buyers. No more relying on outdated predictors like activity data to prioritize your revenue efforts. The next generation of GTM has arrived. Leverage your company’s unique, ML-powered, buyer attributes to directly source and score leads from trusted lead sourcing solutions.
    Starting Price: $47 per month
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    Revenue-Growth.AI

    Revenue-Growth.AI

    Revenue-Growth.AI

    Revenue-Growth.AI leverages the power of language models to reduce the time to close deals and improve revenue forecasting accuracy. Effortless implementation involves sending your mutual NDA to ensure confidentiality, sharing your forecasting framework, or allowing Revenue-Growth.AI to create one using your deal data and integrating your deal data by seamlessly connecting with your CRM, email, calls, messaging, and more for comprehensive data integration. Transform your deal strategy in just weeks. Discover how Large Language Models (LLMs) can revolutionize your sales and marketing strategies and drive significant revenue growth. Provides actionable insights and practical steps to understand the fundamentals of AI and LLMs, enhance your sales processes and marketing strategies, accurately forecast revenue and score rep performance, and save time with automated deal flow summaries and precise reporting.
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    Goliath

    Goliath

    Goliath Data

    Goliath provides software for real estate investors and realtors that helps them find motivated sellers, nurture leads, and close more deals. The platform pulls data from property records and real-time indicators like divorces, deaths, preforeclosures, tax delinquencies, and liens to surface high intent opportunities. Users can manage every step of the deal in one place with a CRM for calling, texting, emailing, task tracking, appointments, and automations. Goliath also offers a voice assistant named David that answers inbound calls, follows up, and ensures no lead is ever missed. Advanced scoring and filtering help users prioritize the best opportunities, focus on sellers most likely to transact, and reduce time wasted on low quality leads. The platform is built to support investors, agents, and teams at scale, from individual deals to high-volume operations.
    Starting Price: $99/month
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    ProfitProtectorPro

    ProfitProtectorPro

    ProfitProtectorPro

    ProfitProtectorPro is an algorithmic based repricing software tailored for Amazon sellers. Its core objective is to win you the Buy Box and raise your prices in line with predetermined parameters to increase your final selling price and profit margins. This dynamic tool operates seamlessly across various Amazon marketplaces and integrates with BuyBotPro, a deal analyzing tool that adds another layer of sophistication by incorporating real product costs into your calculations. Additionally, ProfitProtectorPro provides sellers with invaluable analytics. These visual aids offer insights into performance trends, enabling data-driven adjustments and informed decision-making. In essence, ProfitProtectorPro amalgamates algorithmic precision to help win you the Buy Box, optimize pricing strategies, and achieve sustainable profit growth. 24/7 support ensures that users can address queries, troubleshoot issues, and make the most of the software's features without unnecessary delays
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    Arzule

    Arzule

    Arzule

    Arzule is an AI-native partnership intelligence platform designed to help B2B SaaS companies discover, evaluate, and manage strategic partnerships using autonomous agents. It continuously monitors the SaaS ecosystem for signals such as product launches, integrations, hiring patterns, and funding events, then ranks potential partners based on strategic fit and timing. Instead of relying on static lists or manual research, Arzule builds living company profiles and explains which partnerships matter, why they are relevant, and what leverage they could unlock. It centralizes the partner lifecycle in one environment, including deal pipelines, onboarding workflows, partner health scoring, and revenue attribution, giving teams a single source of truth. Its AI agents also automate outreach and ongoing partner processes, reducing administrative overhead and enabling faster execution.
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     Cvent Lead Scoring
    The rush of closing a deal, the interaction with people, the competitive thrill — these are the things that make sales exciting. However, with more planners moving online and filling sales inboxes with countless RFPs, sales managers have less time to do what they love and must spend more time prioritizing leads to ensure that they're booking the right group business. Let us put the "fun" back in your funnel with Cvent Lead Scoring, a tool that automatically scores your leads and allows you to concentrate on actually selling!
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    Z2Data

    Z2Data

    Z2Data

    Get instant access to 1 Billion+ components' data ranging from lifecycle status, lifecycle forecast, regulatory compliance, market availability, cross references and more. Easily upload your Bill of Materials and Approved Vendor Lists to run detailed reports and risk analyses. Exporting data to a variety of formats is simple and you can even automatically integrate with leading PLM tools. Monitor your supply chain instantly by mapping your components to suppliers' manufacturing sites such as FABs, factories and assemblies. Compare location site risk and conduct disaster mitigation planning easily with Z2Data's Risk Scores for supply chain. What-if analysis for supplier sites enable you to prepare for disaster recovery and comply with business continuity goals. Manage supplier selection risk by accessing data on over 20,000+ suppliers.
    Starting Price: Custom Options Available
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    Founderpath

    Founderpath

    Founderpath

    We’re the only company that will give you more than 12 months to payback. You'll always know how much capital you have available. Unlock more capital at better terms with Founderpath. Connect with your favorite tools. We generate your Founderpath Score (high 1,000). A higher score means more capital, better terms. Money gets wired in under 24 hours. We’re available in most countries and have already done deals with founders in Canada, South America, Europe, and Asia. Our fastest deal went from signup to money wired in 23 hours. Our longest deal took 9 days. We’re advancing you money against your future receivables. We predict how long customers are likely to keep paying you based on historical churn rates. This is not debt so there is no interest rate. Founderpath wants to make sure we can offer you fresh capital in minutes and the amount available will grow with your MRR. It’s best to keep your account up to date and at a minimum refresh your account monthly.
    Starting Price: $250 per month
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    Benchpoint

    Benchpoint

    Benchpoint

    Why pay other CRM softwares for 60-80% features you never use? Benchpoint offers you premium features at a much lower price because it is built specifically for startups and small businesses. The minimalistic design of the dashboard offers your sales team a clear visualization of all the deals being processed and makes sales pipeline management a breeze. Get critical insights of how the deal is flowing by efficient lead management and lead scoring. Check out the deals won and lost at the click of a button and stay on top of your sales process. Identify stagnant sales areas where the movement is slow and work on it ensuring that the sales pipeline is not clogged. Sync your Google or Microsoft account with Benchpoint and track all customer interactions from a single place. With options to integrate with marketing automation software like Mailchimp, launching email marketing campaigns and sending out bulk emails was never easier.
    Starting Price: $20 per month
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    Wokelo AI

    Wokelo AI

    Wokelo AI

    Wokelo is an AI-powered research platform that enhances the efficiency and speed of data analysis and intelligence gathering, crucial for activities like due diligence, sector research, and portfolio monitoring. Leveraging its proprietary large language model-based technology, Wokelo automates and streamlines the collection, curation, synthesis, and triangulation of data, delivering client-ready outputs and collaborates with leading private equity funds, investment banks, consulting firms, and corporates to facilitate data-driven decision-making, thereby providing efficient, accurate, and comprehensive research solutions, enabling clients to focus on strategic initiatives and achieve better investment outcomes. Wokelo's AI technology generates due diligence reports for mergers and acquisitions, producing detailed, multi-page reports in minutes. The idea is to reduce the grunt work of M&A due diligence, creating more time for high-level analysis and human expertise.
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    Raynet CRM

    Raynet CRM

    Raynet CRM

    Simplify your CRM. All contacts, deals, your calendar, your sales pipeline analysis –⁠ all in one place. Perfectly organized data that simplify your work and give you a thorough overview of your business. RAYNET CRM helps your salespeople and your managers: It gives sales reps the tools to score and the managers the tools to monitor the business and its future perspective. Who, when, with whom, for how much… Everything about open deals in one place: Just one look gives you a very good overview of how your salesmen are doing. You get 100% control over your sales and save time on meetings or tailoring proposals. Why Raynet? Smooth integration with you calendar, e-mail, phone and other applications, all your data in one place, your team can work from anywhere, immediate analysis of your sales score, increased productivity and effectiveness. Free trial for 30 days: Make sales easier.
    Starting Price: $25.00/month/user
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    Creally

    Creally

    Creally

    Creally automates the full influencer marketing workflow from creator discovery to closed deals. The platform uses theme-based search to find creators by actual content topics rather than keyword matches, improving relevance and response rates. A personalized Creally Score ranks creators using contextual fit, authenticity, and brand safety, learning from past collaborations to refine future recommendations. Performance Score benchmarking evaluates creators against others in the same niche using metrics like view-to-follower ratios and posting consistency. An AI Agent handles outreach, audience verification, and negotiations automatically, enabling teams to scale partnerships 10x–100x without adding headcount. Filtering options include geography, language, gender, and predicted age group. Negative keyword filtering excludes creators associated with sensitive topics for brand safety.
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    Vaultinum

    Vaultinum

    Vaultinum

    Vaultinum provides Tech due diligence solutions to private equity investors, with a combination of advanced tooling, high-quality data, and expert insight to assess software assets, scalability, and risk. Our methodology helps investors pursue growth with confidence, identifying opportunities while ensuring technology risks are properly assessed, managed, and reduced. By connecting data-driven analysis with specialist judgment, we support operational improvement, stronger portfolio outcomes, and sustained value creation.
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    Left Main

    Left Main

    Left Main

    Left Main REI is a purpose-built CRM and deal-flow intelligence platform for real estate investors that combines Salesforce-based reliability, AI-powered insights, and investor-centric workflows to help teams scale, prioritize opportunities, and close more deals. It tracks leads from marketing through closing, automates follow-ups, and provides real-time alerts on motivated sellers by monitoring stress indicators and property history so users can act faster than competitors. It includes DealSignals, an AI-driven data engine that continuously scans over 100,000 property records monthly for triggers like foreclosures, tax liens, probate, expired listings, and vacancy changes, and delivers instant motivation insights. Property Sales AI automatically scores and ranks leads based on motivation signals, equity, timing, and competitor activity, so investors know which sellers to contact first, while dashboards and curated reporting help teams visualize performance.
    Starting Price: $500 per month
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    DeelFlo

    DeelFlo

    DeelFlo

    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, etc.
    Starting Price: $64 per month
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    Connected Investors

    Connected Investors

    Connected Investors

    Connected Investors is a real estate investing platform and online marketplace that helps investors find, analyze, collaborate on, and fund real estate investment deals using powerful nationwide property data with advanced filters to uncover off-market properties and motivated sellers, tools to build and manage targeted lists and lead pipelines, and built-in calculators and metrics like BuyAbility Scores to evaluate potential deals efficiently. It also facilitates deal collaboration with teammates and partners through shared workspaces and private communication features, gives users access to the nation’s largest network of verified private and hard money lenders so investors can secure funding for flips, rentals, or other strategies, and offers educational resources, live training, webinars, and expert guidance to support users at every stage of their investing journey.
    Starting Price: $83.25 per month
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    Zoom Revenue Accelerator

    Zoom Revenue Accelerator

    Zoom Communications

    Zoom Revenue Accelerator is a conversation intelligence tool, for users of Zoom Meetings. Zoom Revenue Accelerator also provides seller guidance and highlights, such as talk-listen ratio, filler word usage, call review to locate the parts of the conversation and topics that the prospect found most engaging, and next step reminders. As an intelligence tool, Zoom Revenue Accelerator aims to provide: - Actionable feedback - Reduces anecdotal feedback and identifies areas for improvement using post-meeting analysis that includes transcription highlights as well as sentiment and engagement scores. - Accurate forecasting - Digestible, aggregated insights integrated into a CRM to provide context on the sales funnel, highlight deals that need attention, and identifies pipeline trends. - An understanding deals - Displays sales deals by stage, size, teams, opportunity name, and use analytics for the number of interactions, competition, and customer sentiments.
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    Astra

    Astra

    Astra

    Transform your site into a lead-generating powerhouse with zero coding. Astra engages visitors through conversational qualification, automatically scores and priorities leads, then syncs qualified prospects directly to your CRM with full context. Key Features: • Smart lead qualification with targeted questions • Built-in scoring & prioritisation system • Seamless CRM integration with chat history • Real-time analytics & conversion tracking • 5-minute no-code setup - just copy/paste • Continuous learning for smarter conversations Perfect for SaaS, e-commerce, and B2B companies needing pre-sale support, demo scheduling, and budget screening. Stop wasting time on unqualified leads - let Astra deliver pipeline-ready opportunities while you focus on closing deals.
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    CRMPlus

    CRMPlus

    DailyMails

    Sales CRM to enhance productivity and processes visibility for sales teams. Best CRM| Bulit for Sales People. Sales CRM to enhance pipeline & funnel visibility for sales teams. Our Valued Services What we Offer 360 o Customer View Access & identify customer profiles & touchpoints (website, product, interactions) from a single screen. Lead Scoring. Know which sales lead is hot and who’s not, using lead scores. Prioritize follow-ups with data-backed insights. Auto lead assignment Let the sales CRM automatically assign leads to handpicked salespeople on your team. Tasks, notes and files Add tasks with leads and customers; collaborate with your team on tasks. Make quick notes against each contact; manage and share files. Sales Pipeline With a single sweep of the eye, locate the deals in each stage of your pipeline. Sort and filter deals to get a better view of your pipeline. One click to communicate No extra software/hardware costs.
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    PrivateDeal

    PrivateDeal

    PrivateDeal

    PrivateDeal provides the first smart negotiation solution available directly on hotels' websites. As a cloud-based solution, PrivateDeal allows guests to propose a price for a stay in response to which it will either accept or negotiate the offer through an AI-powered algorithm. The platform assists hoteliers in increasing direct sales while better monitoring their pricing strategy. Through a negotiation-like process, PrivateDeal discovers each user’s willingness to buy and optimize the final price to increase conversion. You can safely rely on the market’s demand in real time to determine your pricing strategy.
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    Opphound

    Opphound

    Opphound

    Manage your sales opportunities more efficiently with Opphound. A fast and intuitive sales pipeline management tool, Opphound offers a comprehensive set of tools that enables organizations to score more sales deals and grow their business. It comes with integrated sales forecasting, planning, and sales team collaboration functionality, along with the ability to allocate staff to specific sales opportunities in a visually powerful way.
    Starting Price: $39.00/month
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    Vyoma SmartCRM

    Vyoma SmartCRM

    Vyoma Digital

    Vyoma SmartCRM is Your Intelligent Sales Assistant. SmartCRM transforms traditional CRM into a proactive, AI-powered assistant for Sales, Marketing, and Support teams. It automates data entry, enriches customer profiles, and predicts outcomes to drive performance. Why SmartCRM? Imagine a CRM that listens, learns, and acts. SmartCRM delivers measurable ROI by: Reducing manual data entry by up to 1 hour per rep per day Improving lead conversion rates with predictive scoring Flagging at-risk deals before they slip away Crafting hyper-personalized outreach with GenAI Providing instant answers and actions via AI Chatbot
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    Navatar

    Navatar

    Navatar Group

    Premier Deal Software for Data-Driven Sourcing and Risk-Free Execution. Pinpoint your best buyer and intermediary relationships. Scale your business development efforts. Expert project management control over due diligence and deal prep. Automate analytics and reporting. Convert market data into actionable intelligence and enhance deal discipline to better control deal outcome. Navatar offers a comprehensive fundraising and investor relations platform. Outpace rivals on the fundraising trail by targeting the right LPs, creating structured processes to nurture them, and ultimately earning your prospective investors' trust. Built on the world's most trusted cloud security platform Salesforce, Navatar connects to the AppExchange ecosystem offering hundreds of apps in addition to industry data providers.
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    Loisa AI

    Loisa AI

    Loisa AI

    Loisa AI is a lead qualification AI agent that enriches every signup by connecting the dots and understanding data. It qualifies and scores your leads by validating them against your criteria, providing actionable summaries, scored leads, and personalized outreach to help you close deals faster. Loisa AI integrates seamlessly into your existing workflow, living in your Slack, email, and CRM, and automatically pulls the context it needs without disrupting how you already work. We train Loisa AI to be your AI sales assistant, speaking in your voice and following your playbook. Loisa adapts to you, continuously optimizing to stay at its peak.
    Starting Price: $99 per month
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    Locale.ai

    Locale.ai

    Locale.ai

    Replicate the star rep's playbook throughout the company and close more business. Customize the agents based on your team's exact workflows. Fills CRM properties, creates deals, and updates info in real time based on pre-set rules. Researches companies and prospects to help you target and qualify leads better. Sends timely follow-ups to prospects and updates deal stages automatically in the CRM. Creates and sends personalized outreach based on in-depth company and prospect research. Automatically assigns leads to the right sales reps based on location, time, product specialization, etc. Creating a new pipeline to close more deals by automating CRM tasks. Engaging only with high-potential leads through detailed research and automated scoring. Automating personalized follow-ups for greater SDR productivity. Automatic meeting creation and rescheduling based on time zones. Ensuring timely follow-ups with automated emails until closure.
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    ClosedLoop AI

    ClosedLoop AI

    ClosedLoop AI

    ClosedLoop AI is a product intelligence platform that transforms customer conversations into prioritized, outcome-driven insights. It automatically captures and structures feedback from tools like Slack, Gong, Zendesk, HubSpot, and Intercom without manual tagging. The platform extracts key signals such as pain points, feature requests, deal blockers, and workarounds from every interaction. Using AI-powered pattern detection, it clusters related feedback and highlights emerging trends across multiple channels. Outcome scoring connects each signal to business metrics like retention, expansion, adoption, and revenue impact. Teams can query their data using natural language or receive scheduled intelligence briefs tailored to their role. By turning raw feedback into actionable evidence, ClosedLoop AI helps product, engineering, and customer-facing teams make smarter roadmap decisions.
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    MyLife

    MyLife

    MyLife

    Reputation matters for everyone. Check Reputation Profiles & Scores based on Public & Court Records, Personal Reviews & More. 67% of people lie about who they are online and 27% of people have been victims of fraud and worse. As more people get connected with others they don't really know well, there is real risk, and some online scams are costing people more money than any other fraud reported. 75% of people feel it's important to look up others they are dealing with. You should, too. Find out what's public in YOUR Reputation Profile and check your score based on public criminal & court records, personal reviews and more. Your credit score says only one thing about you, your reputation says everything about you. People use your credit score for one thing, whether to lend you money. People use your reputation to decide everything, whether they want do business with you, be friends with you, live with you, date you and much more.
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    NAVIK SalesAI
    AI is able to identify sales opportunities that get overlooked, increasing sales across the organization. A weekly customized game plan gives guidance on what products and services to sell, to whom. Use AI to find the deal, own it and close it. Before anyone else even hears about it. AI and machine learning recognize patterns and make predictions to find opportunities that even the best sales people miss. Get account-level detail on deals done, total revenue by SKU, what products or services are hot opportunities all in one place. Focus weekly outreach on the right contacts. The predictive lead score recognizes buying signals to ensure each rep connects with their most promising leads.
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    WiseBOS RiSC

    WiseBOS RiSC

    EBOS Technologies

    WiseBOS RiSC – Risk intelligence, Scoring & Compliance’ is an advanced, comprehensive, next-generation solution that provides more efficient and effective risk-based compliance capability to financial and non-financial institutions. It assists companies, such as audit, fiduciary, legal, investment, EMI, banks and insurance firms, to minimize exposure to financial fraud and terrorism financial activities, while maintaining and fulfilling regulatory compliance requirements. WiseBOS RiSC is our clients’ number one preferred choice when having to deal with anti-money laundering procedures, determining the risk levels and mitigating the risks associated with the onboarding and monitoring of customers.