Alternatives to S&Q Capital IQ Pro
Compare S&Q Capital IQ Pro alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to S&Q Capital IQ Pro in 2026. Compare features, ratings, user reviews, pricing, and more from S&Q Capital IQ Pro competitors and alternatives in order to make an informed decision for your business.
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Datasite Diligence Virtual Data Room
Datasite
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. -
2
Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
3
Macabacus
Macabacus
The fastest way to get more done in Microsoft Office: From spinning up complex models to creating branded presentations, finance professionals work faster with Macabacus. Build better models and presentations faster with the most comprehensive productivity and brand compliance solutions available for Excel and PowerPoint — the must-have tools for power finance and consulting users. Tools for power users that address common pain points to facilitate construction of financial models. Visually identify errors and inconsistencies in your models that could result in costly mistakes. Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more. Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel. Synchronize your table of contents and section slides/shapes with native sections so you can focus on content. -
4
TombstoneHub
Acuity Analytics
TombstoneHub streamlines and automates the creation of fully formatted tombstones or credential slides for investment bankers. Analysts and presentations specialists at all investment banks and advisory firms spend a significant amount of their time creating the perfect credential slide. The typical challenges are disorganized deal information, inconsistent formats and templates, and highly manual effort of formatting. Our solution to these challenges is a SaaS-based product that streamlines and automates credential slides (tombstones) creation in any client template instantly. Easy to use SaaS platform with individual user authentication. Collates and centralizes deal data on a single platform by importing data from Excel/PowerPoint or integrating with SQL databases or other applications such as Salesforce. Our credential builder comes with an easy-to-source and easy-to-create centralized library of high-quality logos. Automatic download of new logos. -
5
Affinity
Affinity
Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry. -
6
Intapp DealCloud
Intapp
Discover, win, and execute new business with unified deal and relationship management . Capture, unify, and apply the collective intelligence that flows through your firm with one complete deal and relationship management platform. So much more than a CRM, Intapp DealCloud provides a single source of truth to help teams strengthen relationships, accurately track and forecast pipelines, and accelerate execution. AI-powered and purpose-built, DealCloud enables better performance for stronger growth. Discover and nurture network connections to identify quality opportunities and build a pipeline with unified firm and market insights. Multiply the effect of your professionals and eliminate frustration with the help of automated workflows and AI. Give your team the tools they need to execute and win more business, faster. Empower firm growth with Intapp DealCloud. -
7
AlphaSense
AlphaSense
AlphaSense is a market intelligence and AI-based search platform used by companies and financial institutions. Since 2011, the technology has helped professionals make smarter business decisions by delivering insights from a universe of public and private content—including company filings, event transcripts, expert calls, news, trade journals, and equity research. The platform boasts users among over 4,000 enterprise customers, including a majority of the S&P 500. Users can also upload their own internal reports reports and data, making it indexable for internal users in the AlphaSense platform. AlphaSense helps corporations track market forces and monitor competitors. For financial services firms, AlphaSense’s time-saving search capabilities help generate investment ideas and mitigate risk without the fear of missing critical information. -
8
Countercyclical
Countercyclical
Countercyclical is the definitive financial research and valuation platform built for the modern value investor. Craft insightful valuations, collaborate in real-time, and work securely all in the same place. Capture the entire flow of your investment lifecycle while keeping everyone at your company on the same page. Founded in 2022, our mission is to empower investors with tools to discover the world’s value.Starting Price: $80 per seat per month -
9
Barron's
Barron's
Barron’s is the world's premier investing publication, renowned for its market-moving stories. Barron’s provides concise analysis and advice on how to invest in stocks, bonds, ETFs, options, emerging markets, commodities, and more each week in Barron’s magazine and daily on Barrons.com. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. Navigate global markets with Barron’s, the world’s premier investing publication. Get the trusted insights and in-depth analysis that have been guiding investors since 1921. With comprehensive financial analysis, daily commentary and investment strategies from Wall Street’s best minds, the Barron’s app gives you access to critical news and data moving the global economy and markets, wherever you are. -
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Expana
Expana
Your market intelligence partner, guiding the decisions that feed our world. Expana is the world’s leading agrifood-focused Price Reporting Agency and global information provider. We provide businesses with full visibility of international markets so you can manage volatility and improve margins. We combine proprietary data with comprehensive commodity intelligence to give you the richest insight. Stay ahead of the competition with unparalleled market intelligence. Our comprehensive insights are crucial for buying, selling, and investing with confidence. Gain access to the world’s largest pricing database, along with forecasts, analysis, supply and demand fundamentals, news, cost modeling, weather insights, and much more. We provide essential data, insights, and forecasts for the industry. Our data-driven analysis and insights empower you to grow, adapt, and future-proof your business. -
11
TheStreet
TheStreet
TheStreet, Inc. is a leading digital financial media company. We provide our readers and advertisers with a variety of subscription-based and advertising-supported content and tools through a range of online platforms, including web sites, mobile devices, email services, widgets, blogs, podcasts and online video channels. Our goal is to be the primary independent source of reliable and actionable investing ideas, news and analysis, financial data and analytical tools for a growing audience of self-directed investors, as well as to assist advertisers desiring to connect with our passionate, affluent audience. Since its inception in 1996, TheStreet's free, award-winning Web site, thestreet.com, has distinguished itself from other financial Web sites with its journalistic excellence and unbiased coverage of the financial markets, economic and industry trends, and investment and financial planning. -
12
4Degrees
4Degrees
The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence -
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AlphaResearch
AlphaResearch
AlphaResearch provides an unparalleled AI-powered search engine for everything text. We scan through millions of global filings, transcripts, press releases and reports to find the exact insights that you are looking for. Company Fundamentals & Estimates: Access global institutional-grade fundamental data, market data, news and analyst's estimates for financial modeling, and stock research. Advanced Data Analytics: We apply Machine learning and NLP techniques to extract insights from texts and traditional fundamental data to save you hundreds of hours of research and understand what executives and market think about the future of the company.Starting Price: $69/month/user -
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Cyndx
Cyndx
Cyndx is an AI deal origination platform that uses uses artificial intelligence (AI) and natural language processing (NLP) to ingest and analyze millions of companies and transactions, understand them in the context of your search query, and provide a precise, actionable list of the right opportunities, right now. -
15
PitchBook
PitchBook
Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution -
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SourceScrub
SourceScrub
A fresh, accurate database for bootstrapped companies. We help our customers optimize every stage of their deal flow with a wide range of use cases. Get rich profiles on privately held companies. See historical trends as well as future growth plans. Set alerts on company milestones to ensure you don't miss a deal. Develop differentiated deal strategy with our deal flow management tools. Get real-time visibility into privately held markets. See competitive landscapes in minutes. The largest set of conference data available. Efficiently generate conference lead lists with tens of thousands of conference lists, buyer's guides and best-of lists. Accurate contact information enables quick and efficient business development. Market intelligence ensures you will impress the owner/operator. Our data enrichment platform brings your CRM to life with private company signals and executive contact details. Keep data fresh and accurate. -
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Collaboration Capital
Collaboration Capital
Collaboration Capital is a digital investment bank allowing companies to connect with M&A targets worldwide. The platform offers various applications dedicated to M&A operations: - AI sourcing of M&A targets - Pipeline management, with collaborative features - Access to the projects of investment banks and M&A professionals (Private Equity firms, lawyers, accountants...) - Tailored contact of the targets, to collect their status on the operation. All main languages are supported (English, French, Spanish, Italian, German, Chinese, Arabic...) The solution can be used by organizations of all sizes, from SME to large companies.Starting Price: €490 per month -
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Bloomberg
Bloomberg
Bloomberg is the global leader in business and financial data, news and insight. Using the power of technology, we connect the world’s decision makers to accurate information on the financial markets, and help them make faster, smarter decisions. Many companies search for a purpose, Bloomberg was born with one, to change the world for the better. It’s there in our products, which started a revolution in financial markets that reverberates to this day. It’s felt by our people, who we invest in through every stage of their careers. And it’s proven by our actions, which harness the resources, skills and profits of our company to transform lives around the world through the power of data. We believe profit and principles are not mutually exclusive. They reinforce one another. And doing the right thing, by our people, our customers, our communities and our planet, is also the best thing for our business.Starting Price: $0.99 per month -
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Axial
Axial
Join 20,000+ lower middle market investors, M&A advisors, and owner-operators who trust Axial's platform for deal sourcing, deal marketing, and relationship-driven business development. 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. Axial’s platform reflects how lower middle market transactions get done, privately and confidentially. Unlike public deal listing sites, Axial sell-side members retain total control and confidentiality over whom, how, and when they approach the market. Axial’s algorithms analyze each buy-side member’s deal criteria, and privately recommends matching parties for the sell-side to approach, ordered by relevance. Axial is an incredibly efficient tool that helps discover and prioritize the right buy-side targets for any deal. -
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Eikon
LSEG Data & Analytics
Profitable research and analysis. Eikon brings together the industry’s best data and most powerful research and analysis tools to help you pursue profitable investment management opportunities with conviction. Get premier content on an award-winning platform to monitor the markets, generate ideas and strategies, and analyze strategies and securities. Monitor the impact of market movements Access investment research Manage multi-asset portfolios Customize reports for clients Mitigate risk and manage areas of downside potential Measure and report ESG performance at the portfolio level Stress test portfolios to assess the potential impact of economic scenarios Optimize portfolios by managing tracking error and risk volatility -
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YCharts
YCharts
Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. That’s why we designed a powerful, customizable tool to help you analyze securities, build portfolios, and communicate investment opportunities. Thousands of financial advisors, asset managers and investors rely on YCharts to develop insights, make smarter investment decisions and effectively communicate with prospects and clients. With industry-leading tools, you’re empowered to create compelling visuals that emphasize the strengths of your investment strategies. Win more new business and position your investment strategies to stand out with customizable sales and communication tools. Turn questions into actionable insights with data visuals that demonstrate your expertise, attract prospects and educate clients and partners. -
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Seeking Alpha
Seeking Alpha
We empower investors to make the absolute best investing decisions by leveraging our independent and balanced stock research, fundamental analysis tools, crowdsourced debate, reliable news, and actionable market data. Our research is created by investors, for investors. It is carefully vetted by in-house editors, then read and debated by millions of people. Our stock coverage is wider and deeper than any other. We provide diverse opinions on each stock so that investors can weigh the bull and bear case and make an informed decision. Our news enable investors to understand why the market and the stocks in their portfolio are moving or are about to move. Investors read our financial news to gain insight into stocks’ future earnings and price trajectory, and to find new and exciting opportunities. Our data places professional-caliber tools in the hands of every investor. Our factor grades and quant ratings summarize each stock’s characteristics. -
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Statmetrics
Statmetrics
Gain insight into the risk-return profile of your investments and take advantage of comprehensive technical, fundamental and quantitative analysis to make smarter investment decisions. Statmetrics offers an all-in-one solution for portfolio analytics and investment research. Statmetrics is optimized for use on android mobile devices and allows to access global market data and news, monitor and screen markets, perform charting and technical analysis, construct and backtest multiple multi-asset portfolios, apply portfolio risk-return optimization strategies, analyze the fundamental and quantitative characteristics of portfolio or potential investments. -
24
Profit.com
Profit.com
Profit. com is your all-in-one app designed to discover, analyze, and profit from market opportunities. Whether you’re an experienced investor or just starting out, Profit.com provides the tools you need for smarter decisions and better trading. Why Choose Profit. com? ► Discover Global Markets Explore Stocks, ETFs, Forex, Digital Currencies, and more. With access to 150K+ financial instruments, analyze trends and spot market movers. ► Playtrade Competitions Trade risk-free in tournaments and compete to win real cash prizes. ► Billionaire Portfolios Follow top investors like Warren Buffett and get alerts on their moves. ► AI-Powered Market Briefs Receive daily insights powered by advanced AI algorithms. ► Custom Watchlists & Alerts Track top-performing assets and set price alerts. ► Trading Communities Join 200K+ traders, exchange insights, and discuss strategies. Don’t just watch the markets—dominate them! Download Profit.com today!Starting Price: $9.99 per month -
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Ampler
Ampler
Ampler is a next-generation productivity platform designed to enhance and customize the entire Microsoft Office suite. It provides an integrated ecosystem that includes advanced charting tools, content libraries, email signature management, and other efficiency features tailored for professional environments. Serving as an alternative to tools like think-cell and templafy, Ampler centralizes essential Office enhancements into one unified solution. The platform helps organizations standardize presentations, documents, spreadsheets, and communications according to internal branding and workflow practices. With dedicated tools for PowerPoint, Excel, Word, and Outlook, users can produce high-quality work with greater speed and fewer errors. Ampler integrates seamlessly with existing IT infrastructure, ensuring centralized management and long-term scalability. By eliminating repetitive tasks and Office inefficiencies, it enables professionals to focus on delivering higher-value work.Starting Price: 10 euro/month -
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StockCharts
StockCharts.com
By using technology to help investors visualize financial data, we allow our users to better analyze the markets, monitor and manage their portfolios, find promising new stocks and funds to buy, and ultimately make intelligent, well-timed investment decisions. For nearly two decades, StockCharts has been an industry leader in the financial technology space, providing innovative, award-winning charting and analysis tools to a global audience. With over 1.9 million active monthly users and counting around the world, we serve an ever-growing, ever-changing array of active traders and investors. To us, our charting tools are only one piece of the puzzle. We believe that tools and features on their own are nothing without the knowledge and perspective necessary to explore their full potential. -
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Barchart
Barchart
Barchart Premier is a customized ad-free experience that gives you the power of institutional grade data and research tools an affordable price. Designed for the self-directed investor, Barchart Premier unlocks all the features of Barchart. Options screeners, watchlists, historical data download, my charts, unlimited custom Views, advanced alerts, and screen on list to name a few. As a premier member you can receive personalized research delivered to your Inbox every day – your favorite charts – personalized Screeners – your portfolio or your watchlist featuring any off the hundreds of fields available within custom views.Starting Price: $29.95 per month -
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MarketWatch
MarketWatch
MarketWatch, published by Dow Jones & Co., tracks the pulse of markets for engaged investors with more than 20 million visitors per month. The site is a leading innovator in business news, personal finance information, real-time commentary and investment tools and data, with dedicated journalists generating hundreds of headlines, stories, videos and market briefs a day from bureaus in the U.S. and Europe. In addition, MarketWatch offers subscription products for investors, including retirement weekly and ETF trader. MarketWatch is part of Dow Jones Media Group, which includes Barrons.com, Financial News London and Mansion Global. Breaking news stories, videos, and in-depth analysis. Latest market data, including index movements, stock prices, and other key securities information. Latest stock market, finance, business and investing news from MarketWatch. Article headlines and images are featured along with real-time market data for each relevant ticker. -
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MarketSmith
MarketSmith
Without ever leaving MarketSmith, you'll be able to find the best-performing stocks, use stock charts to conduct in-depth fundamental and technical research, and see—right on the charts—the optimal time to buy and sell. You'll have the resources of a stock market professional from the comfort of your desk. The keystone of MarketSmith is its most essential feature: the stock chart. And MarketSmith charts offer far more than the price/volume data you find on other charting tools. Within a MarketSmith chart, you’ll find an entire investment strategy laid out in front of you. Not only will you see past growth patterns and stock performance, you’ll also see any currently forming patterns alongside suggested buy, sell and profit-taking points. With each stock’s chart you’ll see up-to-date fundamental data, so you never have to leave MarketSmith to chase the latest sales and earnings.Starting Price: $149.95 per month -
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Infor F9
Infor
Infor F9 is a user-friendly Microsoft® Excel® add-in that rapidly presents a real-time view of business information. With just the push of a button, F9 formulas can calculate anywhere in Excel—returning results in seconds. The solution helps to build dynamic reusable reports, which gives users more time to analyze their results and focus on strategic planning. F9 provides a rich suite of functionality, with wizards to create reports, analyze results, and drill into more detail. F9 formulas are fast and support specific ERP filters. The finance team can share reports, while role-based access delivers optional account security. Build dynamic reusable reports in Microsoft Excel with the F9 add-in. Pre-schedule Excel reporting to recalculate data for distribution automatically on a time or event-driven basis. -
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Godel Terminal
Godel Terminal
Realtime charts, built on Nasdaq data, unlimited history, intraday charts. Real-time news from hundreds of news wires and providers. Live market quotes, trades, and level II real-time prices directly from Nasdaq. Company balance sheets, income statements, and cash flow statements since company inception. We're actively expanding our coverage to more asset classes and geographies every day.Starting Price: $20 per month -
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SmartModels
Intuitive Analytics
SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems common in public and corporate finance. SmartModels™ is installed as a Microsoft® Excel® add-in using Microsoft® .NET and Microsoft® Visual Studio Tools for Office technology. Exposure Management LLC provides an SSL encrypted, highly secure extranet for the SmartModels™ user. By logging in, a business can track software usage, and perform administrative tasks such as update passwords, add clients, and access software license information. Intuitive Analytics has worked with states and state agencies, municipalities, transportation authorities, 501c3s, investment banks, financial advisors, and other for-profit companies on a variety of projects involving cash flow analysis, software development, and financial consulting. SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems.Starting Price: $300 per month -
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Stock Rover
Stock Rover
Stock Rover is a powerful investment research and analysis tool that goes well beyond what investors are used to from existing equity research sites. - Screening --> Our screening capabilities are unmatched at any price point. Many users discover Stock Rover first for its powerful screeners that can find and rank stocks. - Comparison --> Comparison is our specialty. No other site evaluates competing investment options like Stock Rover. We compute fair values and margin of safety, warn about trends that deserve your attention, and score companies for quality, growth, value and sentiment. - Portfolios -->View performance metrics that are accurate to the minute. Link to your brokerage for automatic portfolio updates -Charting --> Our charts go beyond the industry standard to let you compare screeners, portfolios and any benchmark. You can even chart fundamental metrics. Categories-- Trading --> Stock Analysis + Charting + Stock Portofolio Mgmt + ScreeningStarting Price: $7 per month -
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Acquirezy
Acquirezy
Acquirezy is a data-driven platform designed for M&A research and deal-sourcing, offering a database of over 30,000 acquisitions spanning 35 years (from the 1990s to present) across 200+ industries. Users can instantly search and filter by acquirer, target company, industry sector, date, and deal size, then explore each transaction’s details, such as announcement date, price, description, and strategic context. The platform includes an AI assistant (“Chase AI”) that allows natural-language queries to surface patterns and insights based on the underlying deal data. Export functionality enables users to extract filtered lists for modelling, presentations, or research reports. Designed for investment bankers, private-equity firms, corporate-development teams, and consultants, Acquirezy offers market-trend tracking (such as which companies are acquiring, which industries are consolidating, and valuation multiples) and daily updates to keep the data fresh.Starting Price: $20 per month -
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FinPricing
FinPricing
FinPricing is an integrated trading and risk management solution, covering all the Front, Middle and Back Office operations as well as risk management processes within a single platform. The market data service provides highly accurate global financial market data from real time to historical. Those data are derived from multiple sources, including major interdealer brokers, with premium quality. With the ready-to-use market data, our users can maximize automation and minimize manual work in their daily operations. FinPricing offers the best of breed pricing models for derivative valuation, risk assessment, model validation, intraday, and profit & loss (P&L) analysis. Our analytic solution is commonly used by esteemed traders in the markets to generate market quotes. FinPricing offers probably the best of breed and the most comprehensive pricing models via Excel add-ins or GUI apps for pricing a wide range of financial securities and derivatives – from vanilla to exotics. -
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Gain.pro
Gain.pro
Gain.pro is a private-market intelligence platform that provides deep, verified insights into private companies, investors, advisors, deals, and industries, all in one connected workspace. It combines advanced AI with rigorous human-verified research (including over ten hours of analyst work per company profile) to deliver trusted data that’s refreshed daily. The platform offers high-quality financials, ownership, and business-model details for over 4 million private companies, plus integrated visibility into the broader ecosystem of buyers, sponsors, and advisers. It supports workflows across private equity deal-sourcing, M&A advisory, corporate development, law firms, executive search, and consulting by enabling sector-wide screening, target-tracking, benchmark analysis, and custom alerts. Gain.pro emphasises a seamless user experience with export-ready profiles, live alerts on exits or fundraising, and streamlined pipeline tools that reduce manual research time. -
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Melder
Melder
Melder is an AI-powered Excel add‑in that brings generative intelligence directly into spreadsheets, enabling users to upload documents and web data, then interact with them using intuitive AI formulas, all without leaving Excel. You can drop PDFs or other files into cells and use formulas to summarize, extract, classify, and analyze content; all outputs include clickable citations to source sentences for verification. Additionally, a sidebar chat assistant lets users ask questions or build workflows directly within the workbook. Melder excels at automating laborious tasks like extracting insights from data rooms, reviewing contracts by pinpointing key terms, streamlining market research through competitor website scraping, and synthesizing transcripts from interviews or calls, all with the power of Excel formulas and without switching tools. -
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Quandl
Quandl
The premier source for financial, economic, and alternative datasets, serving investment professionals. Quandl’s platform is used by over 400,000 people, including analysts from the world’s top hedge funds, asset managers and investment banks. Quandl delivers market data from hundreds of sources via API, or directly into Python, R, Excel and many other tools. Save time and money by getting the data you need in the format you want. Our unparalleled consumption experience frees your analysts to do what they do best: analysis. With Quandl no one wastes time searching for, cleaning or transforming data. They go from needing data to working with data in seconds. Registering for an account provides you with an API key so that you can use our data via all tools, directly through the API and the web interface. Our platform is used by over 400,000 people, including thousands of analysts from the world’s top hedge funds, asset managers and investment banks. -
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Inven
Inven
Inven is an AI-powered company data platform that helps M&A professionals, PE firms, and investment bankers find potential acquisition targets, add-on companies, or competitors. With just one example company, our solution analyzes millions of websites and data sources, providing intelligent insights and recommendations. Our software offers an easy-to-use interface, allowing users to search for companies based on their business activities, filter by ownership, headcount, location, and business model, and view relevant data points such as contact information, financials, and headquarters. With Inven, professionals can make informed decisions quickly and efficiently without wasting time on manual research. -
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Datasite Pipeline
Datasite
Datasite Pipeline is a cloud-based platform purpose-built for buy-side dealmakers that centralizes every stage of the deal-opportunity lifecycle, contacts, documents, target profiles, activities, tasks, and analytics into one unified workspace, enabling teams to track and prioritize acquisition targets and growth opportunities more efficiently. The system offers intuitive dashboards to visualize status and progress, secure permission controls so teams can share or restrict access as needed, an Outlook add-in and email-to-project integration for seamless capture of leads, and mobile access so users can engage from anywhere. It replaces spreadsheets and scattered tools with a single source of truth, preserving historical records of past decisions and enabling rapid transition from origination to due diligence within minutes when an opportunity is selected. -
41
openthebox
openthebox
openthebox is a comprehensive data platform that provides deep insights into over 3 million Belgian companies, bringing together financials, management structure, workforce, VAT numbers, and latest public news coverage into one intuitive dashboard. The platform is designed for professionals in banking, private equity, and M&A, offering instant access to public-company data that helps with prospecting clients, spotting acquisition targets, benchmarking peers, and conducting early valuations. With GDPR-compliant B2B data aggregated from multiple trusted sources, openthebox eliminates the need to visit separate registries such as NBB, KBO, or Belgisch Staatsblad, enabling users to research companies, explore networks, and extract actionable business intelligence quickly. Features include visualized data views, workflow-friendly interfaces, daily refreshed company records, and tailored sector filters to streamline decision-making and accelerate time-to-insight. -
42
Venturu
Venturu
Venturu is an online marketplace focused on simplifying the buying and selling of small and medium-sized businesses, offering sellers free tools such as instant AI-powered valuations and commission-free listings, while providing buyers access to verified business listings across the U.S., an intuitive map-based search, smart filters, and connections to expert brokers; the platform also supports brokers with efficient listing tools and a CRM-style workflow, all aimed at making the entire business-transfer journey more transparent, faster and accessible for entrepreneurs. Make smarter choices by reviewing clear business details and using free tools, like our instant valuation estimate, for helpful insights. Get expert help buying a business by easily connecting with trusted local business brokers listed in our helpful and free broker directory. Feel sure exploring verified business listings on our simple platform with an easy map search to find your ideal small business opportunity. -
43
Hebbia
Hebbia
The end to end platform for research. Instantly retrieve and wrangle the insights you need, no matter your source of unstructured data. Uncover answers across millions of public sources, like SEC Filings, Earnings Calls, and expert network transcripts, or leverage your firm's knowledge. Hebbia instantly hooks into any source of unstructured data in your organization, ingesting any file type or API. Tooling for diligence and research processes lets you work faster, no matter the task. Spread financials, find public comps, or structure unstructured data with the a single button click. The world's largest governments and financial institutions trust Hebbia with their most sensitive data. Security is at our core. Hebbia is the first and only encrypted search engine on the market. -
44
Office Pragmatics
Office Pragmatics
Purpose built add-in for Microsoft Excel, PowerPoint, and Word, enabling finance professionals to build more robust models, deliver cleaner decks, turn fewer comments, and reclaim valuable time.Starting Price: $10.99 -
45
PrivCo
PrivCo
Our comprehensive free-text search between industries, verticals, locations, and more means you can extract strategic insight all in one platform. Track market insights and automatically provide signals with PrivCo’s shareable watchlists to ensure that no valuable opportunity is missed. PrivCo is the leading data expert in Private Company Research. Over a decade worth of sources and experience that deliver on high-quality, structured, and ready-to-use data. Exclusive insights into company financials - revenue, EBITDA, valuations, and growth metrics. Focus on the data that gets to a conclusion. Our rich, in-depth datasets help different industry leaders and businesses make informed decisions. Streamline your research workflow with your colleagues with access to collaborative watchlists, investor tear sheets, and data exports.Starting Price: $83 per month -
46
DrillPoint Reports
Capital Business Solutions
With an easy-to-use interface, DrillPoint Reports offers you the scalability to create simple or complex financial reports, all integrated with your MIP Fund Accounting™ software. DrillPoint Reports allows you to easily access your financial data within Microsoft Excel® and create presentation-quality financial statements using a familiar, user-friendly spreadsheet application. Creating any number of pre-formatted financial statement templates, DrillPoint Reports enables you to produce custom, high-quality financial statements for delivery to your board and external advisors. In addition, DrillPoint Reports allows you to manipulate your data, add formulas, graphs, and other more advanced Excel features to maximize the value of the information you’re presenting to others. -
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FirmRoom
FirmRoom
FirmRoom is a cloud-based virtual data room. The solution helps organizations to manage due diligence, and other information-dense processes, through secure document management and file sharing. Features such as drag and drop, bulk upload, & smart search enable seamless collaboration. Additional key features include data tracking, data analytics, audit trails, customized notifications, individual and bulk invitations, bulk file upload, single sign-on, and a user activity tracker. Our VDR is trusted by professionals all over the world. We not only meet industry security standards but go above & beyond to protect your documents. Never worry about who can see what again. Easily transform, retrieve, & classify documents & folders on our smart platform. And best of all, forget per page pricing and surprising invoices you don't want to show your client. Our flat-rate pricing is transparent, unlimited storage and the amount of data you actually need.Starting Price: $400.00/month -
48
Excel-to-Word Document Automation
AnalysisPlace
The Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, lists, tables, images, and charts. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks and your documents as templates -- any Word or PowerPoint document "linked" to the workbook using the core add-in can be used as a template The add-in makes it easy to link, test, upload, and manage document templates and associated Excel-based tools. -
49
Chartrics
Margasoft Corp.
Chartrics, developed by Margasoft Corp., is a data analysis and reporting software that automates PowerPoint, turning live data into always up-to-date presentations. It is the all-in-one PowerPoint add-in that automates reporting workflows for Research, Finance, Strategy, and Competitive Intelligence teams. From earnings summaries and QBR decks tomarket research and KPI dashboards, Chartrics (formerly DataPlay) eliminates repetitive tasks, reduces errors, and links your Excel data to PowerPoint – all in a single click. Chartrics is the only AI-powered Excel-PowerPoint add-in purpose-built to automate recurring reporting workflows. Unlike BI platforms or static plugins, Chartrics keeps analysts, strategists, and researchers working directly inside Microsoft Excel and PowerPoint - the tools they already know and rely on - while removing the manual, error-prone steps that slow reporting cycles.Starting Price: $99/month/user -
50
Venture IQ
Venture IQ
Venture IQ is an AI-powered deal-sourcing and corporate-venturing platform built to help investment, innovation, and M&A teams identify, analyze, and engage companies faster and more efficiently. Using its Catalist engine, the platform brings together automation, scraped data, and intelligent filtering to surface newly founded or relevant firms by topic, rank companies by strategic fit, manage deal-flow pipelines, and build collaborative workflows in one place. Users can manage sources, import and auto-verify company profiles, share comments and insights with their team, and structure their deal funnel from early screening to engagement or investment. Venture IQ supports scenarios across corporate venture capital, private equity, M&A, and research & development teams, enabling firms to map market landscapes, build proprietary company databases, track target companies, and reduce manual search time.Starting Price: €155 per month
