M&A teams have unique needs when it comes to CRM platforms, needs that traditional CRMs or Spreadsheets can’t meet. Download our Guide to M&A Deal Flow and Pipeline Management to find best practices for creating a systematic, repeatable approach to:

• Sourcing data from third party licenses you may already have (e.g., Pitchbook, Sourcescrub) directly from inside your M&A platform
• Leveraging AI for finding targets
• Using data to score targets based on company business strategy
• Monitoring and managing relationships with those targets on an ongoing basis
• Integrations with MS Outlook, Teams and other collaboration tools so emails, documents and threads can be all in one easily accessible, secure place
• Best practices workflow supporting effective diligence
• Managing issues and risks to a successful close

Midaxo helps M&A leaders source up to 5x more qualified targets with M&A-specific CRM capabilities like:

• Data Marketplace, Target Insights & Deal Scoring for smart target sourcing and evaluation
• Touchpoints for effective relationship management and faster closing
• Best Practice dashboards & reports for end-to-end visibility
• Advanced Playbooks for risk reduction, implementation efficiency and continual improvement
• AI for enhanced deal analysis, intelligence & monitoring, document analysis, reporting & analysis