GuidesSoftwareNovember 5, 2026Dennis Raisich

Software for M&A advisors

M&A advisors need software for the work that comes up in every mandate: collecting documents, running a data room, reviewing documents, analyzing figures, answering questions and writing the report. Whether a tool is up to the job shows in the data location, in permissions and logging, and in whether every result leads to its source.

In short

The core tasks are the data room, document review, analysis, questions and answers, and the report, plus presenting all of it in your brand.
There are five types of tools: databases for searching, deal pipeline software, virtual data rooms, AI tools for documents and due diligence platforms.
Before choosing, check the data location, permissions and logging, evidence for every statement and whether your client data trains AI models.
majiq covers due diligence, from upload to an evidence-backed report, in your brand.

What does software for M&A advisors need to do?

A due diligence mandate consists of tasks that come up again and again. Each one needs a tool that takes work off your hands and stays verifiable.

Task	What the software needs to do	Question to ask
Data room	Provide documents, assign roles and permissions, log access	Does each role only see what you release?
Document review	Recognize and sort documents, analyze contracts, show gaps against the request list	Can you search all contracts with one question?
Analysis	Read and recalculate figures from financial statements, cross-check documents against each other	Is every number linked to its source?
Questions and answers	Collect bidders’ questions, assign answers, request missing documents	Does every answer stay with the document?
Report	Findings with evidence and a recommendation, approval, sharing as a link or PDF	Does every statement lead to its source?
White label	Data room, invitations and report in the advisor’s brand	Does your client see your firm or the software provider?

What types of M&A software are there?

Company and transaction databases help in the search for buyers and targets and provide comparables for the valuation.
Software for the deal pipeline and contacts (CRM) tracks which interested party is in which phase of the sale, who has received the teaser and who has signed the non-disclosure agreement.
Virtual data rooms store the documents, assign permissions and log access. The review mostly happens outside the data room, in spreadsheets, text documents and emails.
AI tools for documents read contracts and extract details, often with a focus on legal review.
Due diligence platforms combine data room, analysis and report, so the documents don’t have to move between tools.

Spreadsheets and presentations are still used alongside them for the valuation, teaser and information memorandum. The less often documents are copied between tools, the fewer versions are in circulation and the easier it is to trace who has seen what. Our guide to AI in M&A shows where AI helps in each phase of a deal.

What should you look for when choosing?

Data location. Where are the database and files stored, where does the AI run, and which subcontractors does the provider use? In Switzerland, the Federal Act on Data Protection (FADP) applies, and in the EU, the GDPR. If you are bound by professional secrecy, you have further obligations.
Permissions and logging. Does each role only see what it is allowed to see? Do you decide whether downloads are allowed? Is every view and every download logged, and are the mandates kept separate from each other?
Evidence. Does every statement, every number and every finding lead to its source in the document? A result without a source is one you can neither verify nor defend to your client.
No training on client data. Does the contract rule out your documents being used to train AI models?

What a data room needs to do in detail is covered in our guide to the data room, and what matters with AI in the review in our guide to AI in due diligence.

How does majiq cover due diligence?

majiq is an AI due diligence platform from Switzerland: data room, analysis and report in one place, for advisors, sellers and buyers. The database and files are stored in Switzerland, with hosting in Zürich. Text recognition and AI analysis run in the EU, and your documents don’t train any AI models, as set out in the contract.

Documents and data room

You upload the documents as they are, including whole folders or ZIP files. majiq recognizes every document and assigns it to the right area. The list of required documents is created to match the country, legal form and industry; whatever is missing is visible at once and requested with one click. Your client uploads via a link and doesn’t need an account. Sellers, bidders and specialists work in the data room. Each role only sees the documents you release, you decide whether bidders can download, and every view and every download is logged. Questions and answers stay linked to the document.

Review and analysis

majiq reviews every document on its own and cross-checks it against all the others, such as contracts against financial statements and financial statements against the plan. Dependencies on a key customer, a bank or a landlord and contradictions between the documents show up as findings, each backed by evidence and cross-checked by two AI reviewers. majiq reads revenue, EBITDA and net debt per company directly from the financial statements and recalculates them, and every number is linked to its source. Every document goes into the table for its area, and when you ask all contracts one question, majiq answers with the source. The AI assistant knows every document, finding and key figure of the deal; it creates findings, requests documents and drafts emails, and carries out each task only after you confirm it.

Report

majiq writes the draft of the due diligence report: management summary, findings by area, value potential and appendix, with every finding backed by evidence and a concrete recommendation. In the online report, every statement leads to its source. You accept or reject the AI’s suggested changes, approve the report and share it as a link or PDF. The sample report shows what this looks like.

In your brand

Invitations, data room, interface and reports carry your name, your logo and your colors, with your own address for the data room and your own sender for invitations. Your client sees your firm. All features are listed under Features.

Frequently asked questions

Is a traditional data room enough for due diligence?

For providing the documents, yes. But the reading, comparing and writing then happen in other tools, and results move between spreadsheets, text documents and emails. Platforms that combine data room, analysis and report save these handoffs.

What does white label mean for M&A software?

The software appears in the advisor’s brand: their name, logo and colors, often with their own address and sender. The client sees the advisor’s firm and not the software provider.

Am I allowed to process client data in cloud software?

That depends on the engagement agreement, professional rules and data protection law. Check where the provider stores and processes the data, which subcontractors it uses, whether a data processing agreement is in place and whether your documents train AI models.