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Deal sourcing & due diligence
Source companies, review data rooms and CIMs, and prepare diligence findings for M&A, PE and VC deals. ToolGrail lists 18 AI tools for this task, including Claude, Xcout Intel, Affinity and Chronograph.
Tools for this task
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| ClaudeAnthropic | A conversational assistant for documents, research, analysis, and software work. | Free + paid | Tool | Source reviewed |
| Xcout IntelNot verified | Company intelligence: 450k companies, funding rounds, investors, people, jobs and US hiring by place. | Pricing not verified | Tool + MCP | Site checked |
| AffinityAffinity | AI-first CRM for private capital that helps PE and VC firms source deals and manage relationships. | Pricing not verified | Tool + MCP | Site checked |
| ChronographChronograph | Portfolio monitoring for private equity investors with analytics, data management and AI enablement. | Pricing not verified | Tool + MCP | Site checked |
| DealCloudIntapp | AI-powered deal and relationship intelligence platform for capital markets and advisory firms. | Pricing not verified | Tool | Site checked |
| GrataGrata | Agentic M&A workspace combining private company data, context and workflows for dealmakers. | Pricing not verified | Tool + MCP | Site checked |
| SourcescrubSourcescrub | Deal sourcing platform for AI-driven investment research and deal origination. | Pricing not verified | Tool | Site checked |
| Third BridgeThird Bridge | Expert network and research library with AI-led expert calls and MCP access to insights. | Pricing not verified | Tool | Site checked |
| Cape Partners ExchangeNot verified | Read-only M&A deal flow: ranked targets and buyers, valuations, and specialist partner services. | Pricing not verified | MCP | Site checked |
| Model MLModel ML | AI finance agent for financial institutions working across documents, models and presentations. | Pricing not verified | Tool + MCP | Site checked |
| PitchBookPitchBook | Private market data, research and tools, with AI-powered data extraction and tracking. | Pricing not verified | Tool + MCP | Site checked |
| S&P Capital IQ ProS&P Global Market Intelligence | Financial market intelligence platform with AI-powered insights across public and private company data. | Pricing not verified | Tool | Site checked |
| HebbiaHebbia | AI platform for analysing large document sets in finance and law. | Pricing not verified | Tool | Site checked |
| ExitValue.ai M&A MultiplesNot verified | Median EV/EBITDA and EV/Revenue multiples by industry and deal size from real M&A transactions. | Pricing not verified | MCP | Site checked |
| Bradshaw UK funding roundsNot verified | UK private-company funding rounds from Companies House filings, each linked to its filing. | Pricing not verified | MCP | Site checked |
| AlphaSenseAlphaSense | AI search across filings, broker research, expert calls and news. | Pricing not verified | Tool + MCP | Site checked |
| EquitestNot verified | Business valuations, financial statements, industry benchmarks and M&A comparables. | Pricing not verified | Tool + MCP | Site checked |
| RogoRogo | AI analyst platform built for investment banking and financial research. | Pricing not verified | Tool | Site checked |
Roles that do this work
Private equity associateVenture capital analystInvestment bankerM&A analystTransaction services analystVenture capital associateFund of funds analystPrivate equity vice presidentPrivate equity partnerVenture capital partnerCorporate development analystInvestor relations analystInvestor relations managerDirector of corporate development
Sectors where it is common
ToolGrail gives general information about AI tools. It is not financial, investment, tax, legal, medical or other professional advice, and a listing is not an endorsement. No paid ranking. Catalog updated 2026-11-13; each tool shows its own review date and evidence level. Tool fit is an editorial suggestion based on published capabilities. See sources & methodology →