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Comprehensive M&A data and analytics including deal comparables, transaction multiples, advisory league tables, and screening tools. Offers predictive analytics, target screening, deal modeling capabilities, and integration with Microsoft Office.
Solutions that support the mergers and acquisitions process from target identification to deal completion.
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Target Database Integration Ability to integrate and access comprehensive databases of potential M&A targets. |
FactSet offers screening tools and access to a large database of M&A targets. | |
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Advanced Search Filters Robust filtering options to refine deal searches based on sector, deal size, geography, etc. |
Advanced search filters mentioned as part of screening tools. | |
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Automated Lead Scoring System automatically scores potential deals based on user-defined criteria. |
No information available | |
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Deal Alert Notifications Automated alerts for new deals or relevant changes. |
Deal alert notifications are typically part of FactSet's M&A platform as part of its configurable alerts. | |
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CRM Integration Integration with customer relationship management tools for pipeline tracking. |
FactSet integrates with major CRMs like Salesforce. | |
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Company Profiling Automated generation of comprehensive company profiles. |
Automated generation of company profiles part of FactSet fundamentals and detailed company data. | |
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Data Refresh Frequency How often the deal or target data is automatically updated within the platform. |
No information available | |
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External Data Source Links Direct connections to external financial and market data sources. |
FactSet links directly to market and financial data sources. | |
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Collaborative Deal Sharing Ability to share deal insights internally and externally with partners. |
Collaborative deal sharing and secure distribution of insights is a supported feature. | |
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Pipeline Visualization Graphical representation of the deal pipeline and stages. |
Pipeline visualization offered through dashboard and reporting modules. |
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Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses. |
Comparable company analysis (Comps) is a core feature. | |
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Precedent Transaction Analysis Database of historical deals for benchmarking. |
Precedent transaction analysis is specifically listed in product capabilities. | |
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Discounted Cash Flow (DCF) Analysis Automated projections, scenario modeling, and calculation of DCF models. |
Discounted Cash Flow (DCF) tools included for deal modeling. | |
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Valuation Multiples Library Access to industry-standard valuation multiples. |
Access to industry-standard valuation multiples is part of the database. | |
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Sensitivity Analysis Built-in tools to model and graph how changes in assumptions impact value. |
Sensitivity analysis built into scenario modeling tools. | |
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Integration with Market Data Real-time pull of market data for valuations. |
Integration with real-time market data listed as a core capability. | |
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Scenario Modeling Speed Speed with which complex scenarios can be run and compared. |
No information available | |
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Export of Valuation Reports Ability to export or print standardized valuation documents. |
Valuation and report export capability to multiple formats is standard. | |
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Audit Trail for Valuation Inputs Logged changes and history for all key data used in valuation. |
Audit trails and input records are part of document compliance, often present. | |
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Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches. |
Custom metric/calculation builders included in advanced modeling. |
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Virtual Data Room (VDR) Secure online repository for confidential document storage and sharing. |
No information available | |
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Document Indexing and Search Full-text search capabilities and customizable document organization. |
No information available | |
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Permission Controls Granular access rights for users and teams. |
No information available | |
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Audit Logging of Access Comprehensive logs of who accessed documents and when. |
No information available | |
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Bulk Upload/Download Speed Transfer speed for large-scale document uploads and downloads. |
No information available | |
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Q&A Workflow Integrated question and answer functionality for deal participants. |
No information available | |
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Automated Redaction Tools for automated removal of sensitive data from documents. |
No information available | |
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E-signature Integration Supports e-signature solutions for document execution. |
No information available | |
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Version Control Tracking and management of document versions. |
No information available | |
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Mobile Access Accessible via smartphone/tablet browsers or dedicated apps. |
Mobile/tablet responsive design documented in product overview. |
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Task Assignment Features for delegating and tracking tasks among deal team members. |
Task assignment possible through workflow modules. | |
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Progress Tracking Visual progress indicators and tracking dashboards. |
Progress tracking and dashboards are core components. | |
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Integrated Messaging Secure messaging capabilities within the platform. |
No information available | |
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Real-time Notifications Immediate alerts for activity requiring user action. |
Real-time notification settings are available in platform. | |
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Calendar and Scheduling Coordination of meetings, calls, and deadlines. |
No information available | |
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User Activity Metrics Reports on user and team activity levels. |
User and activity metrics available via reporting and analytics. | |
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Concurrent User Support Number of users who can actively collaborate at once. |
No information available | |
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Template Library Standardized templates for NDAs, LOIs, and reporting. |
Standard template libraries for LOI, NDA, etc. are available. | |
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Approval Workflow Customizable multi-stage approval processes for key documents. |
No information available | |
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Commenting and Annotation Inline discussion on documents and deal cards. |
Document commenting/annotation is typically supported. |
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APIs for Data Exchange Availability of public/private APIs for seamless data transfer with other tools. |
APIs for data exchange with other systems (CRM, Excel, etc.) are supported. | |
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Market Data Integration Out-of-the-box connections to market data providers. |
Market data integration is a hallmark of FactSet's platform. | |
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Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office. |
Integration with Microsoft Office (Excel, PowerPoint, Word) is detailed on product pages. | |
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Single Sign-On (SSO) Support for enterprise authentication and identity management. |
Single sign-on (SSO) supported for enterprise clients. | |
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ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc. |
Integration with Salesforce and other ERP/CRM possible. | |
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Custom Integration Tools Custom-built connectors or middleware support. |
No information available | |
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Data Import/Export Speed Rate of batch or bulk data import/export processes. |
No information available | |
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Data Mapping Capability Ability to define and map custom data fields between systems. |
Data mapping between FactSet and external systems possible via APIs. | |
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Mobile App Integration Ability to extend platform functionality to mobile applications. |
Mobile experiences (apps) available; integration possible with device features. | |
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Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions. |
FactSet supports plugins and a third-party ecosystem via APIs. |
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End-to-End Encryption All communications and stored data are protected with robust encryption. |
End-to-end encryption is documented for FactSet's solutions. | |
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Multi-Factor Authentication Support for additional layers of authentication for user access. |
Multi-factor authentication is available. | |
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Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance. |
SOC 2, ISO 27001, and GDPR compliance mentioned in security documentation. | |
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Data Residency Options Ability to select geographic location for data storage. |
No information available | |
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Automated User Deprovisioning Automatically revokes access for inactive or terminated users. |
No information available | |
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Role-based Access Controls Customizes feature and data access according to role. |
Role-based access controls are standard for enterprise-grade software. | |
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Data Breach Notification Speed Time taken to notify users/administrators of a data breach. |
No information available | |
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Audit Trail/Logging Detailed system logs for all operations and user activity. |
Audit logging/audit trail provided for compliance. | |
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Secure Data Backups Automated, encrypted backups and restoration procedures. |
Frequent automated secure data backups; standard industry practice. | |
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Penetration Testing Frequency Frequency of scheduled independent security tests. |
No information available |
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Dashboard Customization Ability to tailor dashboards to specific deal metrics and KPIs. |
Customizable dashboards are offered through FactSet workspaces. | |
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Automated Reporting Scheduled, auto-generated reports on deals and pipeline. |
Automated, scheduled reporting is part of the analytics suite. | |
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Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint. |
Reports exportable to Excel, PDF, PowerPoint. | |
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Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons. |
Benchmark analytics supported using FactSet's extensive industry data. | |
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Custom KPI Tracking User-defined performance metrics and visualization. |
Custom KPIs and metric tracking available through customizable analytics. | |
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Data Visualization Options Range of charts, graphs, and data representations. |
Diverse and advanced data visualization tools included. | |
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On-demand Report Generation Speed Latency when generating or updating a report. |
No information available | |
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Historical Trend Analysis Longitudinal data tracking and report capability. |
Historical trend analysis supported by FactSet's data reporting modules. | |
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Integration with BI Tools Direct connections to tools like Tableau, Power BI, etc. |
Integration with BI tools such as Power BI and Tableau available. | |
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Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds. |
Automated KPI alerting features documented. |
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Intuitive Navigation Logical organization and minimal learning curve of the platform. |
FactSet is known for intuitive navigation and ease of use. | |
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Role-specific Dashboards Dashboard views tailored to specific user roles (analyst, MD, client, etc.). |
Role-based dashboards offered, e.g., analyst view, MD view. | |
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Multi-language Support Availability in multiple languages for international teams. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
No information available | |
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User Onboarding Speed Average time for a new user to become proficient. |
No information available | |
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Customizable Layouts Option for users to personalize workspace arrangement. |
FactSet allows customizable layouts/workspaces. | |
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Dark Mode/Theme Options Choice of color schemes, including dark mode. |
Dark mode/theme options available in platform UI. | |
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Drag-and-Drop Functionality Use of drag-and-drop interface elements for managing files and tasks. |
Drag-and-drop functionality present in task and document management. | |
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Help & Documentation Comprehensive user help, guides, and tooltips. |
Comprehensive help, documentation, and user guides available. | |
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Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile. |
Responsive design for use on desktop, tablet, mobile. |
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Client Portal Access Dedicated and branded client-facing portal for deal tracking. |
Client portal with branded access is available. | |
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Secure Messaging with Clients Encrypted communication features specifically for clients. |
No information available | |
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Custom Client Reporting Tailored deliverables for client review. |
Custom client reporting options included in deliverables toolset. | |
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White-label Branding Ability to apply bank or advisory firm's branding throughout the platform. |
White-label (branding) support part of platform offer. | |
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Client Access Management Granular controls over what clients can see or do. |
Granular client access controls are provided for portal and deliverables. | |
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Client Notification Settings Configurable notification frequency and methods for clients. |
No information available | |
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Meeting and Call Integration In-app scheduling or links to video conferencing tools. |
Meeting/call scheduling integrated with tools like Outlook and Zoom. | |
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Document Watermarking Personalized watermarks for all documents viewed by clients. |
No information available | |
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Client Feedback Collection Built-in mechanisms for collecting and analyzing client feedback. |
No information available | |
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Audit Trail for Client Actions Tracking and reporting of all client interactions with materials. |
No information available |
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Implementation Support Time Average duration of initial implementation from contract to go-live. |
No information available | |
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Dedicated Support Manager Availability of an assigned support representative or team. |
Dedicated support manager or team available for enterprise clients. | |
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24/7 Technical Support Round-the-clock support and troubleshooting. |
FactSet offers 24/7 technical support globally. | |
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In-platform Help Desk Ability to submit and track support tickets within the application. |
In-platform support/help desk exists for ticket submission. | |
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Onboarding Training Modules Structured learning resources for new users. |
Structured onboarding and training modules are part of client enablement. | |
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Knowledge Base Availability Comprehensive wiki or library of product documentation. |
Online knowledge base and documentation available. | |
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Update and Release Frequency How often the software receives enhancements and updates. |
No information available | |
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Community User Forums Active forums or user groups for sharing experiences and tips. |
Active user forums and community resources provided. | |
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Customization Support Availability of professional services for custom features or workflows. |
Professional services available for workflow customization. | |
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SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues. |
No information available |
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Concurrent Deal Capacity Number of M&A processes the system can handle simultaneously. |
No information available | |
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User Load Scalability System performance as user count increases. |
No information available | |
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System Uptime Guarantee Availability percentage of the platform per year. |
No information available | |
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Data Storage Capacity Maximum amount of data the system can store per client or organization. |
No information available | |
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Response Time Under Load Average platform response time during peak usage. |
No information available | |
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Automated Resource Scaling Automatic scaling of compute or storage resources in response to usage. |
Cloud-native architecture offers automatic scaling of resources. | |
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Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity. |
Redundant infrastructure, backup and failover documented on website. | |
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Geographic Data Distribution Multi-region data center availability for disaster recovery. |
Geographically distributed data centers for disaster recovery. | |
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High-Volume Document Processing System throughput for large batches of document uploads, queries, or analysis. |
No information available | |
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API Rate Limits Number of API calls allowed per minute/hour. |
No information available |
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