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Refinitiv Deals Intelligence from Refinitiv (LSEG)
Complete M&A transaction database with deal analytics, company screening, league tables, and advisory rankings. Includes valuation metrics, premium analysis, synergy expectations, and post-deal performance tracking with customizable reports.
Product analysis by function
M&A Advisory Tools for Investment Banking
Solutions that support the mergers and acquisitions process from target identification to deal completion.
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Deal Sourcing
(7 Yes /7 Known /10 Possible features)
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Target Database Integration Ability to integrate and access comprehensive databases of potential M&A targets. |
Refinitiv Deals Intelligence is explicitly a comprehensive database of M&A transactions and targets. | |
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Advanced Search Filters Robust filtering options to refine deal searches based on sector, deal size, geography, etc. |
Advanced screening and filtering are advertised for sector, region, size, etc. | |
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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. |
Product offers customizable deal alerts and notifications for changes in the M&A landscape. | |
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CRM Integration Integration with customer relationship management tools for pipeline tracking. |
No information available | |
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Company Profiling Automated generation of comprehensive company profiles. |
Generates profiles for companies, deals, and advisors automatically as part of its reporting. | |
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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. |
Product links to newswires, filings, and external market data sources. | |
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Collaborative Deal Sharing Ability to share deal insights internally and externally with partners. |
Analytics and reporting features allow sharing of deal and league table data internally and externally. | |
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Pipeline Visualization Graphical representation of the deal pipeline and stages. |
Customizable dashboards and pipeline analytics offer visualization of stages and deal funnels. |
Valuation Tools
(6 Yes /6 Known /10 Possible features)
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Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses. |
Includes extensive comparable company and transaction analysis. | |
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Precedent Transaction Analysis Database of historical deals for benchmarking. |
History of precedent transactions is a core research asset of the platform. | |
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Discounted Cash Flow (DCF) Analysis Automated projections, scenario modeling, and calculation of DCF models. |
No information available | |
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Valuation Multiples Library Access to industry-standard valuation multiples. |
Industry-standard multiples available in any deal search or league table. | |
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Sensitivity Analysis Built-in tools to model and graph how changes in assumptions impact value. |
No information available | |
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Integration with Market Data Real-time pull of market data for valuations. |
Integrates with live market feeds via parent organization (LSEG/Refinitiv). | |
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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. |
Extensive downloadable/exportable report templates. | |
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Audit Trail for Valuation Inputs Logged changes and history for all key data used in valuation. |
No information available | |
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Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches. |
Custom metrics and report configuration available. |
Due Diligence Management
(1 Yes /1 Known /10 Possible features)
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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. |
Cloud-based SaaS platform is accessible on web and mobile browser; native apps not explicitly confirmed. |
Collaboration and Workflow
(5 Yes /5 Known /10 Possible features)
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Task Assignment Features for delegating and tracking tasks among deal team members. |
No information available | |
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Progress Tracking Visual progress indicators and tracking dashboards. |
Dashboards and reporting allow for deal progress tracking and indicators. | |
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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. |
Product offers alerting and notifications as part of user workflow for deal changes. | |
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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. |
Reporting modules provide extensive user and activity metrics. | |
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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. |
Template libraries available for league tables, company/industry snapshots, and reporting. | |
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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. |
Reports and league tables support user comments and sharing. |
Integration & Interoperability
(7 Yes /7 Known /10 Possible features)
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APIs for Data Exchange Availability of public/private APIs for seamless data transfer with other tools. |
Refinitiv's data offerings always support API access for integration. | |
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Market Data Integration Out-of-the-box connections to market data providers. |
Integrated market data is a key differentiator for Refinitiv products. | |
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Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office. |
Exports and integrations with Microsoft Office are enabled for reporting. | |
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Single Sign-On (SSO) Support for enterprise authentication and identity management. |
SSO is supported for enterprise customers. | |
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ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc. |
ERP/CRM integration such as Salesforce is available. | |
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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. |
Custom field mapping is supported in integrations. | |
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Mobile App Integration Ability to extend platform functionality to mobile applications. |
Platform is responsive for mobile; native mobile app not confirmed. | |
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Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions. |
No information available |
Security & Compliance
(7 Yes /7 Known /10 Possible features)
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End-to-End Encryption All communications and stored data are protected with robust encryption. |
LSEG/Refinitiv emphasizes end-to-end encryption and enterprise-grade security. | |
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Multi-Factor Authentication Support for additional layers of authentication for user access. |
Multi-factor authentication enabled for enterprise deployments. | |
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Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance. |
Refinitiv is SOC 2, ISO 27001, and GDPR compliant. | |
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Data Residency Options Ability to select geographic location for data storage. |
Refinitiv offers data residency options for cloud data based on client demand. | |
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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 and permissions-based access control is a standard enterprise security feature. | |
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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 trail and detailed activity logging are core for compliance. | |
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Secure Data Backups Automated, encrypted backups and restoration procedures. |
Daily or periodic secure data backup is standard. | |
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Penetration Testing Frequency Frequency of scheduled independent security tests. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
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Dashboard Customization Ability to tailor dashboards to specific deal metrics and KPIs. |
Custom dashboards and KPI tracking available; highly configurable analytics. | |
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Automated Reporting Scheduled, auto-generated reports on deals and pipeline. |
Automated and scheduled reporting offered. | |
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Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint. |
Exports to PDF, Excel, PPT supported. | |
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Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons. |
Benchmarks and league tables included for analytics. | |
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Custom KPI Tracking User-defined performance metrics and visualization. |
User-definable KPIs and data visualization options in dashboards. | |
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Data Visualization Options Range of charts, graphs, and data representations. |
Various charting and analytics dashboarding options. | |
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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 deal trend analysis is a standard analytics capability. | |
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Integration with BI Tools Direct connections to tools like Tableau, Power BI, etc. |
Integration with BI tools (Power BI, Tableau, etc.) is offered. | |
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Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds. |
No information available |
User Interface & Usability
(7 Yes /7 Known /10 Possible features)
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Intuitive Navigation Logical organization and minimal learning curve of the platform. |
Emphasis on intuitive design and navigation for all users. | |
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Role-specific Dashboards Dashboard views tailored to specific user roles (analyst, MD, client, etc.). |
Tailored dashboards by department/role supported in Refinitiv platforms. | |
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Multi-language Support Availability in multiple languages for international teams. |
Multi-language availability included for global deployment. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
Enterprise software accessible and WCAG standards followed by LSEG/Refinitiv. | |
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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. |
Layout and report customization available to users and admins. | |
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Dark Mode/Theme Options Choice of color schemes, including dark mode. |
No information available | |
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Drag-and-Drop Functionality Use of drag-and-drop interface elements for managing files and tasks. |
No information available | |
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Help & Documentation Comprehensive user help, guides, and tooltips. |
Comprehensive help center and documentation are available on the platform and site. | |
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Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile. |
Responsive web UI across desktop, tablet, and mobile browser. |
Client Engagement Tools
(4 Yes /4 Known /10 Possible features)
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Client Portal Access Dedicated and branded client-facing portal for deal tracking. |
No information 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/advisor reporting available and configurable. | |
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White-label Branding Ability to apply bank or advisory firm's branding throughout the platform. |
White-labeling available for enterprise clients. | |
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Client Access Management Granular controls over what clients can see or do. |
Granular permission controls available for client-side access. | |
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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. |
Calendar/scheduling and meeting linkage features often provided. | |
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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 |
Implementation & Support
(7 Yes /7 Known /10 Possible features)
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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 account and support managers available for clients. | |
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24/7 Technical Support Round-the-clock support and troubleshooting. |
24/7 support offered to institutional customers. | |
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In-platform Help Desk Ability to submit and track support tickets within the application. |
In-platform help desk and ticketing are standard. | |
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Onboarding Training Modules Structured learning resources for new users. |
Structured e-learning/onboarding modules for large clients. | |
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Knowledge Base Availability Comprehensive wiki or library of product documentation. |
Extensive knowledge base and support documentation online. | |
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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. |
Large active user/developer community for Refinitiv APIs and platforms. | |
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Customization Support Availability of professional services for custom features or workflows. |
Professional services for customization always available via contract. | |
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SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues. |
No information available |
Scalability & Performance
(3 Yes /3 Known /10 Possible features)
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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. |
Elastic compute/back-end scaling part of modern Refinitiv platforms. | |
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Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity. |
Enterprise business continuity and failover protocols in place. | |
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Geographic Data Distribution Multi-region data center availability for disaster recovery. |
Refinitiv datacenters have global/regional redundancy. | |
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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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