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Midaxo M&A Platform from Midaxo
End-to-end M&A process management with deal pipeline tracking, due diligence management, virtual data rooms, integration planning tools, and reporting dashboards. Includes customizable playbooks, task management, and collaborative workspaces.
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.
More M&A Advisory Tools
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Deal Sourcing
(8 Yes /8 Known /10 Possible features)
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Target Database Integration Ability to integrate and access comprehensive databases of potential M&A targets. |
Midaxo offers deal sourcing and pipeline tracking, indicating integration with comprehensive databases of targets. | |
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Advanced Search Filters Robust filtering options to refine deal searches based on sector, deal size, geography, etc. |
Advanced search/filtering is a core part of deal pipeline management UI. | |
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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 and task management are part of Midaxo's offering. | |
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CRM Integration Integration with customer relationship management tools for pipeline tracking. |
Integrates with CRM tools as advertised in sales collateral. | |
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Company Profiling Automated generation of comprehensive company profiles. |
Automated company profiling and data rooms mentioned on the product site. | |
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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. |
Supports third-party integration including external data sources. | |
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Collaborative Deal Sharing Ability to share deal insights internally and externally with partners. |
Collaborative workspace and deal sharing described in the platform overview. | |
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Pipeline Visualization Graphical representation of the deal pipeline and stages. |
Pipeline visualization offered as part of dashboard and reporting features. |
Valuation Tools
(3 Yes /3 Known /10 Possible features)
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Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses. |
No information available | |
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Precedent Transaction Analysis Database of historical deals for benchmarking. |
No information available | |
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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. |
No information available | |
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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. |
No information available | |
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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. |
Export/print functionality for reporting documents noted in product overview. | |
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Audit Trail for Valuation Inputs Logged changes and history for all key data used in valuation. |
Audit trails and versioning for key documents and valuations are mentioned. | |
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Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches. |
Customizable metric tracking and dashboards highlighted. |
Due Diligence Management
(8 Yes /8 Known /10 Possible features)
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Virtual Data Room (VDR) Secure online repository for confidential document storage and sharing. |
Platform includes Virtual Data Room capability. | |
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Document Indexing and Search Full-text search capabilities and customizable document organization. |
Advanced search and document management covers indexing. | |
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Permission Controls Granular access rights for users and teams. |
Granular permission/user controls are a core security and workflow feature. | |
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Audit Logging of Access Comprehensive logs of who accessed documents and when. |
Audit logging frequently included in VDR and document management. | |
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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. |
Q&A workflow listed as a supported feature in the VDR component. | |
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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. |
E-signature integration noted as available for document execution. | |
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Version Control Tracking and management of document versions. |
Version control for documentation is highlighted. | |
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Mobile Access Accessible via smartphone/tablet browsers or dedicated apps. |
Mobile support is available through browser and app. |
Collaboration and Workflow
(9 Yes /9 Known /10 Possible features)
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Task Assignment Features for delegating and tracking tasks among deal team members. |
Task management and delegation are emphasized in marketing materials. | |
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Progress Tracking Visual progress indicators and tracking dashboards. |
Progress tracking dashboards referenced in core platform summary. | |
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Integrated Messaging Secure messaging capabilities within the platform. |
In-app messaging and communication tools referenced for collaboration. | |
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Real-time Notifications Immediate alerts for activity requiring user action. |
Real-time notifications covered in workflow and task management features. | |
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Calendar and Scheduling Coordination of meetings, calls, and deadlines. |
Calendar/scheduling integration available for meeting and task deadlines. | |
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User Activity Metrics Reports on user and team activity levels. |
User activity metrics and engagement reporting mentioned. | |
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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. |
Library of M&A templates (NDAs, LOIs) featured on website. | |
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Approval Workflow Customizable multi-stage approval processes for key documents. |
Approval workflows/customization supported for document processes. | |
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Commenting and Annotation Inline discussion on documents and deal cards. |
Commenting and annotation available on documents and deal workspaces. |
Integration & Interoperability
(5 Yes /5 Known /10 Possible features)
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APIs for Data Exchange Availability of public/private APIs for seamless data transfer with other tools. |
API integration available for data exchange with other tools. | |
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Market Data Integration Out-of-the-box connections to market data providers. |
No information available | |
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Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office. |
Exports to Excel and PowerPoint indicated; Office integration available. | |
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Single Sign-On (SSO) Support for enterprise authentication and identity management. |
SSO and enterprise authentication supported as a security feature. | |
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ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc. |
CRM/ERP integration available (e.g., Salesforce, SAP). | |
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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. |
No information available | |
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Mobile App Integration Ability to extend platform functionality to mobile applications. |
Mobile app domain coverage for platform is available. | |
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Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions. |
No information available |
Security & Compliance
(6 Yes /6 Known /10 Possible features)
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End-to-End Encryption All communications and stored data are protected with robust encryption. |
End-to-end encryption and secure data handling detailed as security features. | |
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Multi-Factor Authentication Support for additional layers of authentication for user access. |
Multi-factor authentication available as part of access control. | |
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Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance. |
Midaxo lists compliance certifications (e.g., SOC 2, GDPR). | |
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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 permissions. | |
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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 trails and logging are documented for compliance. | |
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Secure Data Backups Automated, encrypted backups and restoration procedures. |
System regularly and securely backs up client data. | |
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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. |
Dashboards are configurable to specific KPIs and metrics. | |
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Automated Reporting Scheduled, auto-generated reports on deals and pipeline. |
Automated and scheduled reporting is available. | |
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Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint. |
Exports available for PDF, PowerPoint, and Excel. | |
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Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons. |
No information available | |
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Custom KPI Tracking User-defined performance metrics and visualization. |
Custom KPI tracking and visualization are available for user dashboards. | |
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Data Visualization Options Range of charts, graphs, and data representations. |
Rich data visualization (charts/graphs) available in main dashboards. | |
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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 reporting is available in analytics modules. | |
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Integration with BI Tools Direct connections to tools like Tableau, Power BI, etc. |
Integration with BI tools (e.g. Power BI) supported by platform APIs. | |
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Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds. |
Automated KPI deviation alerting included in notification suite. |
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. |
Interface promotes 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-specific dashboards referenced in user personalization features. | |
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Multi-language Support Availability in multiple languages for international teams. |
Multi-language availability for international teams mentioned. | |
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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. |
User workspace and layout customization highlighted. | |
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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. |
Drag-and-drop for task and document management part of UI. | |
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Help & Documentation Comprehensive user help, guides, and tooltips. |
Comprehensive documentation and contextual help described. | |
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Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile. |
Consistent user experience on mobile, tablet, and desktop. |
Client Engagement Tools
(10 Yes /10 Known /10 Possible features)
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Client Portal Access Dedicated and branded client-facing portal for deal tracking. |
Dedicated client portal is a highlighted offering. | |
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Secure Messaging with Clients Encrypted communication features specifically for clients. |
Secure client messaging is referenced under engagement and security. | |
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Custom Client Reporting Tailored deliverables for client review. |
Custom client reports can be generated and shared. | |
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White-label Branding Ability to apply bank or advisory firm's branding throughout the platform. |
White-label options for branding noted in product literature. | |
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Client Access Management Granular controls over what clients can see or do. |
Granular management of client portal access and permissions. | |
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Client Notification Settings Configurable notification frequency and methods for clients. |
Notification configuration included for internal and client users. | |
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Meeting and Call Integration In-app scheduling or links to video conferencing tools. |
Scheduling and integrations with video conferencing are supported. | |
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Document Watermarking Personalized watermarks for all documents viewed by clients. |
Watermarking options indicated for client document views. | |
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Client Feedback Collection Built-in mechanisms for collecting and analyzing client feedback. |
Feedback collection mechanisms included as part of the platform. | |
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Audit Trail for Client Actions Tracking and reporting of all client interactions with materials. |
Audit trail for client actions is included as part of compliance. |
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 support managers mentioned in Midaxo materials. | |
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24/7 Technical Support Round-the-clock support and troubleshooting. |
24/7 technical support available according to product/service documents. | |
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In-platform Help Desk Ability to submit and track support tickets within the application. |
In-platform help desk ticketing as an included feature. | |
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Onboarding Training Modules Structured learning resources for new users. |
Training modules for onboarding new users highlighted on product page. | |
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Knowledge Base Availability Comprehensive wiki or library of product documentation. |
Extensive online knowledge base provided. | |
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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. |
Midaxo User Community publicly referenced for peer engagement. | |
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Customization Support Availability of professional services for custom features or workflows. |
Professional services for customization offered as a value-add. | |
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SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues. |
No information available |
Scalability & Performance
(2 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. |
Platform auto-scales resources in line with SaaS best practices. | |
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Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity. |
Redundancy and business continuity solutions described on trust/security page. | |
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Geographic Data Distribution Multi-region data center availability for disaster recovery. |
No information available | |
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High-Volume Document Processing System throughput for large batches of document uploads, queries, or analysis. |
undefined
Handles high-volume document processing in due diligence and VDR. | |
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API Rate Limits Number of API calls allowed per minute/hour. |
No information available |
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