For industrial-strength M&A

What's new in EKNOW M&A Software Tools

M&A Tools r.25/26

Overview

  1. New chart, dashboard & reporting features
  2. Even faster configuration
  3. Playbooks, playbooks, playbooks!
  4. Live document integration features
  5. Easy filter / search / change tracking
  6. Fun & powerful productivity features
  7. New value capture features
  8. Data Room: Simpler, yet more powerful
  9. M&A Tools Business Tier
  10. M&A Tools Small Team Tier
  11. All new r26 for consultant partners
Release 26

New charts, dashboard & reporting

  • New chart & report types
  • Fully automatic + custom chart legends
  • New chart data interactions
  • More Gantt views
  • New  Dependency Matrix view
  • New Bubble Swim-Lane views
  • New Kanban views
  • New EKNOW API use cases supported
Release 26

Even faster configuration

  • Typical mods (already fast!) now 3X - 10X faster
  • Allows real-time collaboration w / your EKNOW team
  • Config mods made directly, in-context, for the first time
  • EKNOW config support still bundled
  • Optional partner training for even more autonomy
Release 26

Playbooks, playbooks, playbooks!

  • New playbooks per deal type / project type
  • Playbooks per team type: deal, diligence, & PMI
  • Modular PMI consultant playbook framework
  • New improved deal playbook structure
  • New playbook & progress reporting
  • New playbook document features
  • New playbook document workflows
Release 25/26

Live document integration features

  • Huge, instant document previews
  • Live in-system collaboration
  • Live documents as in-line content
  • Simplified key document workflow(s)
  • Extensive .zip archive features (up/down/etc.)
  • Unify local, linked, & external documents
  • Full role- & project-based access control
  • Document interactions log
Release 26

Easy filter / search / change tracking

  • New direct, full-text report search
  • New column-based filtering – even better than .XLXS
  • Quick date search on before, after, between, and more
  • Combine with change tracking
  • Name & save filter shortcuts. Re-apply in 1 click
Release 25/26

Fun & powerful productivity features

  • Greatly expanded drag-and-drop support
  • Slick document integrations drive efficiencies
  • Mass updates in just 2 clicks
  • Select task predecessors now in just 1 click!
  • Time-saving direct list actions (ask for demo!)
  • Key data surface-visible – fewer clicks to drill-down
  • Create-from-Template: Now simple & universal
Release 26

New value capture features

Manage top-down opportunities, bottom-up detail, or both. For synergies, costs, budgets, & other impacts. Simple review & approval workflows.

  • New: Easily populate long series in 2 clicks
  • New: FY- or calendar-based reports, charts, etc.
  • New: Review / update selected time slice or pivot
  • New .XLSX features & integrations (see a demo!)
  • New: Streamlined value opportunity module: no longer requires Enterprise tier!
Release 26

Data Room: Simpler, yet more powerful

  • Automatic data room per deal or project
  • Simplify mgmt of internal, advisor, counterparty users
  • Document interaction logs: easy to read, filter, audit
  • Access-controlled document sharing, collaboration
  • Email alerts of new documents, responses, comments
Release 26

M&ATools Business Tier

  • No longer a repackage of M&A Tools Enterprise
  • New, ground-up, single-workspace design
  • Easy to use, explore & discover with little training
  • Full life-cycle, or any subset or stage
  • Manage opportunities, deal execution, DD, PMI & more
  • Finally democratizes the Value Opportunity module
  • Simplicity sweet spot between Small Team & Enterprise
Release 26

M&ATools Small Team Tier

  • No longer a mini-repackage of M&A Tools Enterprise
  • Massively simplified, ground-up single-page design
  • Easy to use, explore & discover without training
  • Adoptable by almost any group or budget
  • Full M&A life-cycle, or enable specific stages
  • Manage opportunities, deal execution, DD, PMI & more
Release 26

All new r26 for management consultant partners

  • Your own branded tool, solutions & playbooks
  • Extraordinary flexibility & reaction speed
  • Modular tools for M&A / PMI /DD / transformation etc.
  • Singular, mission-focused solution per client project
  • Delight your most challenging & demanding clients
  • EK deploys globally in hours (incl. KSA)
  • Bundled hypercare, configuration, admin, support
  • Seasoned team, shoulder-to-shoulder collaboration
  • Internal / 3rd-party solutions do not compare
  • Designed for management consultants

What's new in EKNOW M&A Software Tools

M&A Tools r.23/24

Release 24

Killer performance

Without a doubt, the most tangible upgrades in v.23-24 are the end-to-end performance optimizations.

In view after view, windows, tools and pages appear instantaneously. Report data begins loading immediately and completes quickly.

The time to create, modify, and save data is a fraction of earlier releases.

If you haven't seen EKNOW M&A Software Tools lately, you haven't seen M&A Tools. Contact EKNOW for a live demo in a production-spec system.

New “Enterprise+” bundle

The largest EKNOW client organizations have special needs. In 2021 EKNOW began developing an offering to meet these needs.

With Release 24, the EKNOW Enterprise+ tier is formally available.

Enterprise+ begins with higher support levels and greater system capacity and speed. Custom IT integrations are available via the EKNOW API, as well as on-premises hosting options.

Enterprise+ provides twice the monthly support, a longer set-up "runway," and the option to request special projects that would otherwise be out of scope.

If Enterprise+ may be a fit for your organization, see the How to Buy page for more information. Then contact EKNOW for complete details.

Deal Pipeline workspace

New for v.24, "Pipeline-Only" pricing is available at all 4 tiers of system and support bundle.

Release 24 also greatly expands the corporate development and deal execution functionality in M&A Tools.

With M&A Software Tools v.24, track not only target opportunities, but optionally manage relationships with sources, advisors, bankers, PE firms, and VC or investors.

Manage contacts, communications, actions and documents for any or all of the above.

As always, create deals or projects for any opportunity. Clone project templates from your library of playbooks, diligence checklists, and integration plans. Capture required approvals and work flows right in the system.

Report on activity, playbook progress, forecasts, deal status, past deal performance, and much more.

How to Buy
2

Intuitive new "Workspaces"

As EKNOW capabilities multiplied, the M&A Software Tools navigation menu grew longer and deeper.

The antidote is here, in v.24. M&A Software Tools are now organized into simpler, role-specific Workspaces. Workspaces include Deal Pipeline, Diligence, Integration, Administrator, and more.

Each workspace contains just the reports and data needed by its users. Navigation options are minimized and more intuitive. While power users can open multiple workspaces, or switch between them instantly.

Countless UI enhancements

Goals for Release 24 included immediate responsiveness to user actions, and a more fluid experience generally.

Selected pages and tabs now appear almost instantly. Most page reloads are completely eliminated.

New popover UI elements for data entry, search, etc. now appear instantaneously.

The main navigation menu gains many client-requested features, and a more intuitive organization around the new M&A Tools Workspaces.

More out-of-the-box reports

Each of the major Workspaces gains its own dedicated Reports module. Report tabs include e.g. Dashboard, Milestones, Status Reports, Timeline, and Calendar views, as well as others specific to each workspace.

Reports include cross-portfolio, multi-project views and summaries, as well as project-by-project, deal-specific reports.

New reports can be endlessly customized with the new Dashboard Elements feature.

Reports can be leveraged as live, interactive tools, or generated in print format.

New & improved systems

M&A Software Tools Release 24 is also accompanied by system-level developments: New data centers, hosting options, and systems. Including on-premises hosting. A revamped server stack. More data protection infrastructure. Updated SSO framework and options. Increased off-site backup frequency.

And lastly, upgraded server hardware: Even base EKNOW servers are 25% faster. Enterprise+ servers have over 200% of our previous Enterprise throughput. All before factoring in the massive performance gains of the Release 24 web application.

EKNOW JSON API

In Beta for release 23, now in production with release 24!

Enterprise+ clients receive access to the EKNOW JSON REST API, documentation, and one-on-one support.

Push or pull data directly into / out of your EKNOW system. Integrate your data lake or individual systems: IT, HR, Compliance, CRM, and more.

Enjoy any number of fully access controlled API integrations, each with its own uniquely defined permissions.