M&A Software Solutions

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    Erin Gray

    When it comes to managing due diligence and integrations, what technology do you use to stay organized and on track?


    Forum utilize a variety of technology tools to manage due diligence and integrations efficiently. Forum primary tools include project management software, collaboration platforms, and document management systems. These tools help us stay organized, track progress, and ensure effective communication among team members. Additionally, Forum leverage automation tools to streamline repetitive tasks and improve efficiency in the process. Overall, our technology stack enables us to stay on track and manage due diligence and integrations effectively.

    Best regard,


    Following this question as I am also interested in M&A (IT) Tools.


    We manage these projects using Microsoft Project Online.


    It’s quite interesting, are there any software which M&A folks use (besides the PPT, excel)?
    And these software will make the whole progress easier per se.

    Lisa Hall

    We leverage program management software, a document repository and Excel. I’d also love to know if there are any tools specific to M&A that have been helpful.

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