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.

Is this your product?

More about Midaxo

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 More Investment Banking ...

Deal Sourcing
(8 Yes /8 Known /10 Possible features)

Valuation Tools
(3 Yes /3 Known /10 Possible features)

Due Diligence Management
(8 Yes /8 Known /10 Possible features)

Collaboration and Workflow
(9 Yes /9 Known /10 Possible features)

Integration & Interoperability
(5 Yes /5 Known /10 Possible features)

Security & Compliance
(6 Yes /6 Known /10 Possible features)

Analytics & Reporting
(8 Yes /8 Known /10 Possible features)

User Interface & Usability
(7 Yes /7 Known /10 Possible features)

Client Engagement Tools
(10 Yes /10 Known /10 Possible features)

Implementation & Support
(7 Yes /7 Known /10 Possible features)

Scalability & Performance
(2 Yes /3 Known /10 Possible features)

Compare

This data was generated by an AI system. Please check with the supplier. While you are talking to them, remind them that they need to update their entry.

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.
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.
Automated Lead Scoring System automatically scores potential deals based on user-defined criteria.		No information available
Deal Alert Notifications Automated alerts for new deals or relevant changes.		Deal alert notifications and task management are part of Midaxo's offering.
CRM Integration Integration with customer relationship management tools for pipeline tracking.		Integrates with CRM tools as advertised in sales collateral.
Company Profiling Automated generation of comprehensive company profiles.		Automated company profiling and data rooms mentioned on the product site.
Data Refresh Frequency How often the deal or target data is automatically updated within the platform.		No information available
External Data Source Links Direct connections to external financial and market data sources.		Supports third-party integration including external data sources.
Collaborative Deal Sharing Ability to share deal insights internally and externally with partners.		Collaborative workspace and deal sharing described in the platform overview.
Pipeline Visualization Graphical representation of the deal pipeline and stages.		Pipeline visualization offered as part of dashboard and reporting features.

Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses.		No information available
Precedent Transaction Analysis Database of historical deals for benchmarking.		No information available
Discounted Cash Flow (DCF) Analysis Automated projections, scenario modeling, and calculation of DCF models.		No information available
Valuation Multiples Library Access to industry-standard valuation multiples.		No information available
Sensitivity Analysis Built-in tools to model and graph how changes in assumptions impact value.		No information available
Integration with Market Data Real-time pull of market data for valuations.		No information available
Scenario Modeling Speed Speed with which complex scenarios can be run and compared.		No information available
Export of Valuation Reports Ability to export or print standardized valuation documents.		Export/print functionality for reporting documents noted in product overview.
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.
Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches.		Customizable metric tracking and dashboards highlighted.

Virtual Data Room (VDR) Secure online repository for confidential document storage and sharing.		Platform includes Virtual Data Room capability.
Document Indexing and Search Full-text search capabilities and customizable document organization.		Advanced search and document management covers indexing.
Permission Controls Granular access rights for users and teams.		Granular permission/user controls are a core security and workflow feature.
Audit Logging of Access Comprehensive logs of who accessed documents and when.		Audit logging frequently included in VDR and document management.
Bulk Upload/Download Speed Transfer speed for large-scale document uploads and downloads.		No information available
Q&A Workflow Integrated question and answer functionality for deal participants.		Q&A workflow listed as a supported feature in the VDR component.
Automated Redaction Tools for automated removal of sensitive data from documents.		No information available
E-signature Integration Supports e-signature solutions for document execution.		E-signature integration noted as available for document execution.
Version Control Tracking and management of document versions.		Version control for documentation is highlighted.
Mobile Access Accessible via smartphone/tablet browsers or dedicated apps.		Mobile support is available through browser and app.

Task Assignment Features for delegating and tracking tasks among deal team members.		Task management and delegation are emphasized in marketing materials.
Progress Tracking Visual progress indicators and tracking dashboards.		Progress tracking dashboards referenced in core platform summary.
Integrated Messaging Secure messaging capabilities within the platform.		In-app messaging and communication tools referenced for collaboration.
Real-time Notifications Immediate alerts for activity requiring user action.		Real-time notifications covered in workflow and task management features.
Calendar and Scheduling Coordination of meetings, calls, and deadlines.		Calendar/scheduling integration available for meeting and task deadlines.
User Activity Metrics Reports on user and team activity levels.		User activity metrics and engagement reporting mentioned.
Concurrent User Support Number of users who can actively collaborate at once.		No information available
Template Library Standardized templates for NDAs, LOIs, and reporting.		Library of M&A templates (NDAs, LOIs) featured on website.
Approval Workflow Customizable multi-stage approval processes for key documents.		Approval workflows/customization supported for document processes.
Commenting and Annotation Inline discussion on documents and deal cards.		Commenting and annotation available on documents and deal workspaces.

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.
Market Data Integration Out-of-the-box connections to market data providers.		No information available
Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office.		Exports to Excel and PowerPoint indicated; Office integration available.
Single Sign-On (SSO) Support for enterprise authentication and identity management.		SSO and enterprise authentication supported as a security feature.
ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc.		CRM/ERP integration available (e.g., Salesforce, SAP).
Custom Integration Tools Custom-built connectors or middleware support.		No information available
Data Import/Export Speed Rate of batch or bulk data import/export processes.		No information available
Data Mapping Capability Ability to define and map custom data fields between systems.		No information available
Mobile App Integration Ability to extend platform functionality to mobile applications.		Mobile app domain coverage for platform is available.
Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions.		No information available

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.
Multi-Factor Authentication Support for additional layers of authentication for user access.		Multi-factor authentication available as part of access control.
Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance.		Midaxo lists compliance certifications (e.g., SOC 2, GDPR).
Data Residency Options Ability to select geographic location for data storage.		No information available
Automated User Deprovisioning Automatically revokes access for inactive or terminated users.		No information available
Role-based Access Controls Customizes feature and data access according to role.		Role-based access controls are standard for permissions.
Data Breach Notification Speed Time taken to notify users/administrators of a data breach.		No information available
Audit Trail/Logging Detailed system logs for all operations and user activity.		Audit trails and logging are documented for compliance.
Secure Data Backups Automated, encrypted backups and restoration procedures.		System regularly and securely backs up client data.
Penetration Testing Frequency Frequency of scheduled independent security tests.		No information available

Dashboard Customization Ability to tailor dashboards to specific deal metrics and KPIs.		Dashboards are configurable to specific KPIs and metrics.
Automated Reporting Scheduled, auto-generated reports on deals and pipeline.		Automated and scheduled reporting is available.
Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint.		Exports available for PDF, PowerPoint, and Excel.
Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons.		No information available
Custom KPI Tracking User-defined performance metrics and visualization.		Custom KPI tracking and visualization are available for user dashboards.
Data Visualization Options Range of charts, graphs, and data representations.		Rich data visualization (charts/graphs) available in main dashboards.
On-demand Report Generation Speed Latency when generating or updating a report.		No information available
Historical Trend Analysis Longitudinal data tracking and report capability.		Historical trend reporting is available in analytics modules.
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.
Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds.		Automated KPI deviation alerting included in notification suite.

Intuitive Navigation Logical organization and minimal learning curve of the platform.		Interface promotes intuitive navigation and ease of use.
Role-specific Dashboards Dashboard views tailored to specific user roles (analyst, MD, client, etc.).		Role-specific dashboards referenced in user personalization features.
Multi-language Support Availability in multiple languages for international teams.		Multi-language availability for international teams mentioned.
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA).		No information available
User Onboarding Speed Average time for a new user to become proficient.		No information available
Customizable Layouts Option for users to personalize workspace arrangement.		User workspace and layout customization highlighted.
Dark Mode/Theme Options Choice of color schemes, including dark mode.		No information available
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.
Help & Documentation Comprehensive user help, guides, and tooltips.		Comprehensive documentation and contextual help described.
Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile.		Consistent user experience on mobile, tablet, and desktop.

Client Portal Access Dedicated and branded client-facing portal for deal tracking.		Dedicated client portal is a highlighted offering.
Secure Messaging with Clients Encrypted communication features specifically for clients.		Secure client messaging is referenced under engagement and security.
Custom Client Reporting Tailored deliverables for client review.		Custom client reports can be generated and shared.
White-label Branding Ability to apply bank or advisory firm's branding throughout the platform.		White-label options for branding noted in product literature.
Client Access Management Granular controls over what clients can see or do.		Granular management of client portal access and permissions.
Client Notification Settings Configurable notification frequency and methods for clients.		Notification configuration included for internal and client users.
Meeting and Call Integration In-app scheduling or links to video conferencing tools.		Scheduling and integrations with video conferencing are supported.
Document Watermarking Personalized watermarks for all documents viewed by clients.		Watermarking options indicated for client document views.
Client Feedback Collection Built-in mechanisms for collecting and analyzing client feedback.		Feedback collection mechanisms included as part of the platform.
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 Time Average duration of initial implementation from contract to go-live.		No information available
Dedicated Support Manager Availability of an assigned support representative or team.		Dedicated account support managers mentioned in Midaxo materials.
24/7 Technical Support Round-the-clock support and troubleshooting.		24/7 technical support available according to product/service documents.
In-platform Help Desk Ability to submit and track support tickets within the application.		In-platform help desk ticketing as an included feature.
Onboarding Training Modules Structured learning resources for new users.		Training modules for onboarding new users highlighted on product page.
Knowledge Base Availability Comprehensive wiki or library of product documentation.		Extensive online knowledge base provided.
Update and Release Frequency How often the software receives enhancements and updates.		No information available
Community User Forums Active forums or user groups for sharing experiences and tips.		Midaxo User Community publicly referenced for peer engagement.
Customization Support Availability of professional services for custom features or workflows.		Professional services for customization offered as a value-add.
SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues.		No information available

Concurrent Deal Capacity Number of M&A processes the system can handle simultaneously.		No information available
User Load Scalability System performance as user count increases.		No information available
System Uptime Guarantee Availability percentage of the platform per year.		No information available
Data Storage Capacity Maximum amount of data the system can store per client or organization.		No information available
Response Time Under Load Average platform response time during peak usage.		No information available
Automated Resource Scaling Automatic scaling of compute or storage resources in response to usage.		Platform auto-scales resources in line with SaaS best practices.
Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity.		Redundancy and business continuity solutions described on trust/security page.
Geographic Data Distribution Multi-region data center availability for disaster recovery.		No information available
High-Volume Document Processing System throughput for large batches of document uploads, queries, or analysis.	Handles high-volume document processing in due diligence and VDR.
API Rate Limits Number of API calls allowed per minute/hour.		No information available

Midaxo M&A Platform from Midaxo

Product analysis by function

M&A Advisory Tools for Investment Banking

Deal Sourcing (8 Yes /8 Known /10 Possible features)

Valuation Tools (3 Yes /3 Known /10 Possible features)

Due Diligence Management (8 Yes /8 Known /10 Possible features)

Collaboration and Workflow (9 Yes /9 Known /10 Possible features)

Integration & Interoperability (5 Yes /5 Known /10 Possible features)

Security & Compliance (6 Yes /6 Known /10 Possible features)

Analytics & Reporting (8 Yes /8 Known /10 Possible features)

User Interface & Usability (7 Yes /7 Known /10 Possible features)

Client Engagement Tools (10 Yes /10 Known /10 Possible features)

Implementation & Support (7 Yes /7 Known /10 Possible features)

Scalability & Performance (2 Yes /3 Known /10 Possible features)