M&A AI Summit

4Degrees is a relationship intelligence and deal flow CRM built by former investors for VC, PE, investment banking, M&A, and corporate development teams. It automates data capture from email, calendar, and sources like Crunchbase and PitchBook, and maps a firm's collective network to surface warm introduction paths, job-change alerts, and pipeline reporting all accessible through Gmail, Outlook, LinkedIn, Chrome, Salesforce, and mobile integrations.

Inven is an AI-powered company analysis and deal sourcing platform with data on 28M+ companies, 1M+ transactions, and 430M+ contacts across 160 countries, with particular depth in the lower-middle and middle market. Users describe what they're looking for in natural language and Inven's AI scans millions of sources to return a refined target list complete with financials, decision-maker contacts, intent-to-sell signals, and company alerts, all accessible via its web app, Chrome extension, CRM integrations, and API.

Tower is an AI-powered due diligence platform that gives every deal a dedicated workspace for collecting, organizing, and analyzing unstructured documents across financial, customer, corporate, legal, and employment matters. Its four-stage workflow (Collect, Organize, Extract, Collaborate) lets teams query thousands of documents at once and receive structured, citation-backed answers, all under SOC 2 Type II security with zero data retention and choice of U.S. or Canadian data hosting.

DealRoom is an end-to-end M&A platform powering more than $255B in transactions for 350+ corporate development and integration teams, combining Pipeline, Diligence, and Integration modules into a single source of truth for the entire deal lifecycle. Its "Buyer-Led M&A" framework and embedded DealRoom AI automatically capture pipeline updates from email, analyze diligence documents, and carry findings through to post-merger integration so synergies are realized faster.

Quikirr is a deal intelligence and financial modeling platform for private equity, investment banking, and M&A teams that ingests raw, messy financial data and automatically cleans, standardizes, and flags anomalies through its Smart Data Import and Analysis Engine. It produces the cuts deal teams run on every opportunity (ARR waterfalls, cohort analyses, unit economics, retention, and customer concentration) delivered through interactive dashboards with Excel-ready exports.

Keye is an AI-powered due diligence platform built by private equity investors for private equity investors, with funds representing $1.4T+ in AUM using the product to turn raw deal files into structured, investor-ready outputs in hours instead of days. It automates data cuts, runs real calculations, and surfaces the cohort, margin, and growth insights that drive conviction, with every output linked to its source under SOC 2 Type II, zero-retention, no-training security.

Zuva is a legal AI company that has been building contract review technology since 2011, with its tools applied to millions of contracts for many of the world's largest companies and long-established as a standard in M&A diligence. Its offerings include Zuva Analyze for contract data extraction (1,300+ pre-built AI fields), Zuva Sell-Side for M&A pre-screening reports and disclosure schedules, and a developer API that embeds the underlying contracts AI into other tools and workflows.

Tiger Team M&A pairs a Fortune 100–grown advisory practice with M&AOP, a purpose-built AI platform that orchestrates strategy, diligence, and integration across the full deal lifecycle for corporate acquirers and private equity firms. The platform anchors every workstream to a structured "Deal NorthStar" thesis, auto-generates diligence checklists, integration plans, and KPI reporting, and uses agentic capabilities to continuously monitor for strategic drift and value blockers. Advisory services span strategy and sourcing, diligence and planning, integration execution, capability building, and platform deployment: all delivered under a zero-trust, no-model-training security architecture.

Marveri is an AI platform built specifically for corporate and transactional legal work, serving M&A lawyers, investment bankers, venture lawyers, and corporate development teams. It automatically organizes and renames entire data rooms using custom conventions, maps how documents relate so missing agreements and amendments are immediately visible, and can compare 2 to 20+ documents at once to catch changes across long amendment chains — all under SOC 2 Type II security with no training on customer data.