September 14, 2024 Technology in M&A Subcommittee Meeting San Diego

The directory is now online at: TechinMandA.notion.site

• Tools now appear in multiple categories, if and as appropriate.
• Tabular view allows you to navigate to different views
  • Diligence, Drafting, Negotiating, Closing, Organization
• You can also Sort and Filter

Summary Statistics (unfortunately, not clickable)

Untitled

• Now a total of 131 tools, up from 127
• New tools added:
  • Foundation Dragon (Litera)
  • SRS Acquiom Virtual Data Room
  • Lupl
  • Dioptra
  • IntApp DealCloud
  • Wemble
• Other small changes
  • Dashboard Legal (Bloomberg) acquired by Bloomberg
  • HotDocs (Mitratech)
  • Merged HighQ products HighQ (Thomson Reuters)
• Changes and Suggestions?
  • Submission Form added!
  • Please review the Criteria for Inclusion
• Discussion
  • Category revisions - discuss example of Knowledge Management subcategory
• New project launched!
  • Technology in Practice Survey to be sent to all M&A Committee members
  • Goal is to inform the Committee on usage across these 131 technology tools
• Next steps
  • Plan is to update at each M&A Committee meeting (3x a year)
  • More volunteers are welcome but please bear with us as we figure out how to handle increasing interest in this area.