FactSet
FactSet is a technology and data company that delivers comprehensive software solutions and financial data to investment professionals worldwide. By providing a unified platform, FactSet enables users to access essential information about global markets, public and private companies, as well as equity and fixed-income portfolios. Its tools facilitate portfolio analysis, allowing clients to effectively measure investment performance, assess risk, and evaluate exposure and attribution. With a focus on flexibility and user-friendly design, FactSet supports its clients in making informed investment decisions through instant access to critical analytics and market insights.
Top Stages
Past deals in Presentation Software
TableTop Data
Acquisition in 2025
TableTop Data builds software tools to save finance professionals time on presentation tasks.
DealMaven
Acquisition in 2008
DealMaven is a provider of productivity tools designed specifically for finance professionals, particularly investment bankers. The company offers add-ins for Microsoft Office applications such as Excel, PowerPoint, and Word, which enhance the workflow by allowing users to gather, analyze, check, and present quantitative data with greater efficiency and reduced costs. Additionally, DealMaven has implemented a financial analysis training program utilized by several leading investment banks, further supporting the development of skills essential for the industry. Through its innovative solutions, DealMaven aims to streamline the processes involved in financial analysis and presentation.
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