Workflow
What job the product is designed to perform and where it sits in a finance or transaction process.
← Back to the tools index Editorial methodology
Useful profiles require visible rules.
Amafi helps finance and deal professionals understand where software fits. We describe products, identify limits and link the evidence. We do not sell rankings or present inclusion as endorsement.
Version 1.2 · Effective 21 August 2026
01 · Scope
What belongs in the index.
The index covers software and data products used in M&A, private capital, investment banking, corporate development, transaction diligence and adjacent finance workflows. A product does not need to use generative AI, but it must solve a recognizable finance or transaction job.
General productivity tools may be excluded unless their finance-specific deployment is material and documented. Advisory firms, law firms and other service providers are not listed as software. When a reader needs human advice, Amafi presents that as a separate handoff.
02 · Selection
How a product is selected.
Amafi may add a profile when at least one of these conditions is met:
- The product appears in real search demand or existing Amafi research.
- It fills a meaningful gap in a workflow category already used by deal teams.
- A provider submits enough first-party evidence for an editorial review.
- A reader requests a comparison or correction that would materially improve the index.
Inclusion is descriptive—not a certification.
Amafi does not independently audit product security, data quality, customer outcomes or legal compliance unless a profile expressly documents that separate work.
03 · Provider submissions
Providers can list their tools, subject to review.
Submitting a tool or factual update is free. The provider supplies product facts and links to evidence; Amafi verifies the submission, chooses whether it adds reader value and writes the public assessment.
Submissions are private and excluded from search engines while awaiting review. Providers cannot automatically create public pages, control editorial conclusions or require publication. Repeated, unverifiable or promotional claims may be declined.
Submit a new tool →Claim or update an existing profile →
04 · Review fields
The same questions for every profile.
Best fit
The team type, operating context and problem most consistent with the product’s published design.
Fit limits
Adjacent jobs the product does not appear designed to replace.
Pricing signal
Whether useful public pricing, a free tier, a trial or only a sales route is visible.
Evidence
The first-party product source used and the date Amafi last reviewed it.
Conflicts
Ownership, sponsorship, affiliate or other commercial relationships relevant to the profile.
“Best for” is a product-fit observation, not a claim that the tool is objectively best. “May not fit” identifies a category boundary; it is not a negative quality judgment.
05 · Ordering
No paid leaderboard.
The main directory is grouped and filtered by workflow category. Amafi may feature a small number of profiles to make the index easier to navigate, based on category coverage, reader demand and editorial usefulness. Payment does not determine directory order, featured status or an assessment.
Amafi does not currently publish numerical product ratings. False precision is especially risky when enterprise features and prices vary by contract, geography and implementation.
06 · Commercial relationships
Commercial context must be obvious.
At launch, Amafi does not charge for basic inclusion. If sponsorships, affiliate arrangements or paid enhanced profiles are introduced, they will be labeled on the relevant page and will not purchase a rating or favorable editorial conclusion.
A provider may supply more complete factual information, but the same profile template, sourcing rules and disclosure requirements continue to apply.
07 · Verified contributions
Identity, facts and experience stay separate.
Amafi operates verified provider profiles and verified-user deployment notes through its secure portal. Email verification establishes control of an inbox. Work verification is a separate company-domain or manual identity check. Neither makes a submitted claim true or turns it into an endorsement.
Provider-confirmed facts, Amafi’s editorial assessment and verified-user experience are visibly separated and independently dated. User contributions are structured, conflict-disclosed and moderated rather than converted into anonymous star ratings or a paid leaderboard.
Private material is not public profile evidence.
Fundraising presentations and other controlled documents require work-verified accounts, short-lived links and access logs. They do not enter public search or read-only MCP results. Public provider uploads still require moderation before release.
08 · Ownership disclosure
Amafi and MergerMatch share ownership.
MergerMatch is an affiliated transaction platform and therefore creates a direct commercial conflict. Its profile carries a visible disclosure. MergerMatch does not receive a hidden score or automatic ranking advantage, and readers are given its official product source alongside Amafi’s assessment.
Lyndon Advisory is also part of the broader operating portfolio. It is not listed as software. It appears only where readers may need human valuation or M&A advice, with the handoff clearly labeled.
09 · Corrections
Facts change. Profiles show their age.
Every profile displays a last-reviewed date and primary source. Providers and readers can submit corrections through the same review form. Amafi may update a factual field immediately when support is clear; a material editorial change requires a new review of the profile as a whole.
If you are making a purchasing or transaction decision, verify current features, pricing, security and contract terms directly with the provider. The index is a research starting point, not personalized financial, legal, security or procurement advice.
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