Ratings and Reviews 67 Ratings

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Ratings and Reviews 1 Rating

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What is DealRoom?

DealRoom serves as a comprehensive lifecycle management platform tailored for professionals engaged in intricate financial transactions such as mergers and acquisitions (M&A), providing secure data storage, diligence oversight, and efficient pipeline management while also facilitating overall project coordination. The primary objective of our platform is to enhance the M&A experience for teams, promoting innovation and ensuring that the original intentions behind deals are preserved and executed effectively. DealRoom was founded in response to the inherent complexities and unpredictability of M&A processes, which often start with aspirations for innovation and value creation through the fusion of diverse entities but can lose sight of these goals as the transactions expand in scale and volume. By fostering a more collaborative and equitable environment, DealRoom seeks to realign the focus on the initial vision of innovation in the M&A landscape. In our mission to streamline this process, we distinguish ourselves from competitors by offering project management tools that address and rectify common inefficiencies, such as reliance on Excel spreadsheets, fragmented email exchanges, and the risks associated with insecure file sharing. Ultimately, our approach not only enhances productivity but also helps teams maintain clarity and coherence throughout the complex M&A journey.

What is 4Degrees?

4Degrees provides smart solutions for managing deals and relationships, enabling your team to maximize their professional connections effectively. The platform integrates intuitive network searching with automated data entry and smart alerts, ensuring you capitalize on every opportunity to forge connections or finalize deals. By leveraging 4Degrees, you can fully harness the potential of your network! Our CRM software is commonly utilized in various fields, including: - Venture Capital - Private Equity - Mergers and Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, showcasing its versatility across different industries.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Outlook
Slack
Airtable
Asana
Evernote
Facebook
Formstack
Gmail
Jira Service Management
LinkedIn
Mailchimp
NetSuite
Pipedrive
PitchBook
Salesforce
Syfter
Wufoo
Zendesk
monday AI work platform

Integrations Supported

Microsoft 365
Microsoft Outlook
Slack
Airtable
Asana
Evernote
Facebook
Formstack
Gmail
Jira Service Management
LinkedIn
Mailchimp
NetSuite
Pipedrive
PitchBook
Salesforce
Syfter
Wufoo
Zendesk
monday AI work platform

API Availability

Has API

API Availability

Has API

Pricing Information

$1000.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DealRoom

Date Founded

2012

Company Location

United States

Company Website

dealroom.net

Company Facts

Organization Name

4Degrees

Date Founded

2017

Company Location

United States

Company Website

4degrees.ai/

Categories and Features

Data Governance

Access Control
Data Discovery
Data Mapping
Data Profiling
Deletion Management
Email Management
Policy Management
Process Management
Roles Management
Storage Management

M&A

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Categories and Features

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

M&A

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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