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What is Foleo?

Foleo acts as a sophisticated platform designed for the distribution of investment opportunities, specifically catering to agents in the field. Despite the abundance of documents and potential buyers associated with each investment, many teams still depend on outdated tools such as email and Dropbox for file sharing. Foleo addresses these inefficiencies by providing a centralized location for all materials related to deals. Users have the capability to easily revoke file access whenever needed, and the platform supports in-browser viewing while preventing downloads. Moreover, it features a new device validation process via email, further bolstering security measures. This cutting-edge solution not only streamlines the distribution of investment deals but also enhances operational efficiency and protects sensitive data from unauthorized access. As a result, agents can focus more on building relationships and closing deals rather than getting bogged down by outdated methods of communication.

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.

Media

Media

Integrations Supported

Microsoft 365
Microsoft Outlook
NetSuite
Salesforce
Scalestack
Slack
Syfter

Integrations Supported

Microsoft 365
Microsoft Outlook
NetSuite
Salesforce
Scalestack
Slack
Syfter

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1000.00/month
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

Huddle Digital

Date Founded

2015

Company Location

United Kingdom

Company Website

getfoleo.com

Company Facts

Organization Name

DealRoom

Date Founded

2012

Company Location

United States

Company Website

dealroom.net

Categories and Features

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

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

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