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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.

Pricing

Price Starts At:
$1000.00/month
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, DealRoom provides an API

Screenshots and Video

Company Facts

Company Name:
DealRoom
Date Founded:
2012
Company Location:
United States
Company Website:
dealroom.net
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

DealRoom Categories and Features

Work Management Software

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

Virtual Data Room Software

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

Task Management Software

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

Data Governance Software

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

More DealRoom Categories

DealRoom Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Associate
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great Service and Product!

    Updated: Oct 06 2021
    Summary

    Overall my experience with the user interface and product were top notch! The service and experience working with the team has always been a pleasure and so helpful during busy deal activity - definitely helps stay organized and enhance work on deal!

    Positive

    Overall the product has great technology and user interface. It is very easy to use and work with for all projects. Lots of great functionality too - great product overall!

    Negative

    Generally the product works great and there are little issues or challenges.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Account Manager
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Dealroom is a great tool for any team to have.

    Updated: Jan 19 2021
    Summary

    It’s very collaborative, with great security features that allows easy report generation. Highly recommended.

    Positive

    Dealroom certainly knows what M&A practitioners need to make their deals smoother and faster. And on top of all that, it’s cheaper than other project management tools.

    Negative

    I wish there is a mobile app for this. It will be extremely helpful especially for people like me.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Bank Manager
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    It just makes everything easy

    Date: Jan 17 2021
    Summary

    Collaborative, Cost-Efficient, end to end coverage. We don’t even need any other platforms. I love it.

    Positive

    With Dealroom, you will spend less time on administrative tasks and you can focus on what matters most in the deal. Great job Dealroom.

    Negative

    I wish we didn’t have to use emails. Notifications still use emails, so i hope there's a better way around that.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Director Corporate Development
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Solid Product

    Date: Jan 06 2021
    Summary

    Overall it is a solid product that gets the job done with no extra fringes.
    I would definitely recommend it to anyone.

    Positive

    Easy and intuitive platform to use, user friendly, it made our deals flow much smoother.
    Excellent Q&A tracking functionality.

    Negative

    Despite being easy to use, the interface is very basic and doesn't allow for multiple features to be implemented.

    Read More...
  • Reviewer Name: Ryan H.
    Position: COO
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Expensive but the Templates are worth it

    Date: Jan 06 2021
    Summary

    DealRoom has a great user experience and interface and is easy to setup and use without having to talk to a person.

    Positive

    The due diligence folder structure and template asking for common items are very very helpful. I would encourage you to test out a trial and see how they work.

    Negative

    The tool is very expensive, well, all deal rooms I looked at were.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Vice President, Tax
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    TWN

    Date: Jul 01 2021
    Summary

    I have dealt with a number of data rooms and the organization of the data and the viewing of the information available was convenient.

    Positive

    It was easy to use, received emails when new data was available and if I was in the data room I was able to look at those documents that were recently added.

    Negative

    Initially it did not leave me signed in long enough so that is I left it idle it would kick me out. I sent an email and the problem was fixed.

    Read More...
  • Reviewer Name: Kanstantsin H.
    Position: Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    User-friendly and very easy to use product

    Date: Aug 29 2019
    Summary

    We have only positive experience with DealRoom. Highly recommended for all who need m&a software

    Positive

    Very easy and simple to use, clear and modern design comparing with old-school vdrs. Amazing customer support. Always open to discuss new functionality we need.

    Negative

    Nothing actually to dislike. I'm happy with DealRoom.

    Read More...