Your Deal Data + Your AI, Working as One
Connect ChatGPT, Claude, Copilot, or any other AI tools directly to DealRoom so your team can analyze documents, research targets, and update deals faster with less manual work
Powering $255b+ in M&A transactions for the world’s leading Corp Dev teams
“DealRoom has been a game changer for us. We rolled out DealRoom at the start of 2024, and it's massively changed our M&A process.”
“From my perspective, DealRoom is a platform that’s tailor-made for M&A interactions. We’re able to log contacts, email correspondence, and status updates—whatever you want, however you want to use it.”
"I’m a longtime DealRoom user and I’m happy to talk about our great experience with it. We used DealRoom as our data room for an eleven-figure deal."
“The real win on our side has been speed and organization. DealRoom really allowed us to formalize our process.”
"Our team can now communicate directly with the target company on specific request items and get answers in real time. There's great visibility and it has significantly reduced time spent on email exchanges. DealRoom has been a huge time saver."
“ROI is 10x what we spent on the platform, with deals closing quicker and at a higher success rate.”
"With DealRoom, I can deliver significantly more information to management, enabling better and clearer decision-making."
"DealRoom has become the backbone of our diligence process — connecting the PE team, the operating company, and the seller in one shared space. That transparency keeps everything moving efficiently."
"DealRoom's MCP let us build a live, interactive reasoning dashboard to manage a complicated bi-directional diligence process. Took minutes instead of days. For a finance team running a dozen acquisitions in parallel, that's the unlock. The bigger upside is connecting this to our other data domains and reasoning across all of it in one place."
What is the DealRoom MCP?
DealRoom MCP (Model Context Protocol) connects AI tools like Claude, ChatGpt, Copilot and more directly to DealRoom, so AI can securely work with your deal data in real time
AI tools & agents
ChatGPT
Claude
Gemini
Copilot
Create a request in your AI —it runs in DealRoom via MCP
DealRoom MCP
Get data back and create documents or tasks
Use AI to manage your pipeline
Diligence Document Analysis & Write-Back
Analyze diligence documents directly from your DealRoom data room and write findings back automatically, with source citations attached. No downloads. No manual updates
Review customer contracts in the data room and flag unusual legal risks, customer concentration issues, and missing compliance terms
- 14 risks identified
- 3 findings created
- Source citations attached
Market & Target Research
Research targets in Claude or ChatGPT and automatically create or update DealRoom records, attaching market notes, source links, and deal context
Research vertical SaaS healthcare companies under $50M ARR and create new pipeline entries with market notes attached
- 8 new targets added to the pipeline
- Market context attached
- Source links saved
Pipeline Analysis & Reporting
Use the DealRoom MCP to ask AI to analyze your pipeline and instantly generate leadership-ready summaries, cross-deal insights, and portfolio analysis
Generate a leadership-ready pipeline summary highlighting stalled deals, risks, and top opportunities
- Pipeline summary generated
- 6 deals flagged at risk
- Executive report ready
Room Setup at LOI
Create a fully configured diligence room, folder structure, and request list from a single prompt using your templates and prior deals
Create a diligence room for Project Atlas using our healthcare acquisition template and generate the initial request list
- Pipeline summary generated
- 6 deals flagged at risk
- Executive report ready
Teaser parsing and pipeline entry
Upload an inbound teaser and let AI extract deal details, check for duplicate records, and create a deal record automatically
Research vertical SaaS healthcare companies under $50M ARR and create new pipeline entries with market notes attached
- 14 risks identified
- 3 findings created
- Source citations attached
How it works
Connect once
Set up DealRoom MCP with Claude, ChatGPT, Copilot, or your preferred AI
Ask AI naturally
Set up DealRoom MCP with Claude, ChatGPT, Copilot, or your preferred AI
Get instant results
Set up DealRoom MCP with Claude, ChatGPT, Copilot, or your preferred AI
Get Started
Here are a few usecase to help you start using the DealRoom MCP with Claude, ChatGPT, Copilot, or your preferred AI.
Research vertical SaaS healthcare companies under $50M ARR and create new deal records in DealRoom.
Summarize all open diligence requests for [Project Name]
and identify which items are blocking progress.
Analyze financial statements in the data room of [Project Name] and flag unusual revenue trends, margin changes, 
or inconsistencies
Generate a leadership-ready pipeline summary with deal stage changes, risks, and recommended next steps
Analyze [Project Name] customer contracts and create DealRoom findings with source citations attached
Review the full pipeline and identify stalled deals, missing next steps, and high-priority opportunities.
See DealRoom MCP in Action
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