Using a complicated, time-consuming manual process leads to costly oversight. Traditional advisors struggle to prepare their clients. They are unable to make key decisions and choose which buyer is right for the deal. DealRoom enables leading industry advisors to work closer with their clients while increasing transparency. It improves their data use by giving them greater insight than spreadsheets. This helps them proactively handle risks before they become issues.
Track activities that matter most and catch concerns early.
Eliminate and answer duplicate requests in 1-click.
Work like you’re in the same office as your client.
advisors do not prepare buyers or sellers for post-closing, as buyers
do not have an integration plan early in the deal. This causes the
merged company to flounder. The company is forced to focus on
day-to-day operations, rather than future growth.
Integration and post-closing success should not be neglected. With careful planning and smarter tools, this is something that advisors can duplicate with precision. Modern advisors create value for clients by allowing them to seamlessly move from diligence to integration in a continuous workflow.
Buyers can outline a deal’s synergies before close.
Highlight the most important integration questions.
Know where the integration roadblocks are and stay on schedule.
“DealRoom offers an extremely intuitive platform that is very easy to use. It has all the features I would need in a data room provider at a very competitive price point.”
“With DealRoom, we haven’t had to exchange an excel tracker even once.”
“DealRoom has saved our team time and allowed our client to comfortably use a secure data room without having trouble understanding the platform.”