Advisors

Outsmart Your Competitors

Ensure what started has the best chance of success. Do better diligence with DealRoom.

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Stay Ahead of Your Competitors

Too many advisors today are letting decades-old processes negatively impact the outcomes of their deals. Their “proprietary” methodology still uses Excel to manually supervise diligence, while sending sensitive information via unsecuredunsecure email servers.Physical data rooms, like VDR’s, are no longer the best tools for the M&A process. Join modern advisors who leverage technology to deliver greater value to their clients.

Request Tickets
Assign Responsibilities

Delegate assignees, followers, and reviewers, and be notified on task completion.

Live-Link Documents
Follow Critical Dialogue

Never search through indexes to find conversations and final decisions.

Visual Request Lists
Visual Request Lists

Live updates, fewer emails and organized delegation all in one place

Simple Permissions
Simple Permissions

Control documents and files access with four simple permissions.

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Smarter Analytics: Be Proactive, Not Reactive

Using a complicated, time-consuming manual process leads to costly oversight. Traditional advisors struggle to properly prepare their clients and give them all the information they need. 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. Everyone can access all necessary information in one place, instead of across multiple platforms. Because of this, important data is captured such as buyer engagement, user activity, and more.
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Smart Request Analytics

Smart Request Analytics

Track activities that matter most and catch concerns.

Instant Recall

Instant Recall

Eliminate and answer duplicate requests in 1-click.

Shared Space

Shared Space

Work like you’re in the same office as your client.

Post-Close Success

Traditional 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.

Diligence Insight Rollover

Diligence Insight Rollover

Buyers can outline a deal’s synergies before close.

Integration Labels

Integration Labels

Highlight the most important integration questions.

Dependencies

Integration Labels

Know where the integration roadblocks are and stay on schedule.

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Request a free trial today to see what DealRoom can do for you.