Since it is common for teams to be working on more than one deal at a time, we offer unlimited projects to help keep everything easily accessible and organized. For example, instead of switching back and forth between Intralinks and DealRoom for two seperate deals, teams can conveniently manage both deals within our platform under one login.
As soon as a user logs in, the dashboard neatly displays every deal within the room. The dashboard shows a brief outline of the project and when each project was last updated.
We understand the importance of collaboration. Whether it be internally, or externally with your client, users need to be able to work with other users within the platform. This is why we offer unlimited users. Teams can add as many users as they need to get the deal closed quickly. To invite a new user, all you have to do is simply put in an email and send the invite. Unlike with traditional VDRs such as Intralinks, new users are responsible for putting in all their own information.
With DealRoom, all due diligence can go through the platform. Because of this, insightful analytics are captured that would otherwise be lost when users do a bulk download from a traditional VDR like Intralinks. Analytics are also captured on user, document, and file activity. They are displayed using progress charts, tables, heat maps, and more. Apply filters such as date range, groups, lists, and priority to find exactly what you are looking for. All analytics can be exported into a PDF for convenient reporting.
Our software was specifically designed with a simple interface to make it user friendly. Users can start uploading documents and creating diligence tasks within minutes. However, we understand that our software is different from traditional VDRs, like Intralinks, that teams are accustomed to. In order to assist with the learning curve, we have a library of short help guide videos users can watch. If users still have a question or concern, our customer support team is only a quick call, chat, or email away. They are available 24/7 to assist you.
Commonly, due diligence tracking occurs on Excel spreadsheets and teams have to pass an Excel tracker back and forth. This method can be very time consuming and cause version control issues. With DealRoom, all diligence can run through the platform. Users can create new diligence request, attach documents and files, assign roles, set due dates and more. And everything is updated in real time.
We want our customers and their clients to have the best diligence software experience possible, even with services that go beyond our direct realms. We pride ourselves on being more than a typical data room like Intralinks. In order to accomplish this, we choose to integrate with additional software platforms that are leaders within their respective industries such as Slack, Salesforce, and Office 365. With our m&a platform entire deal process becomes seamless and efficient.