MAY 19th, 2022
It’s time for new M&A ideas to bloom, register for the M&A Science Spring Summit on May 19th!
Register Now!

DealRoom is listed in FINRA's Compliance Vendor Directory

Kison Patel
CEO and Founder of DealRoom
Kison Patel

Kison Patel is the Founder and CEO of DealRoom, a Chicago-based diligence management software that uses Agile principles to innovate and modernize the finance industry. As a former M&A advisor with over a decade of experience, Kison developed DealRoom after seeing first hand a number of deep-seated, industry-wide structural issues and inefficiencies.

CEO and Founder of DealRoom

DealRoom Listed in FINRA's Compliance Vendor Directory

FINRA, Finance Industry Regulatory Authority, released its Compliance Vendor Directory as a convenient, one-stop source for firms searching for vendors that offer compliance-related products and services. DealRoom is pleased to announce that we are listed on FINRA's Compliance Vendor Directory as a data management vendor.

We are excited to be the first multiparty project management software to be listed in FINRA's Compliance Vendor Directory. At DealRoom we have:

  • Strategically separated and geographically remote data centers
  • Disaster recovery with repeated failover capabilities and data center recovery testing
  • Personnel that are screened and bound by strict confidentiality agreements

FINRA members can view the FINRA Compliance Vendor Directory here: http://www.finra.org/industry/cvd

About DealRoom

DealRoom is a m&a project management software that incorporates an Agile methodology. It is designed to help with the most crucial parts of M&A, due diligence and integration. Everyone, from buyers to sellers, can be overwhelmed with one-off requests and email overload, while critical issues get lost in the mix.

DealRoom's distinct approach enables users to complete their due diligence up to 40% faster by applying Agile principles to streamline the process,. We unity the functions of the virtual data room, project management and communication into a single, highly-secure web-based platform.

Learn more about DealRoom here.

DealRoom Listed in FINRA's Compliance Vendor Directory

FINRA, Finance Industry Regulatory Authority, released its Compliance Vendor Directory as a convenient, one-stop source for firms searching for vendors that offer compliance-related products and services. DealRoom is pleased to announce that we are listed on FINRA's Compliance Vendor Directory as a data management vendor.

We are excited to be the first multiparty project management software to be listed in FINRA's Compliance Vendor Directory. At DealRoom we have:

  • Strategically separated and geographically remote data centers
  • Disaster recovery with repeated failover capabilities and data center recovery testing
  • Personnel that are screened and bound by strict confidentiality agreements

FINRA members can view the FINRA Compliance Vendor Directory here: http://www.finra.org/industry/cvd

About DealRoom

DealRoom is a m&a project management software that incorporates an Agile methodology. It is designed to help with the most crucial parts of M&A, due diligence and integration. Everyone, from buyers to sellers, can be overwhelmed with one-off requests and email overload, while critical issues get lost in the mix.

DealRoom's distinct approach enables users to complete their due diligence up to 40% faster by applying Agile principles to streamline the process,. We unity the functions of the virtual data room, project management and communication into a single, highly-secure web-based platform.

Learn more about DealRoom here.

Join 2,000+ Forward-Thinking M&A Practitioners

Sign up to be on the M&A Science email list and receive notifications on the latest publications

Subscribe for free
Join 2,000+ forward-thinking M&A practitioners

Get weekly updates about M&A Science upcoming webinars, podcasts and events!

7
Subscribe for free
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.