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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.

Contact M&A Science to learn more
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