Simplifying Seller Collaboration for Unsophisticated Sellers

Why Does M&A Feel So Hard for Some Sellers?

If you’re a M&A team at a highly acquisitive company, you know the drill. 

You’ve done this dozens of times- buying businesses, integrating them, and keeping the process efficient. You have a playbook, tools, and a team that knows how to get things done.

Now, let’s switch perspectives.

On the other side of the table is the seller: a small business owner who has never sold a company before. Their expertise? Running a profitable business, not navigating the complexity of M&A.

And yet, they’re now deep in diligence- sifting through endless Excel trackers, emails, file requests, and follow-ups just to keep up with the process.

This isn’t just inefficient- it’s a broken process that hurts deals.

The Black Box of Back-and-Forth Emails

Let’s be real. Tracking diligence through email is chaos.

You send a list of requests via email. The seller uploads a few documents. You follow up to clarify. They send a different version. Someone on your team asks if the latest version is final. You dig through your inbox to find out.

Multiply this by 50+ diligence requests and a seller who is already overwhelmed, and you’ve got a system that’s impossible to scale, especially when you’re managing multiple deals at a time, and 10+ per year.

The worst part? Everyone is guessing. The seller doesn’t know what’s left to submit, and your team has no easy way to track progress without sifting through emails and updating Excel manually.

When diligence feels like a black hole of back-and-forth, deals get stuck.

Making Seller Collaboration Effortless with DealRoom

Now, imagine a different scenario.

Instead of managing everything through emails and Excel trackers, you bring the seller into the DealRoom M&A Platform.

• Requests & Documents in One Place: Instead of sending file requests over email, sellers can see all outstanding requests in one central location.
• Simple Uploads: Sellers can upload documents directly to their corresponding request- no more attaching files to emails.
• Assigned Tasks for Clarity: You can assign requests to sellers directly, ensuring they know exactly what they need to do.
• Automated Workflows: Instead of manually tracking what’s been submitted, DealRoom updates the status in real-time.
• Transparent Progress Tracking: Your team and the seller can see what’s done and what’s still needed- no confusion, no bottlenecks.

And if sellers have questions? They don’t have to dig through old email chains- they can use DealRoom’s chat feature to get quick guidance.