With new DealRoom features for Roll-Ups, Corp Dev teams can eliminate manual and repetitive tasks that get in the way of hitting PE growth targets

Private equity-backed roll-up companies thrive on one thing: speed. The faster they acquire and integrate new businesses, the more they grow. But as any Corp Dev leader will tell you, managing multiple acquisitions at the same time is anything but smooth.

Instead of executing deals, teams are stuck in the weeds

• Manually setting up deal rooms and folder structures
• Granting access to the right people (and fixing it when it goes wrong)
• Creating diligence trackers from scratch for every deal
• Manually updating trackers when sellers submit documents
• Coordinating responsibilities between diligence and integration
• Wading through email chains and spreadsheets to track progress

The result? Deals slow down. Costs go up. Growth targets get missed. And in a high-pressure roll-up environment, inefficiencies aren’t just frustrating - they threaten the business.

How DealRoom Helps Roll-Ups Execute Faster

The key to breaking the cycle isn’t working harder - it’s working smarter. That’s where the DealRoom M&A Platform, only M&A platform purpose-built for Buyer-Led M&A™, comes in.

"As a PE-backed roll-up, we can’t afford inefficiencies or delays. The DealRoom M&A Platform allows us to scale our M&A process without adding complexity. The ability to automate permissions and process updates across multiple deals ensures we stay organized and in control, even when managing concurrent deals."

 -  Sam Bragg, Director of M&A at US Heart & Vascular

Let’s break down the key features that make this possible.

Key Features: What’s Inside the Roll-Up Bundle?

1. Enhanced Permissions: Set It Once, Apply It Everywhere

Every new deal brings the same challenge: who gets access to what? M&A teams spend too much time manually setting up permissions for sellers, internal teams, and advisors. Without an automated process, delays, errors, and unnecessary admin work pile up across multiple deals.

With Enhanced Permissions, setting access is now fast, secure, and effortless:

• Set access once and apply it across multiple deals, eliminating redundant setup.
• Sellers, internal teams, and advisors see only what’s relevant, ensuring security.
• Manage permissions in one place instead of adjusting settings for each deal.
  

2. Multi-Room Updates: Scale Playbook Changes Instantly

Updating deal templates, diligence trackers, or workflows within your playbooks? Now, you don’t have to apply changes one deal at a time.

• Update playbooks and apply them across all deals
• Keep every room structured the same way - no inconsistencies
• Save hours of admin work
  

3. Template Rooms: Standardize Deal Execution

Every deal follows a similar structure - but why start from scratch every time? With Template Rooms, teams can create and save their ideal deal setup, including:

• Standardize processes with the same diligence and integration checklists.
• Keep folder structures consistent to eliminate confusion across deals.
• Carry forward permission settings for IT, Legal, and other teams to avoid manual updates.

4. Smart Project Management Tools

Managing multiple acquisitions means keeping track of hundreds of tasks. DealRoom helps teams stay organized with:

• My Work centralizes tasks, helping teams track responsibilities across deals without switching spreadsheets.
• Notifications send real-time alerts for deadlines and critical updates.
• Announcements keep stakeholders aligned with deal-wide updates.

Why This Matters for Roll-Up Companies

For roll-up companies executing multiple acquisitions, efficiency and scalability are critical. Without structured, repeatable processes, teams waste time on manual tasks instead of executing deals.

Faster, More Scalable Deal Execution – Slow, manual deal setup delays execution. By automating repetitive tasks and applying changes across multiple deals instantly, teams can close deals faster and hit their targets on time.

Lower Headcount & Billable Hours Costs – Managing permissions, tracking documents, and organizing files manually is inefficient and costly. Eliminating these tasks reduces the need for extra analysts and lowers external billable hours.

With DealRoom’s Roll-Up Bundle, Corp Dev teams can focus on closing deals, not chasing spreadsheets - driving growth without increasing overhead