Case Studies

From data storage and sharing to investor communication and progress reports, DealRoom helped readily execute Pax8’s entire investor management process. 

By implementing DealRoom, Amanda noted the need for Excel trackers was either eliminated completely or drastically reduced.

DealRoom helped give Momentum confidence to work through the complicated process of a nonprofit merger.

By using DealRooom, KCoe Isom was able to have a level playing field between teams and all their needs during the diligence phase of M&A. What was missing in other data rooms that DealRoom could provide was the ability to comment, ask questions, and have the client respond all in one central portal.

DealRoom has been valuable in terms of keeping the playing field level across all of Peanut Butter’s potential investors by ensuring everyone has the same amount of information at the same time.

In this customer success story, Bayada shows the uniqueness of M&A in the non-profit space and how they've used DealRoom to overcome deal challenges.

After adopting DealRoom, the Emerson deals team can operate in one living document, as opposed to having to manage several different lists and Excel spreadsheets that vary between teams.

Thanks to DealRoom's intuitive nature, it has become a key resource for HALO corporate development team as they are “constantly finding new ways to exploit the tools to make our lives easier.”

With the help of DealRoom Duff & Phelps got the ability to help teams prioritize and stay focused on high priority items and tasks that can make or break a deal.