HALO was tired of long, unmanageable diligence lists.
They saw time being wasted on redundant or low-priority tasks. Too many late nights were wasted on only organizing and tracking requests in spreadsheets.
Huge value loss was associated with miscommunication and misinformation. Problems stemming from information silos among teams.
After signing up with DealRoom, requests can be organized by group, linked to files, and compiled into a general overview to demonstrate progress.
There is transparency in what has been done by who and what needs to still be accomplished.
HALO is able to preserve accidental edits or mistakes on documents with an audit log.
HALO has full control over its M&A process.
From security to managing diligence requests to communicating with their targets, DealRoom provides an all-in-one solution to their pain points.
Since onboarding with DealRoom, they’ve saved hours working through spreadsheets and scrolling through email threads. They have found an increase in transparency and accurately measuring and reporting on the diligence process.
They now have a way to ensure their strategy is at the forefront throughout their entire deal cycle.