Data rooms especially designed for the finance industry provide M&A teams with the right tools and software they need to close deals faster. At DealRoom, our goal is to assist M&A finance teams with all their data room needs and then some.
DealRoom provides real-time collaboration and updates, so you never have to worry about version control. This allows functional leaders to have clear visibility into each other's insights and progress.
With DealRoom, there is visibility across workstreams, deal information can be effortlessly shared. This reduces dedicated efforts to remove duplicate requests and creates a better experience.
While most M&A finance tools are primarily designed for internal use, DealRoom also facilitates requests with the target company and various third parties all in one process. Less scatter of communication and data means a better process for everyone.
DealRoom’s software provides a live, centralized program backlog. This gives context to cross functional backlogs and dependencies in order to allow all teams from varying departments to highlight priorities that benefit the deal’s overall success.
During a deal, new information is constantly discovered, rapidly altering the deal. DealRoom’s platform allows finance teams to follow these changes and respond to them in real time by centralizing all communication and information.
Save time and improve execution having access to knowledge captured in during various deal stages. For example, diligence items can be tagged for integration and copied right into the integration plan to enable a smooth continuous flow and get an updated plan.
Customer Satisfaction Rate
Teams use DealRoom for their finance data room every day
$ in financial transaction deal value managed on DealRoom
DealRoom is a 100% safe location to store and share financial documents/files, human resources information intellectual property, and more.
With our pipeline management, users can go back-and-forth between multiple deals quickly, and easily stay on top of critical deadlines.
Each deal room can be customized through logos, request statues, email settings, watermarks, and more.
Whether your team is comprised of 5 or 50, we designate a customer success manager who will customize your training plan to make sure every user knows how to use the full-functionality of our software.
Due to the software’s ability to comment, assign, review, file transfer etc. collaboration has never been easier.
Department heads and leaders can spin up separate rooms for tasks and requests (not related to specific projects) for internal organization and management.
The ability to stay organized and effectively run multiple projects is critical when you are managing a financial transaction. M&A finance need to be able to constantly stay in the loop with deal progress and updates. Check out how DealRoom’s finance data room software keeps teams organized and focused.
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Multiple projects? No problem. With our pipeline management, you have an organized bird’s-eye view of everything in the works.
Sharing confidential documents and files? With DealRoom, you can rest assured that all data shared and transferred within the platform is secure.
Tired of long email threads and misplaced attachments? Now, your file sharing, data storage, pipeline management, communication, can all be on one platform.
Never stress about user permissions and access control again. Users can adjust and choose from 4 simple permissions to decide who can see what.
"The functionality was the best I've come across, having used 10+ different data sites in the past. And having the document request list integrated to the data room was a big help. Overall, I would love to use DealRoom whenever I have a future opportunity to suggest a site. It is hands down the best I've come across thus far"
No matter what size business you are, we have a plan that will work for you. Our finance data room software includes diligence, integration, and project management, as well as a dedicated success manager.
Ready to try our finance data room software solution? Check pricing or request a free demo today!
