M&A Due Diligence Software

Due Diligence data room for buy and sell-side deals, as well as team project management. Stay on top of due dates, tasks, and team communication.

Due diligence software
Finally, a way to simplify the due diligence process

Powerful, yet Simple
Due Diligence Software

Traditionally, due diligence involved multiple software, inefficient processes, and limited collaboration. At DealRoom, our goal is to help you close deals faster, and make your overall diligence process more efficient. Our solution features enhanced smart capabilities, simple file management, and integrated AI for managing and analyzing files. We follow an Agile methodology, instead of the traditional Waterfall methodology, to ensure efficiency throughout the deal’s lifecycle.

Agile focuses on individuals and interactions, working software, customer collaboration, and ability to respond to change. These four points can easily be applied to due diligence. DealRoom is designed to eliminate the inefficiencies that are ever present in the M&A industry, to be a working software that enables individuals to do their part, while collaborating as a team.

With our software, you can complete due diligence up to 40% faster.
Contact Sales

DealRoom enables teams to close deals 40% faster and create a more efficient M&A process. The platform is designed to keep all team members on one platform, where they can communicate and safely share documents.

How does due diligence management software benefit your business?

A more efficient process equals more deals closed. Here’s how DealRoom can transform your diligence management process
Manage the Due Diligence Process Effortlessly

DealRoom has revolutionized diligence management in a way that makes sense. It is a smart platform that enables secure file storage, document collection, communication, and task assignment. Yes, DealRoom has a virtual data room in it, but it is so much more than that. DealRoom truly is a project management software, designed for M&A.

Eliminate Disconnected Communication andResponses

Searching through countless emails to find one document attachment, filing through notes to find task direction, trying to remember everything you’ve been assigned. Sound familiar? We’ve all been there. With DealRoom, all communication and responses can go through the platform. This makes assignments, direction, and feedback easier to follow than ever before.

Organize and Tackle
Stakeholder Tasks

It’s important to know what tasks are your personal obligation, and if organization isn’t a strength of yours, that can quickly become a challenge. With DealRoom you can simply access your assigned tasks list with one click. You can also filter through all requests by the assignee, to know what your other team member’s have going on.

Streamline and Synchronize the Your Process

Turn your inefficient process into a well organized procedure. With DealRoom, all workflows, tracking, and project management is on one platform, instead of across multiple channels. Users can push all relevant information such as documents, confidentiality agreements, contact details, relationship history, etc through on secure space.

Creates a Big Picture for your Investments

When everything goes through one platform, it helps teams spot both strengths and weaknesses. All information is kept in a central workspace, where all parties involved can access necessary files. When everyone can access information, it reduces the time needed to make crucial decisions, without compromising the quality of decision making.

Gives Teams a Technological Competitive Advantage

Taking advantage of technological advances helps deal teams close deals faster and more often, giving them a competitive edge. DealRoom utilizes smart technology such as drag and drop capabilities, live linking documents, and smart search, which speed up your process. And we are constantly adding updates and new features.

Due Diligence management

Due diligence management: keep your teams securely on the same page

Our multi-featured due diligence software is designed to get M&A deals closed faster. With thousands of registered users and more then 1,000 executed transactions, it’s highly likely that your counterparties already belong to our DealRoom community.
Import Templates

Quickly import Excel templates into the room, without having to worry about the format changing.

Protect Files

Keep files protected without using plugins, or forgoing fidelity.

Eliminate Inefficiencies

Our fully integrated platform puts an end to Excel trackers, one off emails, and other traditional VDR inefficiencies.

Streamlined collaboration: control the deal

Managing due diligence is a lot of work, that involves teamwork between many individuals. Our platform helps you simplify collaboration and accelerate diligence with efficient workflows. Stay in control of every phase of the deal lifecycle.
Management Made Simple:
Control Access

Management access all the way down to the document level.

Useful Buyer Behavior Data:
Life-Cycle Management

DealRoom helps users seamlessly transition throughout the deals full lifecycle.

Access to In-Depth Analytics:
Stage Information

Easily stage information before going live by creating a separate folder and grant permission to the necessary members group.

due diligence collaboration
File protection

Complete file protection: stay in charge of document security

Dealroom ensures that team members are in complete control over each file with our powerful IRM capabilities including; granular document controls, plugin-free security, and active policy management.
In-Depth Document Permissions

Pick specific permissions including view, download, download original, and edit for each file with one click.

Set Permissions for Uploads

Verify permissions for uploaded files before they become visible.

Access Rights Synchronization

Easily create synergy between access rights and existing Dealroom IT policies.

DealRoom analytics tab: know the progress of due diligence

Data can tell us a lot of important information. When all of diligence goes through the platform, important data is captured and can be used to make critical decisions and form strategies. With DealRoom, you can:
Management Made Simple:
Track Top Active Users

You can track which users in each group are the most active and pick a specific date range.

Useful Buyer Behavior Data:
Stay Informed on Requests Activity

For each request created, you can follow the time spent, user views, and views coverage on a heat map.

Access to In-Depth Analytics:
Prepare Reports Effortlessly

Quickly prepare analytics PDF or Excel reports with one click.

Due diligence progress

M&A Due Diligence Software for a Faster Process

DealRoom has multiple features designed to help team members complete due diligence faster, such as the suggest files feature and recall feature.

When a user is completing a request, the suggest files feature recommends documents and files that could be relevant to the request.

When the system detects a duplicate or similar request has been made previously, the recall feature will automatically suggest the file that previously answered the duplicate or similar  request.

This helps eliminate duplicate work, a common inefficiency during traditional due diligence, and save users’ time.
due diligence software answers

All-in-One M&A Due Diligence Management Software

Due Diligence Lists

Access diligence requests by list, and keep track of personal tasks in an organized manner, all within the platform.

Custom Statuses

Set custom statuses such as; open, in progress, and resolved, to keep involved members updated the progress of each request.

Slack Integration

Enable collaboration and communication between multiple parties via our slack integration.


Manage requests in a “Google Doc” type of way with real-time tracking, few emails, and drag-and-drop.

Live-Link Documents

Add new requests or view related requests concerning open documents directly from the viewer.

Salesforce Integration

Have full access to your Salesforce CRM and input data captured from the room.

Instant Recall

The instant recall button helps users avoid duplicate work by automatically populating potentially relevant documents or replies.

Suggested Answers

Smart technology helps save time with suggested answer options.

Drop Files into Requests

Use drag-and-drop to quickly upload files to complete requests.

"Dealroom is easy to use, you can populate dealroom with your due diligence folders and create due diligence list right inside the dealroom instead of sending the due diligence list separately to your clients."

Ovais Siddiqui
Investment Banking Associate at Auctus Group

Try our Due Diligence Software for free today

Tired of having an inefficient diligence process? Try DealRoom today to turn your due diligence process into a well-oiled machine.

Dealroom Free Trial


Try DealRoom today for free and improve your process with M&A Due Diligence Software
  • $20/MO/USER
    For guest accounts
  • Data room features
  • Due Diligence request management
  • Integration management
  • Diligence Process process tracking
  • Advanced analytics
  • Automated reporting

Plan Based

See how Agile M&A due diligence software can enhance your process
  • $20/MO/USER
    For guest accounts
  • Unlimited data
  • Unlimited users
  • Multiple rooms
  • Full-featured M&A Platform
  • Pipeline management
  • Third party integrations
    (Salesforce, Slack, Office365)

Are you ready to enhance your due diligence process with DealRoom? Contact us and transform your M&A process today

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