M&A Due Diligence Software

Manage more efficient and thorough due diligence by utilizing DealRoom’s software to organize and store sensitive documents, assign important requests and stay on top of team communication.

Complete due diligence up to 40% faster. Get started with DealRoom's software now!
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Due diligence software
Here’s How DealRoom's Due Diligence Software Works
Powerful, Yet Simple Due Diligence Software

Simplify the Due Diligence Process

Traditionally, due diligence involved multiple disconnected software platforms, inefficient processes, and limited collaboration. Our goal is to help you CLOSE DEALS FASTER, and make your overall process more efficient.

Eliminate common inefficiencies by utilizing DealRoom’s company unique capabilities. Our diligence software is suitable for M&A, private equite, real estate, financial, IT, legal due diligence and more.
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40% Faster

Complete due diligence FASTER by implementing organized, collaborative and focused approach to M&A.

How Will a Due Diligence Management Software Benefit Your Process?

With DealRoom’s due diligence software, we’ll help your team create a more efficient investigation process, increase deal collaboration and conduct more successful M&A.
Manage the Due Diligence Process Effortlessly

Revolutionize due diligence by enabling secure document collection, centralizing communication, and simplifying task management. We redesigned the virtual data room with project management capabilities to help you improve your M&A process.

Eliminate Disconnected Communication and Responses

Stop searching through countless emails for documents and task direction while managing communication on disconnected software tools. There’s a better way. Centralize all communication, tasks and files for improved collaboration and efficiency with DealRoom's diligence software.

Organize and Tackle Stakeholder Tasks

Tackle important deal tasks with request tab. Filter through all tasks by assignee and see what needs to be done in order to move your deal forward. Organize top deal priorities while keeping stakeholders aligned!

Streamline and Synchronize Your Process

Turn your inefficient process into a well organized procedure. Complete all investigation workflow, communication and document management in one secure software, instead of across multiple software platforms with disconnected processes.

Creates a Big Picture for your Investments

Identify deal strengths and weaknesses more effectively by keeping all information on a central workspace. Reduce the time spent making strategic decisions by quickly sharing important information with team members and collaborating on solutions in centralized due diligence software.

Gives Teams a Technological Competitive Advantage

Take advantage of technological advances and enable your team to close deals more successfully. Utilize smart technologies such as drag and drop documents uploading, live-linking and machine learning to speed up your due diligence process.

document security

Stay in Charge of Document Security

Be completely in control over each file with power IRM capabilities including granular document controls, plugin-free security and active policy management.

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File Protection

Keep PDFs and other files protected without using plugins, or forgoing fidelity.

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Device Management

Work in the room from anywhere with our tablet and mobile-friendly software.

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In-Depth Document Permissions

Pick specific permissions including view, download with watermark or original, and edit for files with one click.

Manage Due Diligence Requests in Real Time

Stay up-to-date on the status of requests by communicating more efficiently and seeing which tasks need to be completed by which party in order to keep the deal moving forward.

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Import Templates

Import your Excel templates into the room, without having to worry about the format changing.

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Drag & Drop into requests

Fulfill due diligence tasks by simply dragging the appropriate files from your computer to DealRoom’s software.

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Collaborate on requests

Comment on, assign or prioritize tasks to increase collaboration.

due diligence management
document viewer

Manage Documents More Effectively

Collaborate with team members on uploaded files with document viewer feature.

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View Excel & PDF files

Manage, view, and comment on documents all within DealRoom’s integrated software.

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Create requests from viewer

Create new tasks from the document viewer so that new inquiries can be quickly resolved.

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Watermark documents

Add watermarks to documents for secure sharing then edit the size or opacity for the viewer’s convenience.

Track the Progress of Due Diligence

Capture and utilize important data to inform critical deal decisions and strategies with advanced analytics.

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Updated Document Activity

Easily track due diligence progress in order to see what needs to be done to keep the deal moving forward.

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Prepare Reports Effortlessly

Quickly prepare analytics PDF or Excel reports with one click.

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Stay Informed on Requests Activity

Follow the time spent, user views, and views coverage on a heat map for each request created.

Due diligence progress
due diligence software answers

M&A Due Diligence Software that Eliminates Duplicate Work

Stop wasting valuable time fulfilling duplicate requests.

Eliminate duplicate work to focus on more value-add activities. Recall and suggested files feature utilizes machine learning to detect when a duplicate or similar task is made, then automatically suggests the file that answered the previous request. DealRoom's due diligence software versatile functions can be used as legal, private equity, financial, vendor, customer or third party due diligence software.

Centralize Workflow with Best 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 software platform.


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

Instant Recall

Avoid duplicate work by automatically populating potentially relevant documents or replies.

Custom Statuses

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

Live-Link Documents

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

Suggested Answers

Smart technology helps save time with suggested answer options.

Salesforce Integration

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

Slack Integration

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

Drop Files into Requests

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

"DealRoom software is easy to use, you can populate the room with your folders and create due diligence list right inside the software instead of sending it separately to your clients."
Ovais A. S.
Investment Banking Associate

Achieve Efficient Due Diligence. Today!

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