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.
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.
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.
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.
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.
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.
Quickly import Excel templates into the room, without having to worry about the format changing.
Keep files protected without using plugins, or forgoing fidelity.
Our fully integrated platform puts an end to Excel trackers, one off emails, and other traditional VDR inefficiencies.
Management access all the way down to the document level.
DealRoom helps users seamlessly transition throughout the deals full lifecycle.
Easily stage information before going live by creating a separate folder and grant permission to the necessary members group.
Pick specific permissions including view, download, download original, and edit for each file with one click.
Verify permissions for uploaded files before they become visible.
Easily create synergy between access rights and existing Dealroom IT policies.
You can track which users in each group are the most active and pick a specific date range.
For each request created, you can follow the time spent, user views, and views coverage on a heat map.
Quickly prepare analytics PDF or Excel reports with one click.
Access diligence requests by list, and keep track of personal tasks in an organized manner, all within the platform.
Set custom statuses such as; open, in progress, and resolved, to keep involved members updated the progress of each request.
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.
Add new requests or view related requests concerning open documents directly from the viewer.
Have full access to your Salesforce CRM and input data captured from the room.
The instant recall button helps users avoid duplicate work by automatically populating potentially relevant documents or replies.
Smart technology helps save time with suggested answer options.
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."
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