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Unlimited data rooms for advisory firms
Run every client engagement from one platform. Data rooms, diligence requests, and AI connectivity, with one flat annual price and no per-page fees.
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Built for the way advisory firms work
One platform for every mandate, every client, and every deal team in your firm
Unlimited data rooms
Open a room for every mandate without counting how many you have left. Your plan stays the same as your mandate count grows.
~2 million pages, no per-page fees
Your plan includes 200 GB of storage, shared across every room. At roughly 10,000 pages per GB, that's about 2 million pages. You're never billed by the page, and you can add 50 GB packs (about 500,000 pages each) when a big deal needs more.
Every mandate, either side of the table
Run buy-side and sell-side engagements from one login, and manage users across all of them from one place.
Keep bidders apart
Give each buyer group its own permissions. Bidders see only what you show them, and they never see each other.
Know who's serious
See which bidders opened which documents, and for how long. Walk into the next client call knowing who's leaning in.
Experts on call
Our team helps you set up your first rooms, permissions, and request lists, and 24/7 chat support is there when a deal can't wait.
Run the whole process from one room
Store legal information securely
Easily access, organize and view documents
Control document sharing
Streamline your due diligence process
Everything your deal team needs in one data room
Bulk upload
Drag and drop entire folder structures and start diligence immediately.
Granular permissions
Control viewing, downloading, and watermarking by user, group, document, or folder.
Custom watermarks
Stamp identifiers on every PDF view and download.
Activity insights
See who accessed what, when, and for how long.
Request management
Track diligence requests with the related documents attached, all in one list.
Multi-deal user management
Add and remove users and manage access across all of your active deals from one place.
Security your clients will ask about
Your clients are trusting you with their most sensitive documents. Here's how we protect them.
SOC 2 Type II
Independently audited for security.
Encrypted end to end
AES-256 encryption at rest and TLS 1.2+ in transit.
SSO and MFA
Require single sign-on (SAML 2.0) and multi-factor authentication for everyone at your firm.
Full audit trail
Every time someone opens or changes content, it's logged and visible to your admins.
No standing access
DealRoom staff have no standing access to your data. Any access has to be explicitly granted, and it's fully logged.
Your data stays out of model training
Content processed by AI features isn't used to train or fine-tune foundation models.
In every room: view-only access, personalized watermarks on PDF views and downloads, and automatic logout for idle users.
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Connect your AI to your deal data
DealRoom MCP connects your data rooms to the AI tools your team already uses, including Claude, ChatGPT, Microsoft Copilot, Gemini, Manus and Harvey. Your team can ask questions across a data room, summarize documents, and draft responses without copying files into another tool.
"ROI is 10x what we spent on the platform, with deals closing quicker and at a higher success rate."
"20–40% of due diligence requests never get reviewed… being able to prioritize and manage them digitally is essential."
"ROI is 10x what we spent on the platform, with deals closing quicker and at a higher success rate."
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Frequently asked questions
How is DealRoom for Advisors priced?
It's one annual plan with unlimited data rooms and 200 GB of shared storage. Book a demo and we'll put together a quote for your firm.
Do you charge per page?
No. There are no per-page charges. Storage is shared across all of your rooms, and you can add more in 50 GB packs when you need it.
How many data rooms can we run at once?
As many as you need. Rooms are unlimited.
Can buyers see each other in the data room?
No. Permissions are set per group, so every buyer group sees only what you give them access to.
What happens if we need more storage?
Add 50 GB data packs at any time.
Is onboarding included?
Yes, it is.