Key Features Highlights

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FEATURES BY PLAN

CATEGORY

BASIC

Unlimited Room Creation for Administrative Licenses
Project Management
Risk and Progress Tracking
Document Management
External Stakeholder Coordination
Dedicated Customer Success
Manager to support deals
Data Room Features
Cleanroom Compliant
Third Party Integrations (Slack, Tableau, Salesforce, etc.)

CATEGORY

PREMIUM

Unlimited Room Creation for Administrative Licenses
Project Management
Risk and Progress Tracking
Document Management
External Stakeholder Coordination
Dedicated Customer Success
Manager to support deals
Data Room Features
Cleanroom Compliant
Predictive Search
Automation & Recall
Third Party Integrations (Slack, Tableau, Salesforce, etc.)
Invoicing Support
Tailored On-boarding
Custom Reports

CATEGORY

PREMIUM

Unlimited Room Creation for Administrative Licenses
Project Management
Risk and Progress Tracking
Document Management
External Stakeholder Coordination
Dedicated Customer Success
Manager to support deals
Data Room Features
Cleanroom Compliant
Predictive Search
Automation & Recall
Third Party Integrations (Slack, Tableau, Salesforce, etc.)
Invoicing Support
Data Science Support
Tailored On-boarding
Custom Reports
Custom Configurations
Custom Room Templates

Key feature highlights

Project management

Drag and drop document request
Request lists imported directly from Excel
Analytics
Private and group comments
Request filters and tags
Diligence to post-close integration workflow
Live-link documents
Exported requests with comments and indexes
Reverse request lookup
Recall previous responses
Progress tracking

DATA ROOM

Drag and drop capability
Auto indexing
Watermarking
Recent uploads file list
Individual document page bookmarking
Bulk document downloads
File revision control and updating
Protected document archiving and deletion
User management tools
Custom permission groups
Audit trail

INFRASTRUCTURE SECURITY

256-bit AES encryption
Strategically separated and geographically remote data centers
Disaster recovery with repeated failover capabilities and data center recovery testing
DealRoom personnel are screened and bound by strict confidentiality agreements

APPLICATION SECURITY

Strict single-user ID and password protocol
Encrypted and protected data (in transit and at rest)
Customizable allowances for access and control across all users
Dynamic and static watermarking
Data siloing in private cloud servers
Elimination of insecure email communications with sensitive docs

DATA CENTER CERTIFICATIONS

SOC 1/SSAE 16/ISAE 3402 (formerly SAS 70)
SOC 2 Type II (formerly SAS 70 Type II)
FISMA, DIACAP, and FedRAMP
HIPPA/ITAR
DOD CSM Levels 1-5
PCI DSS Level 1
ISO 9001 / ISO 27001
FIPS 140-2
MTCS Level 3
Request a free demo today to see what DealRoom can do for you.