M&A Platform

DealRoom is a smart and secure M&A deal platform
designed to help you close deals faster.

m a platform
Close deals faster with an Agile M&A Platform

Consolidate Your M&A Process with DealRoom’s M&A Platform

The world of M&A is fast paced, immensely intricate, and time-consuming. Traditional Virtual Data Rooms, Excel trackers, and lengthy email threads used to be the only way to get things done, but not anymore. DealRoom designed a diligence management platform, based on Agile principles, to create a more efficient and innovative process. Our goal is to help close deals faster.

DealRoom’s project management software allows teams to be connected more than ever before throughout the deal’s lifecycle. All communication, file sharing, and document collection can be completed within the platform, instead of across multiple channels. Users can be aware of not only their tasks, but have a bird’s eye view of the deal’s progress as a whole. DealRoom helps eliminate work silos and miscommunication. Our granular analytics can spin up detailed reports within seconds, which helps prevent potential bottlenecks and predict possible concerns before they even happen.
It’s time to make your M&A process efficient, collaborative, and innovative.
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Unparalleled Features of DealRoom’s M&A Platform

Check out how DealRoom’s Agile M&A Platform can Help your M&A Process
Collaborate and Manage
Files Easily, All in One Place

Collect documents in a central platform for convenient management, and share high-value content quickly and securely with colleagues, partners, counterparties, stakeholders, and regulators. Each user can keep track of what documents are their responsibility and request additional needed information from other team members.

Automate tasks, assign
responsibilities, and track due dates

Our platform lets you assign users as reviews, followers, or assignees on specific tasks. Never miss a deadline by setting due dates and sending reminders to assignees. All work done in the platform is updated in real time, so never worry about version control again.

Streamline processes and
Eliminate M&A Inefficiencies

Seamlessly transition between different deal phases, and stage information before going live. DealRoom helps teams plan for integration throughout diligence, and have continuous access to crucial deal analytics. Participate in group work from anywhere in the world with complete and secure mobile access.

Secure Documents, and Safely Transfer Files

Protect all your documents with file-level encryption; manage files, folders, documents, and user permissions and access rights. All permissions and access rights can be updated at any time. Also, our platform has 256 bit SSL encryption and strategicallyseparated data centers providing high security.

Manage Multiple Deals Within the Platform

Many teams work on more than one deal at a time. With DealRoom you can easily open new rooms, and have multiple deals going on within the platform at a time. We hope to help your teams improve overall workflow and team collaboration.

Simplify Reporting Without Compromising Value

Our analytics let you see granular information, such as which users have viewed a document, when they viewed it, and how often. You also can access multiple charts and maps to better understand the data. All of DealRoom’s analytics can be exported into a PDF or Excel within seconds.

Diligence Management for Mergers and Acquisitions

Exploratory / Pre-Marketing Phase

Mergers and acquisitions require meaningful strategies, comprehensive due diligence, and post-merger integration planning.

Whether a deal is buy or sell-side, involved parties need efficient and secure access to sensitive information to complete diligence and find the proper buyer or seller. Diligence management software is going to be a part of a deal for its entire lifecycle, from staging to post-close, so it needs to be a platform users can fully rely on. It needs to be efficient, encourage collaboration, and 100% secure.

That’s where DealRoom comes in. We assist teams with onboarding and training, and a room can be set up within minutes. We also understand that you may have some “old school” members on your team, which is why our platform allows for Excel import and export.

exploratory phase

Due Diligence Phase

Due diligence can finally be completed on one fully integrated platform, instead of across multiple software channels.

DealRoom eliminates the need for Excel trackers, disconnected questions and answers, using unsafe file transfers methods, and other tedious diligence tasks.

Teams can request files and documents from other users through the platform. You can upload any file type and quickly add additional users, and set customizable permissions. With the requests tab, you can clearly define responsibilities to individual team members, which promotes accountability. Users can set additional roles such as followers and reviewers. If a request is made in the future that seems similar, the platform will suggested related files to prevent duplicate work. Users can also set their notifications for as often as they want, allowing everyone to stay informed.
Due Diligence phase

Post-Merger Integration Phase

DealRoom helps teams plan for post-merger integration along side diligence, which helps strategic planning and problem solving.

Many companies use outdated or inefficient technology tools when it comes to the post-deal integration phase of M&A. The biggest culprit is Microsoft Excel. While Excel is still a very powerful and useful piece of software for many core business functions, it is limited when trying to streamline communication through a complex array of document sharing and collaboration during the post-deal integration phase of M&A.

DealRoom is designed to consolidate and streamline these problems. Teams can use the information collected during diligence throughout the post-merger integration process. This helps goals align, strategies to be made early, and helps teams maximize deal value.
post-merger integration phase

Innovative M&A Platform that Speeds up Your Process

m&a platform advantages
Focus on creating an efficient due diligence process and closing deals faster, all with one smart integrated M&A platform.
Say goodbye to scattered communications and unorganized document and file collection.
DealRoom software solutions are designed based on Agile principles, instead of a traditional Waterfall methodology. This ensures that our software provides collaboration, flexibility, data insights, and continued innovation. Our platform utilizes smart technology such as machine learning, smart search, and living linking to help prevent duplicate work.
The DealRoom Agile M&A Platform includes
DOCUMENTS MANAGEMENT

DealRoom’s document management allows users to securely upload, share, and transfer any files or documents.

REQUESTS MANAGEMENT

Requests eliminate the need for Excel trackers, a line item in Excel can simply become a request in the platform.

ADVANCED ANALYTICS

Know which users are looking at specific documents and much more with DelaRoom’s advanced analytics features.

INTEGRATIONS

DealRoom integrates with modern and useful tools such as Slack, Salesforce, and Office 365 to simplify your M&A process.

All-in-One Online M&A Platform Software for Your Entire Team

Drag&drop files upload

Effortlessly bulk upload documents, files, and folders to immediately start diligence. Auto-indexing keeps everything organized and easy to find.

Bulk Users Invite

Save time by bulk inviting new users to the room.

Live-Link Documents

Users can view similar requests or add new requests regarding open documents directly from the viewer.

Requests Import

Quickly import existing diligence request lists from Excel with the click of a button.

Documents Heat-map

Check on list activity with our visual requests heat map, and sort by views, views coverage, and time spent.

Reports

With DealRoom’s reporting you can track diligence progress, documents’ activity, investigate buyers’ engagement, and more.

Progress Tracking

Stay informed on the status of every request created in one convenient viewing page.

Due Diligence Lists

Organizing diligence requests in one place eliminate the need for Excel trackers, frequent meetings, and one off meetings.

Salesforce Integration

Effortlessly combine your CRM and analytics from each deal with our Salesforce integration capability.

4-level Files Permissions

Simply give folder and document permissions, pick from view, download, download original, and edit.

Machine Learning

We utilize machine learning to suggest answers and related files to prevent duplicate work and enable faster due diligence.

"Great M&A platform! I have used a lot of virtual data room software in the past and Deal Room offers an extremely intuitive platform that is very easy to use. It has all the features I would need in a data room provider at a very competitive price point. The customer service and client support team are great and very easy to work with. Both Kison and Julia are extremely responsive and helpful. It is a highly dependable m&a platform that I would highly recommend."
Sidarth Balaji, Associate at Stout

Free to start the best M&A Platform

Ready to try a pricing plan that makes sense? DealRoom offers flat-rate pricing with no overage charges, unlimited users, and unlimited data.

Dealroom Free Trial

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Try DealRoom today for free and improve your M&A process
  • $20/MO/USER
    For guest accounts
  • Data room features
  • Project management
  • Diligence management
  • Integration management
  • Progress tracking
  • Advanced analytics
  • Automated reporting
  • Dedicated success manager
DEALROOM M&A PLATFORM

Plan Based

See how Agile can enhance and facilitate any deal’s lifecycle
  • $20/MO/USER
    For guest accounts
  • Unlimited projects
  • Unlimited users
  • Multiple rooms
  • Full-featured M&A Platform
  • Pipeline management
  • Third party integrations
    (Salesforce, Slack, Office365)
Start improving your M&A process today with DealRoom. Our Agile M&A platform will help you close deals faster, without compromising value