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.
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.
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.
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.
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.
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.
Effortlessly bulk upload documents, files, and folders to immediately start diligence. Auto-indexing keeps everything organized and easy to find.
Quickly import existing diligence request lists from Excel with the click of a button.
Stay informed on the status of every request created in one convenient viewing page.
Simply give folder and document permissions, pick from view, download, download original, and edit.
Save time by bulk inviting new users to the room.
Check on list activity with our visual requests heat map, and sort by views, views coverage, and time spent.
Organizing diligence requests in one place eliminate the need for Excel trackers, frequent meetings, and one off meetings.
We utilize machine learning to suggest answers and related files to prevent duplicate work and enable faster due diligence.
Users can view similar requests or add new requests regarding open documents directly from the viewer.
With DealRoom’s reporting you can track diligence progress, documents’ activity, investigate buyers’ engagement, and more.
Effortlessly combine your CRM and analytics from each deal with our Salesforce integration capability.
"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."
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