Swift action is necessary when enabling the success and value of a deal. Plan for post-merger integration early by having real-time visibility to enable strategic problem solving and identify synergies. This helps teams with visioning, shaping, and transforming, all crucial to a successful PMI process.
During diligence, teams gather and collect every little detail about the company. Information collected during diligence, that is crucial for a successful integration, can be accessed after the deal is complete. The knowledge transfer that you get with DealRoom allows everyone to see the big picture early on.
Security shouldn’t be a second thought when it comes to post-merger integration software. With DealRoom, security is our top priority, so our users don’t have to stress about it. We meet all industry standards and then some, such as: FINRA, ISO 27001 Certified, powered by AWS, SOC 2, SEC, HIPAA and more. All confidential information is secure, allowing you to focus on the deal.
The platform’s communication capabilities help enable collaboration between workstreams. Instead of communicating through one off emails, or lengthy threads, all users can communicate through the platform. This includes potential buyers, sellers, the management team, and other third parties. DealRoom also integrates with Slack.
DealRoom helps teams receive fewer duplicate requests, and decrease duplicate work overall by 80%. The smart system brings up suggested files that it predicts are relevant to each requests. It also lets users know if they upload a file or document that has already been added to the virtual data room.
DealRoom users can easily track the progress and history of each integration workstream with visuals and graphs. Thorough data analytics can give helpful insight on user activity, such as buyer engagement, as well as tracked document and file activity. All progress charts and analytics can be spun into PDF or Excel reports with one click.
Tag items in diligence to create an integration plan in real time.
View a project’s status without scheduling a meeting or sending another email.
Set your notifications to what you prefer; immediately, hourly, daily, weekly, or disabled.
Know where the integrating roadblocks are and stay on schedule.
Assignee a specific team member to be in charge of requests and other responsibilities within the platform.
Use deal notes and markups during integration.
Set dates early to build out your timeline for the deal’s entire lifecycle.
Use filters to only view specific requests or documents, such as overdue requests during PMI.
DealRoom’s thorough analytics help deal teams prevent post-merger problems before they happen.
"What has stuck out most to me is the responsiveness and overall care the DealRoom team has shown in addressing any issues or concerns as they may arise. We have even requested extra functionality / capabilities and the team has responded by building these out where possible. I have really enjoyed working with the team and would definitely recommend."
Try our Post-Merger Management Software for free today.
Necessities for a successful post-merger integration plan.