Virtual Data Room for Funds & Private Equity

At DealRoom, our goal is to help funds and private equity firms keep investors informed, store data securely, and manage client communication. Our private equity management software simplifies fund reporting, manages investor portals, and enhances investor relations.

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private equity virtual data room
Customers who use our agile M&A Smart System
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Mergers & Acquisitions

DealRoom’s private equity deal management software allows practitioners to stay organized during the entire M&A process, from early stage preparation through integration, with the platform’s intuitive features. Once the deal is closed, use DealRoom to house capitalization tables (cap tables), to track value creation.

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Fundraising

DealRoom’s private equity investment software capabilities enable practitioners to efficiently track donations and the fundraising process while providing analytics on individual and project progression.

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Document Repository

DealRoom is also a secure virtual data room. This allows for secure storage, document management, and efficient file sharing between all stakeholders.

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LP Reporting

DealRoom’s PE software also provides meaningful analytics for deals and portfolio management. In DealRoom’s analytics tab, practitioners can analyze room activity and create detailed reports in one click.

Close deals faster

Best Private Equity Software for Deal and Portfolio Management

DealRoom’s private equity deal management software is a powerful tool that funds and private equity firms rely on during extensive, document-heavy processes. Our private equity project management software streamlines critical workflows, whether you are completing portfolio company filings, conducting investor reports, monitoring cap table management, or handling buy-side/sell-side diligence. DealRoom enables collaboration, organization, and a more efficient process.

Private equity firms can share confidential documents with partners, lenders, and portfolio companies, as well as utilize DealRoom’s project management capabilities. This allows practitioners to follow best principles and practices efficiently and successfully. With our analytics, practitioners can track user activity such as log-in frequency, document views, and more. DealRoom’s PE software provide important permissions’ control with four simple options: view, download, download original, and edit. The PE software supports any file type, so everything can be uploaded, shared, and transferred within the platform.
It’s time to make your M&A process efficient, collaborative, and innovative.
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100+

Private equity firms from all over the United States trust Dealroom

50+

Customers use DealRoom to manage over fifty projects at a time

$150B+

Dollars in transaction value run on DealRoom to date

saas private equity administration software

SaaS Private Equity Administration Software

DealRoom’s private equity administration software enables improved investor, workflow and document management with advanced analytic reports customized to your project. A SaaS private equity platform, unlike other SaaS companies, DealRoom provides affordable monthly subscription plans that correlate with short-term and long-term project needs.

Private Equity Deal Flow Software

Having the ability to manage deal flow, progression and impending complications is an incredibly important responsibility of PE firms. DealRoom’s private equity deal tracking software allows practitioners to view all current projects, with due dates, progress, and responsible parties. Meanwhile, DealRoom’s private equity due diligence software allows practitioners to request and upload documents for a smooth and transparent diligence process.

private equity deal flow software
private equity crm

Private Equity CRM

DealRoom’s private equity crm software is not a traditional CRM and is geared toward the specific needs and pain points of the industry. DealRoom’s platform not only allows private equity professionals to monitor deal progression, but also understands the importance of monitoring relationships between key CEOs, investors and partners. This private equity portfolio management software makes it easy to manage important relationships essential to portfolio monitoring and future deal success.

Private Equity Data Room for Private Equity Firms

Since private equity firms are in constant deal mode, they don’t have time to worry about software inefficiencies. DealRoom provides private equity software solutions and is here to assist private equity firms with acquiring and divesting companies, raising funds, and proving necessary virtual data room capabilities.
Easy file sharing

DealRoom’s private equity software deals with a convenient and secure way to share files with portfolio companies. The platform supports all file types, such as .PDF, .XLS, and .JPEG.

Flexible Use

DealRoom’s private equity software can be used for buy-side or sell-side due diligence, portfolio company filings/reporting, investor reporting, and LP reporting. Teams may also use DealRoom for internal project management.

Simple Permissions

Choose from four simple permissions settings for files and requests. Using DealRoom’s data room private equity firms can update permissions easily and choose to set permissions on view, download, download original, or edit.

Effortless communication

DealRoom private equity data room provides private equity firms and investors with a simple way to communicate about requests, eliminating one-off emails. Under each specific request, all back-and-forth communication run on a single thread.

Beneficial Reporting

DealRoom is the best private equity software for simple, meaningful reports. Keep LPs and equity partners informed on the details of an investment by spinning up a PDF or Excel report in seconds. Filter by date, groups, lists, and more to easily share the data investors are interested in.

Granular Analytics

Know exactly which users opened specific files, and filter analytics by date, statues, priority, and more. The audit log tracks any and all activity within the room and can even allow practitioners to stay up-to-date on the deal pipeline and important market data.

One Powerful Private Equity Project Management Software With Many Uses

DealRoom’s private equity due diligence software and virtual data room makes it easy to manage funds and portfolios, while staying organized. Set permissions, track user activity, communicate with other team members, and more, without ever having to leave DealRoom. When everything is organized and easy to find, you get a bird’s eye view of your fund and can make decisions swiftly.

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private equity data room

SAAS Private Equity Which Solves Real Private Equity Challenges

DealRoom Private Equity Data Room Allows Team To Focus On The Deal, Not The Software.
Multiple Platforms

Tired of switching back-and-forth between email, Excel, and a VDR? With DealRoom private equity software, everything you need is on one platform. Teams can conduct portfolio management with DealRoom’s private equity portfolio monitoring software, spin up LP reporting quickly, and communicate effectively with investors. The software is intuitive to use, and users can customize it to their liking.

Version Control

Do you struggle to keep your investors informed in real-time? With DealRoom, everyone is updated in real-time and receive notification about important activities. Users can set the frequency of their personal notifications to immediately, hourly, daily, or weekly. Admins can also send out group-wide announcements on deal updates or an equity plan.

Lengthy Diligence

Due diligence is tedious and extremely time-consuming. Switching back-and-forth between software, version-control and one-off emails attachments can make the process even more hectic. DealRoom private equity due diligence software helps teams complete diligence 40% faster with features such as smart search.

Confidential Files

Using DealRoom private equity deal flow software, teams are able to share, transfer, and upload files or private equity data, without any security fears. DealRoom private equity software supports all file types and everything within the room is kept 100% confidential and secure. With our simple permissions, you can make sure users only have access to the files you want them too.

"I love task tracking feature that is unique to the DealRoom software private equity and the fact that you can control permissions down to the individual file level, but what I like the most about this software is the customer support. Additionally, the customer support team is extremely responsive and works to resolve your issue within 24 to 48 hours."
Curtis C., Private Equity Associate

Dealroom Overview

Demo

Interested in learning more about DealRoom? Sign up for a screen share demo today. Our demos cover the following topics:
  1. Current Process Assessment
  2. Industry Specific Platform Overview
  3. Features and Capabilities
  4. Customer Service
  5. Pricing that Fits Your Needs
  6. Answer any Additional Questions

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Pricing

Find out more about DealRoom’s pricing plans. Once you pick a plan, you can have a room up and running within minutes.
  1. Standard - for Small Teams
  2. Professional - for Deal Teams
  3. Company - for Multiple Teams
  4. Enterprise - for High Volume
  5. Deal / Project Based

All Inclusive Pricing

No matter what size business you are, we have a plan that will work for you. Our private equity software includes diligence, integration, and project management, as well as a full feature private equity data room and a dedicate success manager.

Ready to see how DealRoom can keep your portfolio companies deal ready and reduce LP reporting efforts? Check pricing or request a free demo!