Virtual Data Room for Private Equity Deals

When you have partners to communicate with, funds to raise and manage, and ongoing investments, you need a secure platform to help run the process. DealRoom’s software provides private equity teams with a safe way to share and store vital information.

Private Equity & Venture Capital Firms Use DealRoom For:

Portfolio Management
Equity Investments
Due Diligence
Investor & Partner Communication
Raising a Fund & Exits
Buy Outs

Solutions for Private Equity & Venture Capital Firms


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.



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.


Document Repository

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


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.

How DealRoom Data Room Helps

secure PE documents storage

Secure Access and Organized Documents

With drag-and-drop, quickly upload documents and files, rearrange the index, and move files into folders. You can also search and find the files using smart full-text search feature. And just like you bookmark sites you often frequent, users can bookmark files for convenient access.

Convenient Information Sharing

Stay completely in control of who has access to what. There are four document permissions to pick from; administrators can choose between view, download, download original, and edit. File and user permissions are adjustable at any time.

information sharing
private equity deal management

Private Equity Deals Management

In DealRoom, private equity teams can manage and store all their ongoing, future, and past deals. Each deal has its own deal card which displays relevant information such as open requests, updates, revenue, etc. Deals can also be grouped together based on lifecycle stage like diligence or closing.

Efficient Investor Due Diligence

Diligence doesn’t have to be an extremely time-consuming and messy ordeal. Because DealRoom combines project management with a VDR, investor diligence can be completed in an organized and efficient way. We enable teams to complete the entire diligence process, including diligence requests and tracking, on one platform.

due diligence private equity
setup private equity data room

Quick & Painless 5 Minutes Setup

Due to DealRoom’s intuitive nature and user friendly interface, teams can get ramped up and started within minutes. New users can set permissions, import templates, and assign roles all with the click of a button. If questions do arise, our customer success team is available 24/7 to assist you. We are also available to onboard any new team members throughout the process.

Get Started with DealRoom

Contact us now to learn more about how a DealRoom Virtual Data Room can level up your business

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.

"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

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!

Dealroom Overview


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