Agile M&A Project Management Software

Reduce time and effort spent during due diligence using DealRoom.

Product Overview

Easily manage deals with our tailored m&a project management software, and customize it to match your needs.

DealRoom lets you track every part of due diligence from start to finish. Your data storage, diligence tracking, and communication tools are all on one integrated platform.
request details

Documents are Conveniently Managed and Secure

Upload documents, set file visibility, and assign tasks in minutes.

Organize Diligence Requests All in One Place

Streamline communications by eliminating the need for Excel trackers, emails and frequent meetings from the diligence process.

Eliminate and Answer Duplicate Requests in One Click

Say goodbye to answering duplicate requests. With the help of machine learning, the system will pull up previously related documents and responses.
Visual Request Lists

Explore the Data With Smart Analytics

DealRoom analytics give a bird’s eye view of every aspect of the deal & enable simple reporting.

Additional Features

Permissions for Uploaded Files

Permissions for Uploaded Files

Confirm permissions for uploaded documents before they become visible.
Project Plan Templates

Project Plan Templates

Save time by creating reusable templates for every new deal.
Requests Dependencies

Requests Dependencies

Know where the integrating roadblocks are and stay on schedule.
Real-Time Progress

Real-Time Progress

View a project’s status without scheduling a meeting or sending another email.
Upload Directly to Request

Upload Directly to Request

Upload documents to an individual request by simply dragging and dropping.
Approve Request Answers

Approve Request Answers

Check and approve answers before they become visible to buyers.
Mobile-Friendly

Mobile-Friendly

View documents and manage a deal from your phone or tablet.
Time Tracking

Time Tracking

Track only real activity spent in a room.
Filters

Filters

Use filters to only view specific requests or documents, such as date created or uploaded.
Detailed Audit Trails

Detailed Audit Trails

Document a comprehensive record of party engagement.

Integrations

DealRoom can integrate with modern and useful tools to further create a central hub for collaboration and management across your deals. Get rid of information silos and simplify your M&A process.
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Save time, hit deadlines and reach your goals using Dealroom.