One platform for your team and your deals

An M&A platform is one system where a deal team runs pipeline, diligence and integration instead of switching between a spreadsheet, a data room, a project management tool and email. It holds the request lists, documents, findings, tasks and reporting for every deal in one place, with permissions that control what sellers and advisors see. DealRoom describes its version as the Operating System for Buyer-Led M&A™: an end-to-end platform where each completed deal leaves templates and data the next deal reuses.

A virtual data room stores and shares documents for one transaction, while an M&A platform runs the whole process around those documents. In DealRoom the data room sits inside each project room next to the diligence request list, so a seller's upload is filed into the right folder and marks the request complete. Findings logged during diligence carry into integration planning while pipeline reporting covers every deal. A standalone data room ends at close; the platform keeps the record.

An M&A platform replaces the stitched-together set most teams use today: Excel trackers for requests and pipeline, email threads for seller questions, a per-page virtual data room and a project management tool such as Asana or Monday for integration tasks. DealRoom covers those jobs in one system with request lists, a built-in data room, @mention comments, task dependencies and BI dashboards. Teams keep the tools that sit around the deal, like Slack, Outlook, Gmail and SSO, through native integrations.

Implementation time depends on how much existing process a team wants to template, but a first project room can be running in minutes. DealRoom's onboarding starts with a customer success manager who takes your current Excel tracker and folder structure and loads them into a room, then trains admins, sellers and advisors. A kickoff, process discovery, reporting review and training sessions follow for corporate development teams setting up pipeline and template rooms. Details: https://dealroom.net/product/onboarding-services

No, sellers do not need training to use DealRoom. When a request is assigned, the seller gets an email, clicks a link, sees only the requests assigned to them and drags and drops the file. DealRoom files the document into the correct data room folder and marks the request complete. "View as" lets your team check exactly what a seller sees before inviting them, which keeps the experience simple for first-time or unsophisticated sellers.

DealRoom is priced by the number of project rooms you open, not by users or pages. Every seat is included, so internal staff, sellers and external counsel can all work in the platform without adding cost. Pipeline usage is unlimited. There are no data-overage charges and the price is locked for the contract term. The entry package is called Growth and AI features are an add-on. Plan details are at https://dealroom.net/products/pricing

Yes, DealRoom provides a Model Context Protocol (MCP) server so agents such as Claude, ChatGPT and Microsoft Copilot can read deals, rooms, documents, tasks and findings on a user's behalf. Each user authenticates with their own DealRoom identity and the server checks every request against their existing permissions, so an agent cannot see anything the user could not already open. The connector is off by default, enabled per organization and currently in limited beta. See https://dealroom.net/trust/overview