Agile M&A Project Management Software

Reduce time and effort spent during due diligence using DealRoom

Managing requests

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Easily manage deals with our tailored platform, 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.

Documents are Conveniently Managed and Secure

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

Drag-and-Drop File Upload

Effortlessly bulk upload documents and folders to get your due diligence started right away. Auto-indexing keeps everything organized and easy to find.

Simple Permissions

You can easily apply watermarks, and restrict viewing, downloading, and printing.

Full Text Search

Quickly find the information or document you need by searching keywords or phrases. You can also keyword search within a document.

Live-Link Documents

View related requests, or add new requests regarding the open document directly from viewer.

Drag-and-Drop File Upload

Effortlessly bulk upload documents and folders to get your due diligence started right away. Auto-indexing keeps everything organized and easy to find.

Simple Permissions

You can easily apply watermarks, and restrict viewing, downloading, and printing.

Full Text Search

Quickly find the information or document you need by searching keywords or phrases. You can also keyword search within a document.

Live-Link Documents

View related requests, or add new requests regarding the open document directly from viewer.

Organize Diligence Requests All in One Place

Streamline communications by eliminating the need for Excel trackers, emails and frequent meetings from the diligence process. Centralize risk findings, document requests, and share answers across functional teams.

Visual Request Lists

Live tracking, fewer emails, and a secure way to manage requests. Organized request lists help you easily manage every part of diligence.

Requests Import

Reuse Excel diligence templates in seconds.

Messages Notifications

Be in touch with your team and view new comments to requests.

Labels

Add custom labels for further diligence organization.

Progress Tracking

Check on the progress of every request created in one viewing page.

Visual Request Lists

Live tracking, fewer emails, and a secure way to manage requests. Organized request lists help you easily manage every part of diligence.

Requests Import

Reuse Excel diligence templates in seconds.

Messages Notifications

Be in touch with your team and view new comments to requests.

Labels

Add custom labels for further diligence organization.

Progress Tracking

Check on the progress of every request created in one viewing page.

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.

Explore the Data With Smart Analytics

DealRoom analytics give a bird’s eye view of every aspect of the deal & enable simple reporting. You can filter the data views, so it is easy to find any specific statistics you wish to analyze.

Track Diligence Progress

Track the progress of requests over time and monitor requests flagged as high risk or priority.

Predict Buyer Concerns

Analyze data based on activity patterns around requests & documents to predict where buyer concerns are before they bring them up. Track time spent & # of views to figure out what everyone’s top priorities are.

Documents Activity

See who viewed what documents and when, as well as who downloaded and uploaded files.

Investigate Buyers Engagement

See which buyer is spending the most time reviewing specific diligence requests to get a better idea of their engagement level.

Сonvenient Reporting

Create a PDF or Excel report of the analytic data in just one click.

Track Diligence Progress

Track the progress of requests over time and monitor requests flagged as high risk or priority.

Predict Buyer Concerns

Analyze data based on activity patterns around requests & documents to predict where buyer concerns are before they bring them up. Track time spent & # of views to figure out what everyone’s top priorities are.

Documents Activity

See who viewed what documents and when, as well as who downloaded and uploaded files.

Investigate Buyers Engagement

See which buyer is spending the most time reviewing specific diligence requests to get a better idea of their engagement level.

Сonvenient Reporting

Create a PDF or Excel report of the analytic data in just one click.

Additional Features

Permissions for Uploaded Files

Confirm permissions for uploaded documents before they become visible.

Project Plan Templates

Save time by creating reusable templates for every new deal.

Requests Dependencies

Know where the integrating roadblocks are and stay on schedule.

Real-Time Progress

View a project’s status without scheduling a meeting or sending another email.

Upload Directly to Request

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

Approve Request Answers

Check and approve answers before they become visible to buyers.

Mobile-Friendly

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

Time Tracking

Track only real activity spent in a room.

Filters

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

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.

Try DealRoom for free today!

Save time, hit deadlines and reach your goals using Dealroom.
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