One platform for your team and your deals
Collaborate with everyone
Send messages and assign tasks to internal and external team members.
Access deal information
Review notes, open requests, high priority items, deal contacts, and more.
Eliminate inefficiencies
Prevent duplicate work, back-and-forth emails, work silos and disconnected technologies.
Securely store, share, and manage documents
Drag ’n drop Upload
Effortlessly bulk upload documents and folders. Auto indexing keeps everything organized and easy to find.
4-level permissions
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.
Manage multiple deals
simultaneously
Access an overview of multiple deals including revenue, business unit, business type, employee count, and more.
Access and manage key member information
Keep all your contacts information and team members all in one place.
Preview deals from the timeline view
Visually see your deals and how they compare on a timeline. Quicky see deal lengths, start dates, end dates, and more.
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BI Reporting
Streamline diligence management and communication
Plan integration easily
Be ready to execute your post-merger integration plan on Day 1.
Keep teams aligned to realize all value opportunities
Ensure that everyone knows timelines, tasks, and dependencies.
Track integration progress
Be confident that you and all stakeholders are constantly in the know of integration progress and priorities.
Track diligence progress
Track the progress of requests over time and monitor requests flagged as high risk or priority.
Review 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.
Integrations
Push room notifications to designated slack channels.
Import and export contacts and team members right from your organization.
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Push notifications to the channel linking back to DealRoom.
Cover your single-sign-on needs across all apps including DealRoom.
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Manage access across your applications and DealRoom.
Access Google apps and DealRoom directly without a second sign-in.
Pre-built templates
Speed up your process with DealRoom’s library of pre-made templates that ranges from due diligence, form of LOI, flows of funds, to integration and more.
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