DealRoom Diligence

Eliminate the cost, lost time, and misalignment caused by managing your diligence process in disparate tools across teams.

Trusted by the world’s leading M&A practitioners

“Everything is in one spot with DealRoom.  Before you had a spreadsheet here, a one drive there.  Now it's all in one nice package."
Amy Weck
Senior Product Manager, Liberty Insurance

Diligence Features

Template automation

Create or import your preferred templates & playbooks, duplicate per deal, and customize as you need for each deal.

Deal request tracker

Easily create, assign, and manage diligence requests across internal and external teams. Plus, assign dates & send reminders.

Risk flagging

Flag risks, or Findings, as they relate to specific diligence requests to ensure that issues are identified and mitigated efficiently.

Granular permissions

Ensure collaboration at the apporporate levels to increase productivity and eliminate errors or confusion.

BI Reporting

Get real-time insight into the state of your team's work and everything you need to take action-without leaving DealRoom.
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Discover a better way to do M&A with DealRoom.