A unified platform purpose-built to optimize the M&A lifecycle

Say good-bye to traditional, fragmented M&A approaches and modernize the way your teams communicate and manage deal execution.

Increase deal management efficiency

Realize desired synergies faster

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Trusted by the world’s leading M&A practitioners

Eliminate the need to switch between multiple disparate tools with ONE M&A platform

The old way

Deal data disarray

Scattered deal information across disparate tools, from Excel to VDRs, results in inefficiencies and potential loss of details.

Fragmented collaboration

Deal communications dispersed across numerous email threads leave stakeholders uninformed.

Manual Workload

Managing all document requests, task assignments, and reporting manually contributes to time-consuming workflows.

The DealRoom way

Centralized deal data

Efficiently manage all deal data across pipeline, diligence, and integration planning stages in a unified platform.

Unified collaboration

Stakeholders can seamlessly engage, comment, & manage all deal communications to keep everyone well-informed.

Automated workflows

Save hours each day by minimizing manual tasks, automating task delegation, and scheduling report deliveries.

Single source of truth for end-to-end M&A execution

NO more juggling between disparate tools, NO broken communications.
DealRoom offers everything your corporate development teams need to navigate deal complexities & maximize M&A efficiency.

Save hours per day by streamlining deal workflow management and teams collaboration

Track deal targets

Easily view and track all your deals across various stages of your pipeline.

Track communication with targets

Seamlessly integrate emails, take quick deal notes, & track all interactions with target companies in the pipeline.

Centralize deal data

Establish a unified repository for all deal information within your pipeline.

Automated reporting

Enable quick, accurate data insights on pipeline performance with automated report creation & distribution.

Centralize diligence parties

One platform to perform all diligence requests & facilitate smooth information exchange among all stakeholders involved.

Built-in project management tools

Effectively manage all diligence requests, delegate tasks, make notes, and streamline communication.

Secure data room

Securely store and manage all diligence-related documents in a centralized location.

Communication hub

Foster transparent and efficient interaction among all stakeholders, reducing errors & accelerating deal closures.

Seamless integration setup

Begin integration planning while diligencing with secure, centralized access to all deal data.

Align integration with deal objectives

Connect integration tasks with strategic objectives to enhance team focus.

Enhanced data visibility and control

Enable real-time collaboration, promoting team alignment and efficiency.

Maximize synergy captures

With proper integration plan capture synergies and eliminate any deal thesis confusion.

Synergy reporting

Generate comprehensive BI reports for actionable insights & clarity on value-captured.

Pipeline analytics

One platform to perform all diligence requests & facilitate smooth information exchange among all stakeholders involved.

Progress reports

Effectively manage all diligence requests, delegate tasks, make notes, and streamline communication.

Executive dashboards

Securely store and manage all diligence-related documents in a centralized location.

Teams performance

Foster transparent and efficient interaction among all stakeholders, reducing errors & accelerating deal closures.

“DealRoom is going to save you a lot of heartache, time, and money. It knocks a week off the process for us. You guys have an intuitive product, and it does so much more than be a data room.”

Harrison Thomas

Chief of Growth Officer, Beacon

“People don't believe me when I tell them the ROI.
I closed the fastest deal of my career on DealRoom.”

Chris Russell

VP of Corporate Development, Azek

Streamline your budget by achieving higher deal throughput with fewer billable hours

Cut costs of utilizing multiple tools

Conduct M&A pipeline, diligence, and integration all within a single comprehensive tool.

Automate repetitive tasks

Decrease staff billable hours and workload by automating repetitive tasks throughout your M&A deal lifecycle.

Streamline Target Identification

Centralize pipeline information about all target deals for swift decision-making and increased deal throughput.

Efficient Diligence Management

Accelerate deal execution by seamlessly linking diligence requests with documents stored in the built-in data room.

Seamless Project Management

Drive deal progression by centralizing all deal-specific tasks and collaboration across the entire deal lifecycle.

“DealRoom is a no-brainer, makes life easier, and saves a significant amount of money”

John Orbe

Associate General Counsel - M&A at Emerson

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Eliminate misalignment among stakeholders with easy-to-use tools for any user

Leverage built-in intuitive tools

Unified deal progression

Easily transition your deals through their various stages using a single platform, streamlining workflows for all stakeholders.

Granular permissions

Restrict access to sensitive deal documents and requests with role-based permissions.

Seamless access management

Centralize all requests & deal data, ensuring stakeholders easily track deal information for informed decisions.

Powerful tasks management

Easily create, assign, and track requests efficiently, ensuring no task is overlooked.

Navigate through user-friendly interfaces

Easy navigation

Seamlessly learn the platform without the need for extensive technical proficiency or training.

Effortless communication

Comment, tag and post queries to specific groups involved in the deal, fostering easy communication.

Easy document management

Upload, view, and redact deal documents, and link them directly to relevant requests.

“DealRoom has brought organization to the team. Being able to organize the chaos of integration in one system between the incoming firm and our firm is awesome.”

Nicole Markowski

Manager Corporate Development at Wipfli

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Frequently asked questions

What is DealRoom M&A Optimization Platform?

The DealRoom M&A Optimization Platform is a comprehensive solution designed to optimize the entire M&A lifecycle. It provides a centralized platform for managing all aspects of M&A deals, including pipeline management, due diligence, integration planning, and post-merger activities. With DealRoom, teams can efficiently organize deal-related documents, communication, tasks, and reporting, all in one intuitive solution.

Can I collaborate with team members on deals within the Platform?

Yes, collaboration is a core aspect of the DealRoom platform. You can seamlessly collaborate with team members on deals by sharing information, assigning tasks, and communicating directly within the platform. This fosters efficient team collaboration, ensuring that everyone involved in the deal is aligned and informed throughout the process.

How can I schedule a demo of the Platform?

To schedule a demo, simply fill out your details in the form here and get a personalized demo with our sales team. During the demo, you'll receive- a live walkthrough of the entire platform, gain Insights on how DealRoom can increase your M&A efficiency and get an opportunity to have all your questions answered by our experts.

Where can I find pricing information for the Platform?

To purchase DealRoom M&A OptimizationPlatform, simply visit our pricing page for more details and to explore our pricing options here. Our pricing page provides comprehensive information on the features and packages available, ensuring you can choose the option that best fits your needs. If you have any specific questions or require further assistance, feel free to reach out to our sales team here, who will be happy to assist you.