DealRoom products

DealRoom's platform includes Pipeline, Diligence, Integration, a virtual data room, BI Reporting and DealRoom AI, sold together as one end-to-end M&A platform or as individual products. Pipeline tracks targets and active deals, Diligence turns your checklist into a request list with a data room inside each room. Integration plans workstreams from live findings. BI Reporting adds dashboards built on Looker. The AI add-on covers document summaries, data room chat, document organization and pipeline updates.

Yes, each DealRoom product can be purchased as a standalone tool, though DealRoom positions the full platform as the way to get compounding value. Running pipeline, diligence and integration in one system means a deal moves from the pipeline into a diligence room without re-keying while findings flow into the integration plan. Pricing is based on project rooms opened, with unlimited users. Your account manager scopes which products fit; see https://dealroom.net/products/pricing

In a connected M&A system, the pipeline deal card becomes the diligence room at LOI. The diligence request list then feeds the integration plan. In DealRoom, requests carry status, seller assignee, reviewers and due dates. Any risk logged as a Finding carries an owner and mitigation plan into the integration worklist that sits alongside diligence. Timestamps on each stage move feed BI dashboards, so leaders see pipeline, diligence and integration progress without chasing status by email.

M&A project management software assigns the tasks inside a deal, tracks their due dates and shows dependencies across workstreams. In DealRoom, tasks have owners, due dates and email reminders. A "My Work" view collects everything assigned to you across deals. Integration worklists add blocked-by and blocking dependencies, a Gantt timeline and dates set relative to milestones such as close, so moving one date re-plans the workstream. Comments with @mentions keep discussion on the task rather than in email.

Yes, DealRoom includes BI Reporting, built on embedded Google Looker. Out-of-the-box dashboards cover pipeline by phase, type and status, funnel conversion, stage durations, team productivity and leadership views. Editor licenses let your team build custom dashboards. A DealRoom BI specialist can build dashboards for you at no extra cost. Reports can be scheduled by email to internal or external recipients and exported to Excel. BI reads DealRoom data; it does not write back to deal cards.

DealRoom's AI features run inside the diligence and pipeline workflows rather than as a separate chatbot. Named assistants include Deal Builder for playbook generation, AI Document Organizer for filing bulk uploads, AI Document Intelligence for key-term extraction and risk flagging, Dynamic Summary Generation across many documents, Deal-Level Chat with cited answers, plus Pipeline Deal Summaries, Pipeline Data Updates and Pipeline Tasks. Every extracted value links to its source excerpt and page. Users can only analyze documents they are permitted to see.

Post-merger integration software plans and tracks the workstreams that capture a deal's value after close. In DealRoom, the integration worklist sits beside the diligence worklist, so the integration lead joins early and plans from live findings instead of a handover deck. Templates cover the roughly 70 percent of an integration plan that repeats deal to deal, with the rest driven by findings. Synergy Tracker records revenue, cost and operational synergies with owners and status, reported through BI.