ADVISORS

DealRoom for M&A Advisors

Whether you’re advising M&As, IPOs or private placements, DealRoom’s intuitive  project management platform will organize and streamline your efforts.

We help running deals efficiently

DealRoom enables organized workflows, centralized communications and secure document management, ensuring client and deal success.

DealRoom combines a traditional data room with an intuitive project management solution based on Agile principles. DealRoom’s software provides collaboration, flexibility, insightful data, and continued innovation. The platform utilizes technology such as machine learning, smart search and live linking to ensure that advisors close deals faster and guarantee client success.

The DealRoom Agile M&A Platform includes

DOCUMENTS MANAGEMENT

DealRoom’s document management allows users to securely upload, share, and transfer any files or documents.

REQUESTS MANAGEMENT

Requests eliminate the need for Excel trackers, a line item in Excel can simply become a request in the platform.

ADVANCED ANALYTICS

Know which users are looking at specific documents and much more with DealRoom’s advanced analytics features.

INTEGRATIONS

DealRoom integrates with modern and useful tools such as Slack, Salesforce, and Office 365 to simplify your M&A process.

Share financial and operational information in a secure space

Make your document management effortless. Upload files easily using drag and drop, rearrange folders, and reorder the index, use smart search to find any files you need.

Communicate all on one platform

Instead of sending one-off emails to ask questions, or navigating through long email threads, communicate and comment within one platform. Users, such as clients or bidders, simply receive a notification when a their request is completed and documents have been added.

Manage a more efficient Q&A process

Streamline communications and workflows by removing Excel spreadsheets, information silos, emails and frequent meetings from the diligence process with DealRoom requests.

Prevent post-close failure with early integration planning

Integration and post-closing success should not be neglected. With careful planning and smarter tools, this is something that advisors can duplicate with precision. Seamlessly move from diligence to integration in a continuous workflow.

What Our Clients Say

Excellent platform with ease of use

Dealroom is easy to use, you can populate dealroom with your due diligence folders and create due diligence list right inside the dealroom instead of sending the due diligence list separately to your clients.

Ovais A. S.

Most innovative dataroom provider in the market right now

I love task tracking feature that is unique to the DealRoom software and the fact that you can control permissions down to the individual file level, but what I like the most about this software is the customer suppport.

Curtis S. C.

Easy experience for end user!

Intuitive, just like managing folders and documents on my computer. Never had a proble gaining access.

Kelli M.