Whether you’re advising M&As, IPOs or private placements, DealRoom’s intuitive project management platform will organize and streamline your efforts.
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.
DealRoom’s document management allows users to securely upload, share, and transfer any files or documents.
Requests eliminate the need for Excel trackers, a line item in Excel can simply become a request in the platform.
Know which users are looking at specific documents and much more with DealRoom’s advanced analytics features.
DealRoom integrates with modern and useful tools such as Slack, Salesforce, and Office 365 to simplify your M&A process.
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.
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.
Streamline communications and workflows by removing Excel spreadsheets, information silos, emails and frequent meetings from the diligence process with DealRoom requests.
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.
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.
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.
Intuitive, just like managing folders and documents on my computer. Never had a proble gaining access.