Create a strong and streamlined process from deal sourcing, pipeline management, buy-side financial due diligence, and more.
Companies and teams involved on the buy-side of the M&A process are constantly juggling numerous projects at one time.
They need a way to stay organized, store data, and work together. DealRoom makes this possible.
Teams can easily access multiple projects on one platform, as well as securely share and transfer important files.
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.
Streamline communications and workflows by removing Excel spreadsheets, information silos, emails and frequent meetings from the diligence process.
With DealRoom, M&A buy-side teams have increased visibility into a deal’s pipeline. They can quickly access and review insightful user data captured. When everyone has a bird’s-eye view, it is easier to identify and plan for potential M&A risks early on.
Upload, share, transfer, and view within the room all the financial information and operational reports in a secure way.
Traditionally, buyers, sellers, and management teams communicate and share information across various platforms. With DealRoom, communication regarding files and documents can also happen within the room, ensuring that all confidential information remains secure.
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.