DealRoom is an agile project management and file sharing tool for the modern M&A.
Data room improvements have stagnated since the 90’s. Instead of waiting for data room providers to modernize processes, our team of former M&A professionals decided to create something better. DealRoom is the industry’s leading project management software that creates a better M&A experience for you and your client. Data storage, diligence tracking, and communication tools are all on one integrated smart platform, which allows users to eliminate duplicate work, track progress and get insightful analytics. Our technology makes M&A deals more predictable, consistent, and Agile. We provide value and create a better M&A experience for you and your client.
Awarded the Quality Choice Award
Awarded the Trusted Vendor Award
Awarded the Happiest Users Award
DealRoom currently scores 86/100 in the File Transfer & Sharing category. This is based on user satisfaction (86/100), press buzz (48/100), recent user trends (rising), and other relevant information on DealRoom gathered from around the web.
| The score for this software has improved over the past month. What is this? |
Regional Restrictions: N/A
Useful Buyer Behavior Data
Track Updates and Progress
Complete Due Diligence with the Requests Tab
Stay Organized During Deal Management
One Fully Integrated Software
Yes.
Yes. We provide video tutorials and 24/7 customer support.
Slack and Salesforce.
Slack.
Financial transactions, M&A deals, corporate project management, and file sharing.
Slack and Salesforce.
Investment bankers and M&A practitioners.
The sentiment map shows a snapshot of how Crozdesk users have rated DealRoom over time. It shows how existing users see DealRoom with regards to its usefulness, ease of use, value for money and customer service.
Recent
Older 
The platform helps us organize all activities in our deal flow and does so in a way that makes the progress visible and actionable by everyone on our team involved in the transactions. The platform is easy to invite stakeholders to get involved and once inside, it is fairly easy to navigate once you are quickly orientated to the features.
The only negative I have experienced is that the Pipeline feature takes some getting used to in how to navigate and access the inner content of a prospect company if you are not using they system regularly. It is not necessarily intuitive. But, once you are familiar with how to navigate around inside and begin to access it regularly, it begins to make sense.
We use DealRoom to manage our M&A prospects in the Pipeline and also to organize and manage the due diligence phase of our transactions.
DealRoom ranks among the best virtual data room providers in terms of value and customer service. The unlimited page and user model is very popular with clients and the intuitive nature of the user interface adds to the ease of use for administrators
DealRoom's diligence request function is a great way to answer questions and link specific documents, but many users are not accustomed to using it and revert back to using Excel and email.
Dealroom is convenient and easy to use. The navigation and files organizing is very simple and convenient.
Nothing actually to dislike. To have more integration options would be very helpful for it sphere.
Documents sharing and internal tasks management
It was easy to use and support helped us a lot with everything. We are extremely pleased with the service they provide. It's very easy to drag and drop files and set permissions for documents. Their requests functionality is also very useful and helped us track internal tasks. Highly recommended!
Nothing actually. Would like to see more customization features and probably integration with Outlook.
We have been using Dealroom as a virtual data room for internal usage and sharing secure information with our clients.
