DealRoom is a due diligence and project management tool for mergers and acquisitions (M&A) transactions. Its integrated platform features due diligence tracking, data storage, and communication tools. In this article, we covered user reviews and pricing. Ready to try DealRoom? Get a free trial.
What DealRoom Does Well
Users who gave DealRoom a positive review said that the platform is intuitive and easy to set up. Some of them commended the ease of downloading due diligence lists, which streamlines the process of requesting and receiving documents. Prompt and reliable customer support was also cited.
One user who gave DealRoom a positive review on G2 Crowd said that it effectively uploads due diligence documents directly to the system and efficiently converts them into actionable items. She also shared that the email notifications are quite helpful in tracking the progress of their deals and activities.
What DealRoom Does Not Do Well
As of the date this article was written (11/08/2018), there are not a lot of negative DealRoom reviews online. However, some users wished for improved analytics and expanded integrations. Some of them also reported that the program is slow to respond at times.
One user who gave DealRoom a critical review on Capterra wished for more robust analytical features. He also suggested adding the option to integrate Microsoft Outlook into the system and improving its documents and contacts syncing capabilities.
DealRoom offers three subscription plans: Standard ($75/user/month), Professional ($150/user/month), and Enterprise (customized pricing). The main differences between the plans include the storage capacity allocated per member, as well as the availability of premium features such as pipeline management, custom reporting, and a dedicated customer success manager.
($/User per Month)
Project-based and annual pricing plans are also available. Interested users may contact sales support for more information.
Ready to try DealRoom? Get a free trial.
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Check out the list below of some of DealRoom’s features:
- Diligence/Integration Management
- Drag and Drop Document Collection
- Data Tracking and Analytics
- File Revision Control and Updating
- User Management Tools
- Detailed Audit Trail
- User Activity Tracker
- Two-Factor Authentication
- 256-bit AES Encryption
Does DealRoom offer discounted rates for annual subscribers?
What security measures does DealRoom provide to its clients?
Here is a list of some of DealRoom’s popular integrations:
Disclaimer: The following information was provided by DealRoom and does not necessarily reflect the views of FitSmallBusiness.com.
What is DealRoom?
Our mission: M&A is perhaps the most complex, information-dense and unpredictable processes within the corporate sector. M&A transactions begin with the promise of innovation and value creation by combining the strengths and cultures of two unique entities. However, somewhere during the antiquated, avaricious M&A process, these initial goals are often lost. As M&A deals continue to grow in quantity and transaction size, DealRoom aims to create more collaborative, people-driven and equitable deals that focuses more on the original vision of innovation. In our quest to create our platform, we assembled a team of M&A professionals to figure out the true pain points in the industry. Our software truly is designed to solve your problems.
Data room improvements have stagnated since the 90’s. Instead of waiting for data room providers to modernize processes, our team 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.
DealRoom News & Activity
Acquisition International Business Excellence Awards 2019: Best M&A Project Management Solution – USA
New Software Offering
FirmRoom is a cloud-based virtual data room designed primarily for the financial sector. The solution helps teams conduct due diligence through document storage and file sharing. Key features include data tracking, data analytics, audit trails, customized notifications, individual and bulk invitations, bulk file upload and a user activity tracker. FirmRoom allows users to transform, retrieve and classify documents and folders. Users can upload documents in bulk using a drag-and-drop functionality. Users can also assign permissions for viewing, printing and downloading documents, and apply watermarks and two-factor authentication.
DealRoom Partner Program
As a reseller partner, you’ll receive exclusive reseller resources and training. You will have 24/7 access to co-branded material, fully designed one pagers, and have the opportunity to sell additional services. Our customer success team will manage all client on-boarding, training, questions, and support once the room opens. We offer 40% lifetime commission for reseller partners.
As a referral partner, you’ll have access to exclusive sales resources, co-branded material, and training to help you increase revenue per client and raise client retention. You will have a partner feature in our webinar series and on the DealRoom website, as well as the opportunity to sell additional resources. Once a room opens, our customer success team will manage all onboarding and support. We offer 20% lifetime commission for referral partners.
DealRoom Customer Service
24/7 customer support via chat, email, or call email@example.com | 312.344.344
What makes DealRoom stand out from the competition?
Diligence management, bulk drag-and-drop upload, full text search, live link documents, visual requests list, diligence tracker analytics, detailed user analytics, project plan templates