Home/Project Management Software/DealRoom
Updated on: September 26, 2021

What is DealRoom ?

DealRoom - Project Management Software
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83% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

DealRoom

Diligence Management Platform and Virtual Data Room
(72 Ratings) Write Review

DealRoom is a diligence management platform that leverages Agile M&A to run productive processes. Requests can be separated into customisable and specific groups. Whether it is related to financial information or gathering diligence relating to intellectual property, Dealroom organises everything, making searches faster. The agile project management software prevents common inefficiencies related to due diligence, boosting the collaborative productivity of teams. As a result, duplicacy is eliminated along with work silos. Additionally, Dealroom also makes room for early integration of post-merger activities into the deal flow to increase the chances of success. It also has an inbuilt Virtual Data Room that utilises smart technology design. Other features include intuitive design, built-in security, dedicated backend support, agile M&A certification, and other smart features.

DealRoom Features Show All Features

DealRoom Technical details

Support 24/7 (Live rep) Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API NA Location / Phone Number Chicago, IL / +1 (312) 344-3442
Deployment SaaS/Web/Cloud Category Project Management Software

DealRoom Pricing

Pricing ModelFree Trial , Subscription , Quotation Based
Basic
$500 /Month

$500 per month billed annually

Features

  • Projects: 1
  • User: Unlimited
  • Data Storage: 5GB
Professional
$2,000 /Month

$500 per month billed annually

Features

  • Projects: Unlimited
  • User: Unlimited
  • Data Storage: 20GB
Enterprise
Custom

Features

  • Projects: Unlimited
  • User: Unlimited
  • Data Storage: 50GB–1TB
Screenshot of the Vendor Pricing Page
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Disclaimer: The pricing details were last updated on 02/11/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about DealRoom pricing.

DealRoom FAQs

DealRoom is Project Management Software. DealRoom offers the following functionalities:

  • Issue Management
  • Milestone Tracking
  • Percent-Complete Tracking
  • Project Planning
  • Status Tracking
  • Task Management
  • Time & Expense Tracking

Learn more about DealRoom features.

No, DealRoom does not provide API.

Ask the Community View Community

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DealRoom Reviews

OVERALL RATING
4.4
Based on 72 Rating(s)
Rating Distribution
  • 58.1 %
  • 38.7 %
  • 3.2 %
  • 0 %
  • 0 %
SHARE YOUR EXPERIENCE Write a Review
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Jess Casale
Jess CasaleSource : trustpilot.com
(Reviewed on 07 June 2019) Agile, Dynamic, and Intuitive!

I have been using DealRoom for about five months. In my experiences, it has been effective for everything from daily task management to achieving high-level initiatives. DealRoom is very dynamic and intuitive. I picked up on how everything works surprisingly fast. Although DealRoom is newer to the VDR market, I believe that it is the best and most cost-effective choice!

...more
Source : g2crowd.com
(Reviewed on 05 March 2019) "Great platform and easy to use. "

What do you like best?

Simple to use, with great screen nearness and run of the mill structure. The association and usability makes it easy to use. This was natural, and simple to simply step directly into. I had no issues, aside from not figuring out how to move records into a transfer line. The inquiry work, when endeavoring to transfer was great. It was not all that not the same as the "standard" that it was hard to make sense of.

What do you dislike?

I didn't see an approach to move documents for transfer. Other than that, the association and convenience makes it easy to use.

Recommendations to others considering the product

Great item. Still has opportunity to get better, however lovely darn great the manner in which it is. I didn't have to utilize any help. This was instinctive, and simple to simply step directly into.

What business problems are you solving with the product? What benefits have you realized?

Providing reports to individuals asking for them in a safe design. Simple to adapt, simple to utilize. We didn't choose, yet were approached to utilize this by somebody doing some work for us. Our industry, producing, isn't recorded in your rundown of businesses. I believe is ought to be. This was natural, and simple to simply step directly into

...more
Max P
Max PSource : g2crowd.com
(Reviewed on 05 March 2019) "Great platform and easy to use. "

What do you like best?

Simple to use, with great screen nearness and run of the mill structure. The association and usability makes it easy to use. This was natural, and simple to simply step directly into. I had no issues, aside from not figuring out how to move records into a transfer line. The inquiry work, when endeavoring to transfer was great. It was not all that not the same as the "standard" that it was hard to make sense of.

What do you dislike?

I didn't see an approach to move documents for transfer. Other than that, the association and convenience makes it easy to use.

Recommendations to others considering the product:

Great item. Still has opportunity to get better, however lovely darn great the manner in which it is. I didn't have to utilize any help. This was instinctive, and simple to simply step directly into.

What problems are you solving with the product? What benefits have you realized?

Providing reports to individuals asking for them in a safe design. Simple to adapt, simple to utilize. We didn't choose, yet were approached to utilize this by somebody doing some work for us. Our industry, producing, isn't recorded in your rundown of businesses. I believe is ought to be. This was natural, and simple to simply step directly into

...more
Hunter
HunterSource : trustpilot.com
(Reviewed on 04 March 2019) Go To VDR

Go to VDR provider. Very user friendly and a nice interface. The diligence tracker that DealRoom offers is a great tool; it makes the diligence process much more streamlined and efficient. Overall, best VDR provider in the market.

...more
Anonymous Reviewer
Anonymous ReviewerSource : financesonline.com
(Reviewed on 27 December 2018) Great experience all around with Dealroom.

PROS & CONS

What are the best aspects of this product?

We have been using Dealroom for due diligence and post-merger integration processes. 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 process with a large amount of buyers. Highly recommended!

What aspects are problematic or could work better?

More integration options would be good

What features/services would you like to see in future versions of this product?

Would like to see integration with any e-signature software

What specific problems in your company were solved by this product?

Manage due diligence and pmi processes

Are you a current user of this product?

No

...more
Anonymous Reviewer
Anonymous ReviewerSource : financesonline.com
(Reviewed on 21 December 2018) Simple and easy to use

PROS & CONS

What are the best aspects of this product?

The ease of use is amazing. In in hour you can get used managing all the vdr features, invite people, set permissions etc. Platform is very intuitive and easy to navigate. Customer support is very helpful. Especially their success manager Julia who helped us to walk through any questions we had.

What aspects are problematic or could work better?

Missing Outlook integration

What features/services would you like to see in future versions of this product?

I would like to be able to make branding and customize my rooms a little bit more.

What specific problems in your company were solved by this product?

It helped us manage documents and share info between our firm and and clients. It helps us to manage user activities and analytics in deals. It also help us to manage users and their permissions and access.

Are you a current user of this product?

No

...more
kanstantsin husarevich
kanstantsin husarevichSource : trustpilot.com
(Reviewed on 21 December 2018) Superior product at fair price

Dealroom is really great. No plugins or proprietary software are required. The best part about Dealroom is easy requests management and analytics. We used it to track diligence progress and check document activity. These features really set Dealroom apart from other platforms available in the marketplace right now.

...more
Source : g2crowd.com
(Reviewed on 14 September 2018) "Excellent tool for fundraising and investor relations"

...more
Source : g2crowd.com
(Reviewed on 01 March 2018) "Great for our banking needs"

What do you like best?

Request list organization for new engagements

What do you dislike?

Not being able to import whole folders into dealroom

Recommendations to others considering the product

Use their customer service

What business problems are you solving with the product? What benefits have you realized?

Due diligence requests for our transactions has become an efficient process for Auctus. We as a firm have realized great time efficiencies.

...more
Source : g2crowd.com
(Reviewed on 31 January 2018) "Easy to use UI and great customer serv"

What do you like best?

The customer service is prompt and helpful. They take care of the job if needed freeing up my time.

What do you dislike?

PDF, XLSX previews are oversized and dont fit to the screen. to view them accurately there is no other choice other than downloading the file.

Recommendations to others considering the product

Great customer support and is a great platform.

What business problems are you solving with the product? What benefits have you realized?

Sercure document Exchange

...more
Read All Reviews

Videos on DealRoom

DealRoom Screenshots

DealRoom screenshot: All requests can be viewed in a single list, with at-a-glance information on priority and status
DealRoom screenshot: Document activity can be visualized
DealRoom screenshot: All request progress can be viewed in a single panel
DealRoom screenshot: Comments can be added to each request, and relevant documents can be linked
DealRoom screenshot: Multiple documents can be uploaded with drag-and-drop upload
DealRoom screenshot: Permissions can be managed for each file and folder
DealRoom screenshot: Full text search allows users to locate information within documents
DealRoom screenshot: Users can view all linked requests from within each document
DealRoom screenshot: Users can generate reports and export information
DealRoom screenshot: Diligence request progress can be tracked over time
DealRoom screenshot: All requests can be viewed in a single list, with at-a-glance information on priority and status
DealRoom screenshot: All requests can be viewed in a single list, with at-a-glance information on priority and status
DealRoom screenshot: Document activity can be visualized
DealRoom screenshot: All request progress can be viewed in a single panel
DealRoom screenshot: Comments can be added to each request, and relevant documents can be linked
DealRoom screenshot: Multiple documents can be uploaded with drag-and-drop upload
DealRoom screenshot: Permissions can be managed for each file and folder
DealRoom screenshot: Full text search allows users to locate information within documents
DealRoom screenshot: Users can view all linked requests from within each document
DealRoom screenshot: Users can generate reports and export information
DealRoom screenshot: Diligence request progress can be tracked over time

DealRoom Integration

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