DealRoom Overview

DealRoom reduces time and effort during due diligence and manages M&A deals efficiently. Agile M&A tools are provided for streamlined deal management.

Use Cases

Customers recommend Sales Document Management, Merger And Acquisition, Collaboration, as the business use cases that they have been most satisfied with while using DealRoom.

Other use cases:

  • Workflow Management
  • Deal Management
  • Content Management
  • Promotion Management
  • Discount Management
  • Engagement Management
  • Helpdesk Management
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Business Priorities

Enhance Customer Relationships and Improve Internal Communications are the most popular business priorities that customers and associates have achieved using DealRoom.

Other priorities:

  • Acquire Customers
  • Improve Consistency
  • Improve ROI
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DealRoom Use-Cases and Business Priorities: Customer Satisfaction Data

DealRoom's features include Alerts: Popups & Notifications, Templates, Personalization, etc. and DealRoom support capabilities include AI Powered, Phone Support, Email Support, etc. also DealRoom analytics capabilities include Custom Reports, and Analytics.

Reviews

"...It is incredibly easy to share documents while keeping them organized...." Peer review by Consultant

DealRoom, Prism PPM (formerly WorkOtter), TeamGantt, ClickUp, MeisterTask, etc., all belong to a category of solutions that help Project Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for DealRoom

Top Industries

  • Financial Services
  • Banking
  • Legal Services

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

DealRoom is popular in Financial Services, Banking, and Legal Services and is widely used by Small Business, Mid Market, and Large Enterprise.

Comprehensive Insights on DealRoom Use Cases

What solutions does DealRoom provide for Sales Document Management?

Why is DealRoom the best choice for Merger And Acquisition?

What benefits does DealRoom offer for Collaboration?

Why is DealRoom the best choice for Workflow Management?

How can DealRoom enhance your Deal Management process?

28+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well DealRoom solved their Project Management needs. Cuspera uses 1358 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.

Case Studies

CASE STUDY Paylocity

DealRoom helped Paylocity stop using Excel trackers for due diligence. Before DealRoom, Paylocity had problems with confusing spreadsheets, lost data, and long work hours. DealRoom gave them secure s...torage, easy task assignment, and templates that saved time. Paylocity finished integrations 4 months faster. They saved 3 to 4 hours a day during diligence. Time spent in Excel dropped by 50%.

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Consumer Services

CASE STUDY Easton Select Group

DealRoom helped Easton Select Group manage six acquisitions in five months. The company used DealRoom to centralize diligence, improve transparency, and align stakeholders. Easton Select Group faced ...challenges with disconnected systems and complex integrations. DealRoom provided a single hub for all deal data and communications. As a result, Easton Select Group closed six deals and reached $10M EBITDA quickly.

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Manufacturing

CASE STUDY Flex

DealRoom helped Flex move from old, unorganized M&A systems to a single, easy-to-use platform. Flex replaced four tools with DealRoom, making due diligence and deal management faster and more organiz...ed. The team now spends less time on calls and emails and more time on important work. Flex can handle more deals at once, with 13 transactions in process using DealRoom. Real-time insights and better access control improved efficiency and teamwork.

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Hospital & Health Care

CASE STUDY IVC Evidensia

DealRoom helped IVC Evidensia manage over 300 roll-up acquisitions per year. Before DealRoom, the team used spreadsheets, Dropbox, and email, which caused data silos and miscommunication. DealRoom pr...ovided a single source of truth, automated tasks, and supported multiple languages. The platform's AI-powered contract analysis reduced manual review time. IVC Evidensia completed 36 deals in one month and managed deals across 12 regions using DealRoom.

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Hospital & Health Care

CASE STUDY Bayada

DealRoom helped Bayada end spreadsheet chaos in their M&A process. Bayada used DealRoom to manage their M&A pipeline, control diligence, and support cultural integration. The platform's intuitive des...ign and daily digests made onboarding easy and kept deals on track. Diligence was 50% faster with DealRoom. Bayada now has scalable, repeatable processes and more control over their growth strategy.

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Information Technology and Services

CASE STUDY Pax8

DealRoom helped Pax8 take control of their data and speed up their fundraising process. Before, Pax8 relied on attorneys to manage data, causing delays and slow investor responses. With DealRoom, Pax...8 gained full control over data, permissions, and investor pipeline management. Integration was 50% faster than before. Pax8 improved investor relationships and could track and rate investors easily. The platform made it simple to share reports and manage access.

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Room Overview

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Frequently Asked Questions(FAQ)

for DealRoom

What is DealRoom?

DealRoom is an M&A Lifecycle Management Platform to manage their transactions end-to-end on one centralized platform with advanced security to store and share confidential information and effectively navigates the platform and utilizes innovative features when managing the deals. DealRoom enables business growth, efficiently collects, organizes, and shares all financial and operational documentation needed for due diligence during M&A and other financial transactions.

Dealroom keeps everything organized, secure, and easy to access reducing distraction and cost providing insightful analytics, tracking progress, activity, and gather insightful data for future use. It is widely used in industries including investment banks, real estate, corporate development, private equity, legal, and more.

Some of its features include collaborating with teams and deals, securely store, share, and manage documents, eliminates Excel trackers, emails, disconnected tools and frequent meetings from the diligence process, and integrates with modern and useful M&A tools to further create a central hub for collaboration and management across the deals.

What is DealRoom used for?

DealRoom is a Project Management Software mainly used by its customers to Enhance Customer Relationships and Improve Internal Communications by Sales Document Management, Merger And Acquisition and Collaboration .

What are the top features of DealRoom?

Alerts: popups & Notifications, Templates and Personalization are some of the top features of DealRoom.

Who uses DealRoom?

DealRoom is used by Financial Services, Banking and Legal Services among other industries.

What are DealRoom alternatives?

Prism PPM (Formerly WorkOtter), TeamGantt, ClickUp and MeisterTask are popular alternatives for DealRoom.

Where is DealRoom located?

DealRoom is headquartered at 205 W Wacker, Chicago, IL 60606, US.
lightning

Peers used DealRoom for sales document management and merger and acquisition

DealRoom Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.25/5 ★

Read Reviews (4)
Custom Reports

3.73/5 ★

Read Reviews (150)
Analytics

3.08/5 ★

Read Reviews (44)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.25/5 ★

Read Reviews (4)
Custom Reports

3.73/5 ★

Read Reviews (150)
Analytics

3.08/5 ★

Read Reviews (44)

Software Failure Risk Guidance

?

for DealRoom

Overall Risk Meter

Low Medium High

Top Failure Risks for DealRoom

Dealroom.co BV Profile

Company Name

Dealroom.co BV

Company Website

https://dealroom.net/

Year Founded

2012

HQ Location

205 W Wacker, Chicago, IL 60606, US

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

PRIVATE