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
See all business priorities See less business priorities

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

"...DealRoom is very easy to set up, upload and share docs on a confidential basis. ...." Peer review by Mark O., Partner, Banking

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.

DealRoom Customer wins, Customer success stories, Case studies

How efficiently Does DealRoom manage your Sales Document Management?

What makes DealRoom ideal for Merger And Acquisition?

How efficiently Does DealRoom manage your Collaboration?

How efficiently Does DealRoom manage your Workflow Management?

How can DealRoom optimize your Deal Management Workflow?

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.

Cadence Education - Education

Cadence Education used Excel trackers and many tools for M&A work. This made things slow and confusing as they grew. They switched to DealRoom to keep all deal information in one place and improve se...curity. DealRoom helped them organize documents, track tasks, and work better with outside teams. They saved over 40 hours of time, had easier meetings, and replaced many tools with just one. Everyone found the new system easy to use and liked the change.

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Miro - Information Technology And Services

Miro used many different tools to manage their M&A deals. This made their process slow and confusing. They chose DealRoom to bring all their M&A work into one platform. DealRoom helped Miro save 35 h...ours per deal. Miro now completes all M&A activities in DealRoom and finds it easier to work with their team.

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Jamf - Information Technology And Services

Jamf used Excel and many tools to manage M&A deals. This caused delays, lost opportunities, and poor tracking. They chose DealRoom to put all deal data in one place and automate reports. DealRoom hel...ped them standardize their process and improve visibility. As a result, Jamf cut deal time in half and managed over 20 deals worth more than $200 million. Their team now works faster and communicates better.

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SPS Commerce - Information Technology And Services

SPS Commerce had trouble managing M&A deals using many different tools. This made it hard to find documents and slowed down their work. They chose DealRoom to bring all their deal work into one place.... DealRoom helped them talk to target companies in real time and keep track of all documents. SPS Commerce now saves two hours of admin work each week and has finished more than two deals using DealRoom. The team finds it easier to work together and make decisions during M&A.

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UAP Inc. - Automotive

UAP Inc. is a large auto parts distributor in Canada. They managed many M&A deals each year but used Excel spreadsheets, which made reporting slow and hard to manage. This caused problems with sharin...g information, data security, and working with others. UAP Inc. chose DealRoom to help track deals, report data, and improve security. With DealRoom, they managed over 20 deals a year and saved more than 10 hours of manual work each week.

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Liberty Company Insurance Brokers - Insurance

Liberty Company Insurance Brokers managed 20-25 acquisitions each year. Their deal data was scattered, making it hard to track and slowing down work. They chose DealRoom to bring all deal information... into one place. DealRoom helped them organize each stage of their M&A process and made it easier for teams to work together. In the first year, they saved $200,000 by using DealRoom and cutting down on other tools and wasted time.

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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

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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

Financials

PRIVATE