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Average Ratings 67 Ratings
Description
Enhance your deal flow through clear and efficient due diligence powered by AI. Our platform empowers private equity firms and wealth managers to boost their productivity by automating tedious diligence processes. You can easily import data from your virtual data room (VDR), shared drives, or even your local storage. Simply upload your due diligence questionnaires, and watch as Clarum swiftly addresses hundreds of inquiries in mere minutes. It utilizes your entire knowledge repository, ensuring that every figure or statement is traceable back to its original document. To guarantee the accuracy and dependability of the information provided, we implement various validation checks. In addition to importing data from VDRs, shared drives, emails, and local files, you can efficiently address numerous questions from due diligence forms in minutes, rather than extending the timeframe to weeks. The system intelligently generates questions and requests for information based on any gaps identified, allowing for thorough searches across all your data sources to locate a specific chart within a PDF, extract a table from a spreadsheet, or pinpoint a crucial figure from a presentation. Ultimately, this streamlined process not only saves time but also enhances decision-making capabilities in due diligence.
Description
DealRoom is a lifecycle management platform for professionals involved in complex finance transactions like M&A. Our platform offers secure data storage, diligence management, and pipeline management. It also allows for overall project management. Our goal is to assist teams in creating a better M&A process. This allows for innovation, value-creation, and the original vision of the deal to be maintained and implemented.
Why was DealRoom started?
M&A is perhaps the most complex, information-dense and unpredictable process within the corporate sector. Transactions begin with the promise of innovation and value creation by combining the strengths and cultures of two unique entities. However, initial goals are often lost. As deals continue to grow in quantity and transaction size, DealRoom aims to create a more collaborative, people-driven and equitable M&A process that focuses on the original vision of innovation. Mission Statement.
How does DealRoom differ from other providers? Unlike other providers, DealRoom has project management capabilities to improve a client’s overall process and eliminate common inefficiencies such as Excel trackers, one-off emails, and unsafe file sharing.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft Outlook
NetSuite
Salesforce
Scalestack
Slack
Syfter
Integrations
Microsoft 365
Microsoft Outlook
NetSuite
Salesforce
Scalestack
Slack
Syfter
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1000.00/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Clarum
Founded
2023
Country
United States
Website
clarum.ai/
Vendor Details
Company Name
DealRoom
Founded
2012
Country
United States
Website
dealroom.net
Product Features
Product Features
Data Governance
Access Control
Data Discovery
Data Mapping
Data Profiling
Deletion Management
Email Management
Policy Management
Process Management
Roles Management
Storage Management
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management