Average Ratings 0 Ratings
Average Ratings 67 Ratings
Description
Trackers consolidate all your diligence checklists into one location. You can either upload a pre-existing checklist or make use of a previous template you've created. Manage permission controls for your trackers with precision, extending down to individual rows. Allow your target to directly upload and arrange relevant deal documents to facilitate smoother collaboration. Permissions can be quickly and easily adjusted to determine what each workstream is allowed to access. Build dedicated question-and-answer teams, categorize questions with filters, initiate approval workflows, and collaborate seamlessly via the mobile application. Stay informed with real-time updates from your team and generate customized reports to suit your needs. Monitor project activities and analytics at the level of documents, users, or workstreams. Each project is supported with proactive assistance at no additional charge, ensuring you receive practical help ranging from data room optimization to meeting your critical deadlines. With these features, you can streamline your processes and enhance teamwork effectively.
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
Datasite Diligence Virtual Data Room
Datasite Outreach
Datasite Prepare
Google Chrome
Microsoft 365
Microsoft Edge
Microsoft Outlook
Mozilla Firefox
NetSuite
Safari
Integrations
Datasite Diligence Virtual Data Room
Datasite Outreach
Datasite Prepare
Google Chrome
Microsoft 365
Microsoft Edge
Microsoft Outlook
Mozilla Firefox
NetSuite
Safari
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
Datasite
Founded
1968
Country
United States
Website
www.datasite.com/en/products/acquire
Vendor Details
Company Name
DealRoom
Founded
2012
Country
United States
Website
dealroom.net
Product Features
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
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