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Average Ratings 67 Ratings

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ease
features
design
support

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

Screenshots View All

Screenshots View All

Integrations

Datasite Diligence Virtual Data Room
Datasite Outreach
Datasite Prepare
Google Chrome
Microsoft 365
Microsoft Edge
Microsoft Outlook
Mozilla Firefox
NetSuite
Safari
Salesforce
Scalestack
Slack
Syfter

Integrations

Datasite Diligence Virtual Data Room
Datasite Outreach
Datasite Prepare
Google Chrome
Microsoft 365
Microsoft Edge
Microsoft Outlook
Mozilla Firefox
NetSuite
Safari
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

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

M&A

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

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