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

"...I would use this product again for deal management workflows...." Peer review by James C.

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?

What Are the key features of DealRoom for Merger And Acquisition?

How can DealRoom optimize your Collaboration Workflow?

What Are the key features of DealRoom for Workflow Management?

How does DealRoom address your Deal Management Challenges?

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

Manufacturing

CASE STUDY Emerson

Emerson needed a better way to manage M&A deals. They were unhappy with high costs, hidden fees, and confusing platforms from other data room providers. They chose DealRoom for its fair pricing and e...asy-to-use features. The team quickly adopted the platform with little training needed. Emerson now handles deals up to eleven figures using DealRoom. They saved a lot of money and improved their deal process.

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CASE STUDY Farmers Business Network

Farmers Business Network needed to improve their M&A process. Their old way used emails, spreadsheets, and many tools, which caused confusion and delays. They chose DealRoom to organize all M&A work ...in one place. DealRoom helped them work faster, keep documents together, and manage more deals at once. Now, they can handle 12-15 deals at the same time and save time and money. Their team communicates better and finishes deals more quickly.

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Management Consulting

CASE STUDY Raincatcher

Raincatcher is an M&A firm that had trouble managing data rooms and workflows using spreadsheets and email. They needed a better way to organize documents, improve security, and speed up their deal p...rocess. They chose DealRoom after considering eight other platforms. DealRoom helped them centralize their work, improve security, and streamline communication. As a result, Raincatcher saw a 40% increase in team efficiency and achieved a 10x return on investment. Deals closed faster and with a higher success rate.

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Information Technology and Services

CASE STUDY AppHub

AppHub needed a better way to manage their M&A process. They had problems with other data room providers, like unexpected costs, lost information, and slow onboarding. They chose DealRoom because it ...was easy to use and helped them organize all deal details in one place. The team quickly learned the platform and liked its clean dashboard and live updates. With DealRoom, AppHub saved over 5 hours a week, improved professionalism, and made their M&A process smoother and more efficient.

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Management Consulting

CASE STUDY Wipfli

Wipfli had trouble tracking tasks and documents for M&A deals. They used Excel and ShareFile, which made it hard to find documents and caused duplicate work. DealRoom replaced these tools and made it... easier to manage tasks and documents. The platform's security features helped control access for different teams. Wipfli saved over 20 hours per deal and improved project management and deal sourcing.

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Manufacturing

CASE STUDY The AZEK Company

The AZEK Company needed a better way to manage their M&A deals. Their old system was slow and caused confusion. They chose DealRoom for its easy-to-use platform and strong features. The team onboarde...d quickly and worked better together. They saved $93,000 a year by not needing an analyst. Deals closed faster, including one in just eight weeks, the fastest in their history.

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Video

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

Facebook Linkedin Twitter

Financials

PRIVATE