DealRoom Reviews & Pricing

Key Features

• Virtual Data Room: Securely store all documentation in one place in the data room. Upload and manage any type of file in the room; connect documents to complete due diligence requests, stay in control of file accessibility and visibility permissions, receive data analytics on document activity and more. 
• Pre-Built Templates: Accelerate workflow with DealRoom's pre-made template library, ranging from LOI forms, due diligence, cash flows, integration and more. 
• Smart Text Search: It offers the ability to search with just a few specific keywords through all the documents, files or folders and shows a small snippet before users open it. This capability helps when users can’t remember a document or file's specific name. 
• Security: Offers custom watermarks for documents that specify the name and date of the person who downloaded the document to prevent information leakage. Users can also set file permissions to view, print or download. Additional security features include two-factor authentication, encrypted and protected data, strict ID protocol and more. 
• Collaboration: Provides access to all project participants, from integral team members to external consultants, for fully cohesive collaboration. 
• Track Progress: Gain a better understanding of where employees are on the project timeline by assigning responsibilities to individuals or groups and monitor progress in various workflows. 
• Diligence Progress: Make work processes organized, predictable and risk-free by managing diligence requests in real time. Capture and use essential data to inform decisions and strategic managers on critical dealings. See what needs to be done to maintain the agreement. 
• Pipeline Management: Customize the deal dashboard and include the specific metadata that the team needs. Add action items and notes, easily review targets and see complete deal information such as deal lengths, start dates, end dates, and more. 
• Deal Management: Stay organized, track deal flows and see the big picture regardless of the deal stage. It facilitates multiple deals at various stages to provide the company with a complete progress report. 
• Post Merger Integration Planning: Let team members plan for success from the start of the deal. Gain visibility in real time to resolve strategic problems and to identify synergies. This visibility helps organizations plan, shape and transform everything, which is essential for a successful PMI process. 

Limitations

•  Sometimes links or emails get lost in spam filters. 
•  Has trouble loading certain large excel files in the browser. 
•  Has learning curve during the initial set up. 
•  The system can be slow at times. 

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