DealRoom 是一個集成的調查管理平台,將安全的虛擬數據室與通信和項目管理工具結合在一起,可將調查所花費的時間減少25-40%。在DealRoom中,所有調查操作都在安全,易於使用的基於Web的平台中進行。請求直接鏈接到文檔,從而無需電子表格和手動搜索。註釋直接鏈接到文檔和簡化溝通的請求。
A project management platform and virtual data room for M&A. The world's first and only Agile M&A platform designed to reduce work, track progress and utilize analytics on one centralized project management system. DealRoom is 40% faster and up to 50% less expensive than a traditional data room. Utilize innovative features such as diligence requests, smart search, document viewer, and pipeline management.
One platform for your team and your deals
Collaborate with everyone
Send messages and assign tasks to internal and external team members.
Access deal information
Review notes, open requests, high priority items, deal contacts, and more.
Eliminate inefficiencies
Prevent duplicate work, back-and-forth emails, work silos and disconnected technologies.
Securely store, share, and manage documents
Bring files and security security-sensitive together in one place, so you can organize and tackle your work efficiently.
Drag ’n drop Upload
Effortlessly bulk upload documents and folders. Auto indexing keeps everything organized and easy to find.
4-level permissions
Easily apply watermarks, and restrict viewing, downloading, and printing.
Full text search
Quickly find the information or document you need by searching keywords or phrases.
Manage multiple deals simultaneously
Access an overview of multiple deals including revenue, business unit, business type, employee count, and more.
Access and manage key member information
Keep all your contacts information and team members all in one place.
Preview deals from the timeline view
Visually see your deals and how they compare on a timeline. Quicky see deal lengths, start dates, end dates, and more.
Streamline diligence management and communication
Eliminate Excel trackers, emails, disconnected tools and frequent meetings from the diligence process.
Plan integration easily
Be ready to execute your post-merger integration plan on Day 1.
Keep teams aligned to realize all value opportunities
Ensure that everyone knows timelines, tasks, and dependencies.
Track integration progress
Be confident that you and all stakeholders are constantly in the know of integration progress and priorities.
Track diligence progress
Track the progress of requests over time and monitor requests flagged as high risk or priority.
Review documents activity
See who viewed what documents and when, as well as who downloaded and uploaded files.
Investigate buyers engagement
See which buyer is spending the most time reviewing specific diligence requests to get a better idea of their engagement level.
Integrations
DealRoom can integrate with modern and useful M&A tools to further create a central hub for collaboration and management across your deals. Get rid of information silos and simplify your M&A process.
Push room notifications to designated slack channels. |
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Import and export contacts and team members right from your organization. | |
Push notifications to the channel linking back to DealRoom. |
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Cover your single-sign-on needs across all apps including DealRoom. |
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Manage access across your applications and DealRoom. | |
Access Google apps and DealRoom directly without a second sign-in. |
Pre-built templates
Speed up your process with DealRoom’s library of pre-made templates that ranges from due diligence, form of LOI, flows of funds, to integration and more.
Sell-Side Manage your exclusive or competitive sell processes. |
Pipeline Deal origination management, ideal for 0-1 acquisitions/yr. |
Execution Suite Complete M&A lifecycle management, ideal for 2+ acquisitions/yr. |
Who is this plan for? For those looking to organize, manage, and create an accelerated due diligence process. |
Who is this plan for? For those that want to stay organized, on schedule, and informed at all times while simultaneously managing multiple deals |
Who is this plan for? For those looking to manage their sizeable pipeline, execute deals, and manage integration post close |
Diligence Requests Separate buyer access Pre-made diligence templates Granular Permissions Built-in Data Room |
Track & report on deals in one place Access project details with one click Preview deals from a timeline view Access and manage key member information Real-Time BI Reporting |
Everything included in pipeline and sell-side, plus.. Pipeline features Real-time BI reporting Execution Suite Features Customizable workflow templates Premium Support |
Sell-Side
Deal origination management, ideal for 0-1 acquisitions/yr.
Professional Unlimited users and 5 GB of data |
Professional Plus Unlimited users, 20 GB of data, & dedicated customer success manager |
Enterprise Unlimited users, 250 GB of data, & dedicated customer success manager |
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Projects | 1 | 1 | 1 |
Users | Unlimited | Unlimited | Unlimited |
Data + File Storage | 5GB | 20GB | 250GB |
Project Management | Create / complete diligence tasks, assign users, set dates, communicate with team members, and attach files |
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Data Room | Securely store and organize all file types | ||
Data room features | V | V | V |
Library of 25+ Diligence / Integration Templates | V | V | V |
Request management | V | V | V |
Auto Index and link Files to Requests upon Upload | V | V | V |
Task management designed for M&A | V | V | V |
Easy Import/Export | V | V | V |
Customize logo and colors | V | V | V |
Project timeline | V | V | V |
Progress reporting | V | V | V |
Named Client Success Manager | V | V |
Pipeline
Manage your exclusive or competitive sell processes.
Pipeline Professional A single platform to manage your pipeline, track target company data, build BI reporting, and share data analytics. |
Deal Profiles Unlimited Users Unlimited Data + File Storage 1GB Contact management V Pipeline reporting V Outlook/Gmail Integration V Easy Import/Export V Customize logo and colors V Named Client Success Manager V Customize logo and colors V Custom reporting V Custom configurations V Single sign-on (SSO) V Application Security V Data security: unauthorized access, data theft, and loss prevention Infrastructure Security Data, systems, and resources protection Data Center Certifications Enterprise-grade security |
Execution Suite
Complete M&A lifecycle management, ideal for 2+ acquisitions/yr.
Professional Manage the whole M&A lifecycle on a single, secure platform, all the way from origination through integration. Everything included in Pipeline Plan+ Deal Management + BI Reporting Suggested for frequent acquirers (1-5 deals/yr) |
Enterprise For large teams that simply require more. Get everything included in Professional + More Storage + SSO + Integrations Suggested for large teams or serial acquirers (5+ deals/yr) |
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Project Rooms | 10 rooms | Unlimited |
Pipelines | 1 | 2 |
Users | Unlimited | Unlimited |
Data + File Storage | 20GB | 50GB - 10TB |
M&A Science Academy Licenses | 1 included | 5 included |
Pipeline Features | Deal tracking, project details, timeline views, and member information | |
Pipeline Reporting Charts | 3 | Unlimited |
Execution Features | Diligence, pipeline, integration, and document management | |
Synergy Tracking | V | |
OKR Tracking | V | |
Custom configurations | V | |
Security | Customizable file, request, room, and permissions | |
Private Cloud | V | |
White Label | V | |
SSO | V | |
API | V | |
Support | Contact support via phone, chat, or email, as well as onboarding support | |
24/7 Concierge service | V | V |
Dedicated Success Manager | V | |
Executive-level support (5 hours) | V | |
Onboarding Package | V |