DealRoom 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

DealRoom

4.6

(247)

Pricing

Starting at $1,250.00 per month

About DealRoom

DealRoom is a cloud-based M&A lifecycle management software for investment banking, private equity and corporate development teams. The solution helps organizations to manage deals by storing and sharing documents, track due diligence tasks and communicate with reviewers in real-time. Key features include a shared workspace, audit trails, project analytics and document recall.

The software includes all standard virtual data room capabilities, alongside diligence, integration, and pipeline management.

Users can upload documents in bulk using a drag-and-drop interface. Users can also apply watermarks to documents and assign permissions for viewing, printing and downloading. The solution uses machine learning to detect duplicate requests and automatically fetches existing responses or documents.

DealRoom enables users to flag high-risk or priority requests. The solution also helps users predict buyer concerns by analyzing document activity such as number of views. The solution provides a mobile-friendly interface that helps users to view documents on tablets or phones.

Services are offered on a monthly subscription basis with support via email, phone and live chat.

DealRoom Screenshots

DealRoom Pricing and Plans

Starting price: $1,250.00 per month

Free Trial

Free Version

Pipeline Only

$1,250.00

flat rate, per month

Plan includes:

1gb Data+File Storage
Contact Management
Pipeline Management
Pipeline Reporting
Project Timeline
Unlimited Projects
Unlimited Users

Single Project

$1,500.00

flat rate, per month

Plan includes:

5gb Data+File Storage
Data Room Features
Diligence/Integration Management
External Stakeholder Coordination
Project Management Features
Single Projects
Unlimited Users

Cross-Team Professional

Pricing available upon request

Plan includes:

20gb Data+File Storage
Customize Logo and Colors
Data Room Features
Diligence/Integration Management
External Stakeholder Coordination
Integrations (Slack
Pipeline Management
Progress Reporting
Project Management Features
Salesforce and More)

Enterprise

Pricing available upon request

Plan includes:

50gb Data-10tb+File Storage
Advanced Integrations
API Access
Contact Management
Custom Configurations
Customize Logo and Colors
Custom Reporting
Data Room Features
Diligence/Integration Management
External Stakeholder Coordination

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DealRoom Features

Popular features found in Project Management
Billing & Invoicing
Budget Management
Document Management
File Sharing
Gantt/Timeline View
Issue Management
Kanban Board
Milestone Tracking
Multiple Projects
Prioritization
Resource Management
Time & Expense Tracking
More features of DealRoom
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Agile Methodologies
Alerts/Notifications
API
Audit Trail
Bulk Uploading
Collaboration Tools
Commenting/Notes
Customizable Branding
Data Import/Export
Data Security
Data Storage Management
Document Classification
Drag & Drop
File Management
Full Text Search
HIPAA Compliant
Indexing
Mobile Access
Multi-Factor Authentication
Project Management
Project Planning/Scheduling
Remote Access/Control
Reporting/Analytics
Search/Filter
Secure Data Storage
Secure File Viewer
Tagging
Task Management
Third-Party Integrations
User Management
Version Control
Watermarking
Workflow Management

DealRoom Integrations

Slack

Microsoft Outlook

Salesforce Sales Cloud

Microsoft 365

DealRoom User Reviews

Overall Rating

4.6

Ratings Breakdown

64%

28%

Secondary Ratings

Ease of Use

4.5

Value for money

4.4

Customer support

4.6

Functionality

4.3

Verified

Reviewer

Investment Banking

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed July 2019

Complete, accessible and easy to use.

The platform is great. It offers an exclusive feature so I can upload and manage request list! It is easy to use and I have no headaches about additional volumes, since they offer unlimited volume.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Incredible Project Management features and unlimited volume on a monthly subscription!

Cons:

It can take 30 min. for support response.

Reasons for choosing DealRoom

Unique Project Management features Unlimited volume Monthly subscription Easy to use

Reasons for switching to DealRoom

The previous vendor charged additional expensive fees for volume and they do not have the colaboration features.

Curtis S. C.

Verified reviewer

Financial Services

Used daily for more than 2 years

Review source

Reviewed April 2018

Most responsive and innovative dataroom provider in the market right now

Very easy to use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love task tracking feature that is unique to the DealRoom software and the fact that you can control permissions down to the individual file level, but what I like the most about this software is the customer suppport. The CEO personally reads and sometimes responds to customer inquiries and requests for features. Additionally, the customer support team is extremely responsive and works to resolve your issue within 24 to 48 hours.

Cons:

There are certain features that I would like to see in the group permissions management section, but I have been told the team is already working on it and the new feature should be out in 1-2 weeks!

Verified

Reviewer

Insurance

5001-10000 employees

Used weekly for more than 2 years

Review source

Reviewed July 2018

DealRoom - Gets The Job Done But Leaves More To Be Desired

It achieves it's basic purpose but there are other data rooms with enhancements that provide a better experience.

Ratings Breakdown

Ease of use

Functionality

Pros:

The bulk download capabilities, the organization by data room when you are in multiple, and the ability to view documents without downloading them.

Cons:

There is no feature to sort all documents by upload date so that you can see what is new since you last logged in. Some other data rooms have a feature where you can sort new documents by your last login date or by new documents since a particular date you choose.

Vendor Response

Hello! Glad to hear you are happy with the bulk download capabilities. In the top right above the Home folder you can click Recent Files to show what has been last uploaded and sort by date. Thanks so much for the feedback and hope you use us again soon!

Replied July 2018

Verified

Reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed April 2018

Extremely easy to use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the functionality of the software. There are some very helpful features and the software is very user friendly.

Cons:

I would like the option to have multiple admins. I would like to be able to customize the software a little bit more.

Vendor Response

Thanks for the positive feedback! You are actually able to add more that one person into the admin group and give other groups admin abilities as well. Happy to get in touch and go over those features. Thanks again for the review!

Replied July 2018

Verified

Reviewer

Financial Services

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed April 2019

The Art of the DealRoom

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

For starters, this company has A+ customer service. Whenever I need help or have issues, they're very quick to help out. Also really love how DealRoom allows all stakeholders in the deal to communicate together in a timely fashion. The ability to track tasks is also a lifesaver--when perusing through hundreds of deals a week, it gets quite hectic without software.

Cons:

One thing I think the software could improve on is integration with other software (ie Outlook). Also has somewhat of a learning curve, but so do most software products. Very happy overall.

Vendor Response

Thanks for the great feedback! Happy to hear our team has been helpful and the platform itself has made your process more efficient. Also, appreciate the feedback on integrating with other software, we are always looking for ways to improve. Thank you for taking the time to leave us a review!

Replied April 2019

Verified

Reviewer

Financial Services

201-500 employees

Used daily for less than 12 months

Review source

Reviewed December 2018

Dealroom Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of the most enticing points of the DealRoom software is the fee structure. Not having to worry about page count is a relief.

Cons:

Although almost everyone downloads the files to view, the document viewer could be enhanced.

Vendor Response

Thanks for the feedback! Happy to hear the flat one time fee worked well for you. Appreciate the high recommendation and hope to work with you again!

Replied December 2018

Verified

Reviewer

Financial Services

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed December 2018

DealRoom Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use. Very user friendly so I find ways to use it.

Cons:

Clients sometimes go into junk. It can be very helpful though.

Vendor Response

Thank you for the review! Appreciate the high marks and strong recommendation. Glad to hear the interface was user friendly!

Replied December 2018

Verified

Reviewer

11-50 employees

Used other for less than 12 months

Review source

Reviewed April 2018

High quality and reliable

Virtual data room to track buyers and provide them access to sensitive company documents for their due diligence.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The security and ease of use is very helpful. We are able to get potential buyers all of the relevant documents in a concise manner and to track who is reading what documents.

Cons:

Being used to other virtual data room databases, it takes a bit of time to get up the learning curve on the nuances of DealRoom versus others.

Collin D.

Verified reviewer

Electrical/ Electronic Manufacturing

5001-10000 employees

Used other for free trial

Review source

Reviewed March 2019

Greater Idea, Even Better Execution

Ratings Breakdown

Ease of use

Functionality

Pros:

I liked that the workflow through the tool centered around what is most important in M&A transactions - getting things done. With the focus around Requests, DealRoom allows you to easily understand what needs to get done and who is responsible for outstanding items. The platform is simple and doesn't try to over-complicate the workflow for M&A pipeline management.

Cons:

The focus on agile M&A can be a double-edged sword - while it helps get things done more quickly and introduces flexibility into your process, it isn't always what traditional M&A personnel are used to dealing with. For example, with the "Requests" approach not being named "transactions" or "playbook tasks" there can be some hesitation from the old-guard to adopt such a tool.

Vendor Response

Thanks for the review Collin! Our goal is to provide tools to help simplify the M&A process and allow for better collaboration and communication. Happy to hear you had a good experience with the trial and feel free to get in touch with us if you have further questions! Thanks again!

Replied March 2019