DataRooms Portal
Menu

Navigation

Dealroom Virtual Data Room

Modern virtual data room platform designed for M&A, due diligence, and complex transactions. Trusted by leading investment banks and law firms worldwide.

DealRoom Logo
Year Founded: 2013
Headquarters: Chicago, IL, USA
Last update: October 2024

What is Dealroom VDR?

DealRoom is an M&A management platform by DealRoom Inc, an American software provider established in 2012 and headquartered in Chicago, Illinois, USA. DealRoom is an all-in-one business platform that helps companies raise funds, close M&A deals, and collaborate smarter and faster.

The company hasn't been acquired or rebranded. It is also featured on the M&A Science network, a podcast platform for dealmakers. DealRoom will suit a business of any size in the merger-and-acquisition stage as it streamlines respective processes.

The company offers a 14-day free trial – you can request it on the company website by reaching out to the customer support representative. Customers can also schedule a free 30-minute video demo of the platform features.

DealRoom is designed for M&A deals, post-merger integration, IPO, and due diligence. It features a full-fledged data room for secure document storage and exchange, with the document repository allowing you to upload files and folders in bulk using a drag-n-drop feature.

With Dealroom data room software, businesses can manage due diligence processes on a single platform without switching between data rooms, emails, or bulky Excel sheets. DealRoom offers diligence capabilities including request items, document redaction, and collaboration functionalities.

DealRoom allows you to manage as many deal projects as you need through the pipeline management dashboard – an audit of your projects and associated data rooms. The platform offers project metrics tracking and comprehensive project management capabilities.

DealRoom helps over 2,000 businesses worldwide. Many clients come from the United States, Canada, and Europe. They use DealRoom to close M&A deals, optimize post-merger integration, raise funds, and more. DealRoom's solutions help businesses of any size in the legal, government, energy, and other sectors.

DealRoom's website attracts over 140 thousand visitors – most of them come from South Africa (22.82%), the United States (18.93%), India (11.93%), and the United Kingdom (11.14%).

Advantages

Users report high connection speed during bulk uploads and downloads
The ability to track individual requests helps users capture more details in project monitoring
Users enjoy informative system notifications
Users appreciate the ability to readjust the document index order
App integration with Slack, Salesforce, Microsoft Teams, and Google products
Pre-made workflow templates for due diligence, post-merger integration, IPO
Reliable customer service with prompt responses via online chat, email, and phone
API support for transferring files from internal project management tools

Things To Consider

Technical customer support can take up to 30 minutes to respond
File structures with multiple subfolder layers are difficult to navigate
The difference between price tiers may be sharp for some users
There are only 4 permission levels compared to 8 levels in competitor VDRs

Software Details

Deployment

SaaS
Web
Cloud
Windows
Linux
Android
iOS

Support

24/7/365
Live Chat
Email & Phone
Local Centers
Online Help Center
Personal Manager

Training

Live Training
Webinars
Documentation
Live Online
In-person

Free Trial

14 Days

Free Demo

No

Global Rating

Platform Ratings

G2 Rating4.3/5.0
Capterra Rating4.6/5.0
Software Advice4.6/5.0
GetApp Rating4.6/5.0

User Satisfaction

Ease of Use4.5/5.0
Security4.4/5.0
Customer Support4.3/5.0
Value for Money4.2/5.0

Customer Service

The quality of customer care is something Dealroom virtual data room is proud of. And rightly so, considering the feedback real clients leave on such reliable platforms as G2 and Capterra.

So what makes Dealroom's customer care so competitive?

Support Channels

  • 24/7 customer support
  • Dedicated account managers
  • Comprehensive documentation
  • Training and onboarding
  • Multilingual support
  • Priority support for enterprise clients

Response Times

  • Email: Within 4 hours
  • Phone: Within 2 hours
  • Chat: Real-time
  • Training: On-demand
  • Account Management: Dedicated

Security Compliance and Certification

Security Features

  • Bank-level encryption
  • Multi-factor authentication
  • Dynamic watermarks
  • Granular access controls
  • Comprehensive audit trails

Compliance

  • SOC 2 Type II
  • ISO 27001
  • GDPR compliant
  • HIPAA ready
  • PCI DSS compliant

Competitive Advantages

User-Friendly Interface

Intuitive design and easy-to-use features that require minimal training

Cost-Effective Pricing

Competitive pricing that provides excellent value for money

Comprehensive Deal Management

Complete suite of tools for managing complex M&A and due diligence processes

Global Presence

Worldwide offices and support to serve international transactions

Features

Security & Hosting

Two-Factor Authentication
Access Expiration
Access Limitation by IP
ISO/IEC 27001:2013 Certified
SOC 1 Certified
GDPR Compliant Certified
HIPAA Compliant Certified
99.9% Uptime Guarantee
SSAE 16 Certified
Data Backup
Virus Scanning
Multiple Datacenter Locations

Accessibility & Ease of Use

No Plugins
Scroll-Through Document Viewer
Web-Based Spreadsheets Viewer
Mobile Device Interface
Search Filter by Name
Search Filter by Content
Optical Character Recognition
Filtering by Parameters
Automatic Numerical Indexing
Drag & Drop Upload
Desktop Synchronization
Archives Upload & Extraction
Document Version Control
Multilingual Documents Index

File Protection & User Management

Granular Document Permissions
View-Only Access
Prevention of Download and Copy
Remote Shredding of Documents
Customizable Document Watermarks
Secure Fence View
Document Access Expiry
256-Bit SSL/TLS Encryption
Data at Rest Encryption
Granular User Permissions
Permission Groups
Mobile Device Management

Activity Tracking & Reporting

Tracking of All User Activity
Real-Time Audit Trail
Graphic Reports
Exporting Reports to Excel
Tracking of Document Viewing Time
Scheduled Reports

Collaboration Features

Basic Q&A Module
Advanced Q&A Module
Secure User Messaging
New Document Email Notifications
Files & Folders Notes

Customization

Branded User Interface
Custom Domain
Custom Login Page
Custom User Invitation Letter
Custom Access Agreements
Active Directory Integration
Single Sign-On Integration
Managed Encryption Keys
Integrations Through APIs
Custom Workflows and Features

Use Cases

M&A due diligence and deal rooms
Post-merger integration
IPO preparation and execution
Private equity investments
Corporate restructuring
Real estate transactions
Venture capital deals
Board document management
Audit and compliance
Intellectual property transactions
Joint ventures and partnerships
Asset sales and divestitures
Bankruptcy and restructuring
Regulatory filings
Group collaboration
Business audits

What Areas is Dealroom Best For?

DealRoom VDR is the best solution for M&A deals and associated processes like due diligence, audits, group collaboration, etc. You can also repurpose the VDR functionalities for IPO, divestment, bankruptcy and restructuring, and more.

DealRoom customers use the platform to share files, collaborate with investors, prepare legal documents, conduct business audits, and more.

Assuming rich data management functionalities, DealRoom will suit many industries, including but not limited to finance, government, healthcare, corporate, and energy.

Top Clients

DealRoom helps over 2,000 businesses worldwide. Many clients come from the United States, Canada, and Europe. They use DealRoom to close M&A deals, optimize post-merger integration, raise funds, and more. DealRoom's solutions help businesses of any size in the legal, government, energy, and other sectors.

DealRoom helped these prominent companies and organizations in the following industries:

Investment banking – Morgan Stanley
Corporate – Analog Devices
Biotech – Teladoc Health
Energy – Emerson
Government – Canadian National Railway
Real Estate – Vonovia
Private Equity – Auxo Investment Partners

Pricing

DealRoom provider offers three pricing solutions: Single Room, Professional, and Enterprise. Users have the option of paying monthly or annually. Monthly prices start at $1,250 for the Single Room plan and $3,000 for the Professional plan. Contact DealRoom to request a custom quote for their Enterprise plan.

The price of the DealRoom VDR software is on the medium-high side as compared to other providers in the same category. Most users point out that the prices are more cost-effective for long-term projects. The two-week free version allows customers to test the product.

Single

Use for Small size business needs

  • • 5GB data storage
  • • Project Management Features
  • • Data Room Features
$1,250/month

Professional

Use for Middle size business needs

  • • 20GB data storage
  • • Project Management Features
  • • Data Room Features
  • • Customize logo and colors
  • • Custom reporting
$3,000/month

Enterprise

Use for Large size business needs

  • • 50GB–1TB data storage
  • • Project Management Features
  • • Data Room Features
  • • Customize logo and colors
  • • Custom reporting
  • • Private Instance
Contact for pricing

Compliance Certificates

DealRoom complies with the following standards:

GDPR
SOC 1 and SOC 2 Type II
ISO 9001 and ISO 27001
DoD CSM Level 5
PCI DSS Level 1
FIPS 140-2

Frequently Asked Questions

What is DealRoom?

+

DealRoom is an M&A management platform that combines virtual data room and business collaboration tools. It's designed for M&A deals, post-merger integration, IPO, and due diligence processes.

What are DealRoom pricing plans?

+

DealRoom charges a flat monthly fee, but you can choose an annual plan, which is 20% cheaper. The basic plan costs $1,250 per month or $1,000 per month if billed annually. The pricing for cross-functional and enterprise plans is quote-based and can be provided upon request.

What makes DealRoom different from other VDR providers?

+

DealRoom stands out with its user-friendly interface, comprehensive deal management tools, and cost-effective pricing. The platform offers high connection speed during bulk uploads and downloads, the ability to track individual requests, and informative system notifications.

Is DealRoom suitable for small businesses?

+

DealRoom is designed for businesses of any size in the merger-and-acquisition stage. While it offers comprehensive features, the pricing may be more suitable for medium to large businesses due to the starting price of $1,250/month.

What security features does DealRoom offer?

+

DealRoom provides comprehensive security including two-factor authentication, access expiration, IP-based access limitation, ISO/IEC 27001:2013 certification, SOC 1 certification, GDPR compliance, HIPAA compliance, 99.9% uptime guarantee, and 256-bit SSL/TLS encryption.

Does DealRoom offer a free trial?

+

Yes, DealRoom offers a 14-day free trial that you can request on the company website by reaching out to the customer support representative. Customers can also schedule a free 30-minute video demo of the platform features.

Dealroom Virtual Data Room Homepage
User-Friendly Interface
Cost-Effective Pricing
Global Support

Quick Stats

Founded2013
HeadquartersChicago, IL, USA
G2 Rating4.3/5.0
Security LevelHigh
Mobile AppsiOS & Android
Users2,000+

Key Features

User-friendly interface
Cost-effective pricing
Comprehensive deal management
Advanced analytics
Mobile applications
API integrations
24/7 support
Global presence

Global Presence

Chicago, IL, USA (Headquarters)
United States
Canada
Europe
Dealroom Virtual Data Room | Modern M&A and Due Diligence Platform