DealRoom vs. Surfe

Well suited for projects where a large number of files need to be securely exchanged with clients. Not very suitable if the engagement does not involve heavy data exchange. We have used it in multiple M&A and due diligence projects and it works like a charm. I strongly recommend DealRoom

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Surfe is really a great help/support for our marketing and data team. It saves plenty of time and manual work. We are totally happy with the product and also setup was done in 5 Min.

• Fixed cost pricing is unique and refreshing. Saves headache and worry throughout the process and with the client.
• Internal Diligence Tracking through the requests feature is a game-changer. Prevents inefficient excel trackers and unnecessary emails throughout the process.
• GUI and interface are clean and easy to use.
• Customer support and response to inquires is timely and helpful.

• Easy to set up in both directions
• Getting account data out of LinkedIn
• Searching for Contact options, i.e. E-Mail and phone
• Getting Company Data out of LinkedIn

• DealRoom doesn't currently have an option for automatic weekly user analytics. I hope to see this feature implemented soon.
• The software is easy to use, as mentioned before, however, utilizing the setting buttons for folder structures can be difficult to understand at first.

• After installing the Chrome Plugin, LinkedIn is a bit slower than before
• Pricing is okay, but import from Sales Navigator should be included in the Basic Package

DealRoom is very easy to use and has a clear interface and all the features we needed.

It was the most intuitive data room platform that i used in my work

Support is very friendly and answers fast.

DealRoom provides a superior product. We select DealRoom for most of our engagements mostly due to the advanced Due Diligence capabilities that it provides. However, the ease of use, speed, and simplicity of the product are also factors that inspire us to choose DealRoom as our "go-to" provider.

• It helped us manage documents and share info between our firm and the potential investors and clients. And also helped to manage internal processes and keep an eye on everything in the company.

• Saves time in research
• Getting data and helping to build a database out of a paid platform