DealRoom Reviews

5 Ratings
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Score 8.9 out of 100

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Reviews (1-5 of 5)

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June 12, 2019
Jessica Casale | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
One of the companies that I freelance write for utilizes DealRoom as its virtual data room. Primarily, it is used for organization-wide project and task management. It helps various teams and business units to efficiently communicate, collaborate, and securely exchange documents.
  • Super intuitive and easy to use
  • Helps tremendously with organization and accountability
  • Awesome and helpful team!
  • I haven't run into any major issues yet!
In my experience, I found it to be great for project and task management. When something comes up for me to work on, I am assigned a task with all of the necessary information, e.g. resources, description, and urgency. I work remotely so it has made staying connected and informed easy and efficient.
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February 26, 2019
Andrea Hoch | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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DealRoom has provided a safe and secure way for my company to share information and data with clients and investors. Not only is it easy to use and efficient, but the customer service provided by DealRoom is wonderful.
  • DealRoom does an excellent job of providing training to new users.
  • The software is easy to use, yet sophisticated.
  • 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.
DealRoom is well suited for any circumstance where an NDA is required before sharing information with another party. It's useful in scenarios where you'd like to track what documents people are viewing and when.
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January 21, 2019
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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We use DealRoom for M&A transactions within our Investment Bank. The platform is used by several of our teams across multiple industry groups and deal sizes. DealRoom not only provides a cost-effective data site solution, but offers superior functionality, simplicity, and speed. This platform enables users to streamline diligence and save time, effort and money on behalf of both users and clients.
  • 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.
  • Only issue is that it is not a brand name (like Intralinks, Merrrill etc). Some clients prefer familiarity, but the platform and service is the best there is. Would use in all situations if it were possible.
Great for all deals where people prefer efficiency, low-cost, and ease of use.
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December 28, 2018
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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We have been using DealRoom as a virtual data room solution for our company. We stored secure documents and shared between different parties and customers. We have also used their requests feature for internal process management.
  • It was easy to use and support helped us a lot with everything. We are extremely pleased with the service they provide. It's very easy to drag and drop files and set permissions for documents. Their requests functionality is also very useful and helped us track process.
  • A couple of our team members did not receive invitation letters due to some mail filtering system, but their support guys resolved this issue very fast.
- Easy drag & drop file uploading.
- Tasks management system and progress tracking.
- Different permissions from just view access and up to upload and edit.
Support is very friendly and answers fast.
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December 22, 2018
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use DealRoom in our M&A processes. Typically, we engage the data room provider right at the beginning of the engagement and use the platform for initial document collection, data room sharing with buyers, and throughout general due diligence.
  • Fast document upload speed
  • Robust due diligence capabilities
  • Simplicity
  • Advanced Analytics
  • Collaboration capabilities allows both buyer and seller to interact extensively
To be frank, DealRoom is an excellent data room provider. The platform is easy to use and is one of the better-- if not the best-- products out there from a data room perspective. I highly recommend using this product for all M&A engagements. It is easy to use and will save hours of time.
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What is DealRoom?

DealRoom promises to create a better M&A experience for you and your client. The vendor says that data storage, diligence tracking, and communication tools are all on one integrated smart platform, which allows users to eliminate duplicate work, track progress and get insightful analytics. The platform aims to make M&A deals more predictable, consistent, and Agile.
Categories:  Virtual Data Room

DealRoom Features

Additional Features
Has featureDrag-and-drop capabilities
Has featureSmart Search
Has featurePipeline Management
Has featureLive-link Documents
Has featureProgress Reporting

DealRoom Screenshots

DealRoom Videos (2)

DealRoom Downloadables

DealRoom Integrations

Slack, SalesForce CRM

DealRoom Competitors

DealRoom Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Basic$1000.00per month
Professional$2000.00per month
EnterpriseContact sales team

We have additional pricing available. Teams can also pay a one-time flat rate. All pricing plans include unlimited users, unlimited data, and no overage fees.

DealRoom Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

DealRoom Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

DealRoom Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Languages: English