# DealRoom Reviews **Vendor:** DealRoom **Category:** [M&A Software](https://www.g2.com/categories/m-a-software) **Average Rating:** 4.3/5.0 **Total Reviews:** 66 ## About DealRoom DealRoom is the leading M&A Software Platform, purpose-built to streamline deal execution. By providing a single, centralized source of truth for all deal data, DealRoom enables seamless collaboration and alignment among deal teams, sellers, and integration teams. With workflow automation, granular permissions, and customizable reporting, it delivers full control and visibility throughout the M&A process. DealRoom is designed to simplify complex deal management, helping stakeholders work more efficiently and achieve successful outcomes. Learn more at www.dealroom.net ## DealRoom Pros & Cons **What users like:** - Users value the **seamless collaboration** in DealRoom, enhancing communication and secure document exchanges for effective project management. (2 reviews) - Users love the **intuitive and user-friendly design** of DealRoom, enhancing project management and collaboration effortlessly. (2 reviews) - Users appreciate the **intuitive interface** of DealRoom, enhancing ease of use and seamless collaboration in project management. (2 reviews) - Users appreciate the **intuitive interface** of DealRoom, which enhances project management and secure collaboration effectively. (2 reviews) - Users appreciate the **seamless communication** in DealRoom, enhancing collaboration with secure exchange of confidential documents. (1 reviews) - Document Management (1 reviews) - Functionality (1 reviews) - Interface Design (1 reviews) - Reliability (1 reviews) - Security (1 reviews) ## DealRoom Reviews ### 1. Streamlined collaboration for complex deals and process **Rating:** 4.5/5.0 stars **Reviewed by:** Jeevan M. | Manager Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2025 **What do you like best about DealRoom?** DealRoom simplifies project management and due diligence through a highly intuitive and centralized workspace. **What do you dislike about DealRoom?** DealRoom’s best feature is its clean, easy-to-use interface that brings deal teams, documents, and communication together in one place. The platform eliminates the back-and-forth of traditional data rooms, saving time and reducing errors. **What problems is DealRoom solving and how is that benefiting you?** DealRoom helps our team manage multiple deals in parallel without losing control over documents or communication. ### 2. Dealroom is easy to use and a great source of insight on VCs, start-up and tech ecosystems **Rating:** 4.5/5.0 stars **Reviewed by:** Julian M. | Research Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about DealRoom?** It is easy to navigate, and some of the curated content is interesting. The dataset it draws from appears to be comprehensive and up to the minute. It facilitates speedy analysis. **What do you dislike about DealRoom?** I found it had one or two glitches when filtering data, but other than that, it is hard to fault. The data/report export functions could be a tad more seamless. **What problems is DealRoom solving and how is that benefiting you?** Pulling together data on the relative strength/characteristics of different tech ecosystems across Europe. It has yielded a great deal of insight on tech funding, employment, unicorns etc ### 3. I believe dealroom is a quality service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about DealRoom?** Upto date practical step by step procedure of getting the deal done. **What do you dislike about DealRoom?** I believe the dark interface should be adaptable **What problems is DealRoom solving and how is that benefiting you?** It is giving us the benefit of accessing the required data all in one secure place, ### 4. Outstanding platform for managing the review of a large set of documents **Rating:** 4.5/5.0 stars **Reviewed by:** Ammar R. | Senior Manager, Indirect & Capital Procurement, Enterprise (> 1000 emp.) **Reviewed Date:** June 29, 2021 **What do you like best about DealRoom?** I really like the flexibility of options and configuration that is afforded by the DealRoom platform. Document-specific permissions can be set, and documented comments back-and-forth are supported. I also appreciated the ability to express relationships between documents (e.g., parent-child and/or parallel relationships). **What do you dislike about DealRoom?** I couldn't easily figure how to display the Assignee(s) tied to any particular request or document. **What problems is DealRoom solving and how is that benefiting you?** We used this platform to increase the efficiency of (quickly) reviewing a large number of documents by a large, multi-functional team in a way that would not have been as organized using more traditional shared drive technologies. ### 5. A Veteran Entrepreneur's View of DealRoom **Rating:** 5.0/5.0 stars **Reviewed by:** Tom K. | Member Board Of Directors, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2021 **What do you like best about DealRoom?** Having experience with similar products through different investment bankers over the years, and several homegrown solutions, we have been exceptionally happy with the clean design, ease-of-use, and focus of the DealRoom product. It does this one thing, really well. **What do you dislike about DealRoom?** While there are some reporting features, as well as email updates, some additional reporting capabilities would be welcome. However, this does not deter from the use of the product. **What problems is DealRoom solving and how is that benefiting you?** Just one: consolidating and organizing the voluminous paperwork required for selling our latest company. It's a great way, working with a geographically dispersed team, to bring together all that documentation in a quick and cohesive way. ### 6. Great platform, extremely straightforward and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Steven D. | Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2021 **What do you like best about DealRoom?** The interface is very user friendly and allows you to acces data easily **What do you dislike about DealRoom?** The introduction process could be improved **What problems is DealRoom solving and how is that benefiting you?** I have been able to access information related to active deals in an efficent and concise manner ### 7. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2021 **What do you like best about DealRoom?** The data room tool is handy and easy to use. Overall the product is beneficial to my day-to-day workflow and productivity. **What do you dislike about DealRoom?** I do not dislike anything about the product - it is a great software tool for M&A deals **What problems is DealRoom solving and how is that benefiting you?** Helps to organize data quickly and easily ### 8. Great Product for Deals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2021 **What do you like best about DealRoom?** The usability of the site. It is very user friendly. **What do you dislike about DealRoom?** Nothing comes to mind. I cannot think of anything to improve the product. **What problems is DealRoom solving and how is that benefiting you?** Getting/gathering information for potential acquisitions ### 9. Dataroom **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2021 **What do you like best about DealRoom?** Organizational capabilities are great; internal network speed is good. **What do you dislike about DealRoom?** Login process - should allow to store credentials. **What problems is DealRoom solving and how is that benefiting you?** Not applicable. ### 10. Easy to use, secure network **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2020 **What do you like best about DealRoom?** Easy to use and log in, able to register and save username and password. Easy to download and view documents in folders. **What do you dislike about DealRoom?** Sometimes the links or emails to access get lost in my spam filter. Need to look for them specifically. **What problems is DealRoom solving and how is that benefiting you?** Access secure documents for a file. Security as well as ability to view and download many documents. ### 11. Great platform and easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Max P. | Chartered Accountant, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2019 **What do you like best about DealRoom?** Simple to use, with great screen nearness and run of the mill structure. The association and usability makes it easy to use. This was natural, and simple to simply step directly into. I had no issues, aside from not figuring out how to move records into a transfer line. The inquiry work, when endeavoring to transfer was great. It was not all that not the same as the "standard" that it was hard to make sense of. **What do you dislike about DealRoom?** I didn't see an approach to move documents for transfer. Other than that, the association and convenience makes it easy to use. **Recommendations to others considering DealRoom:** Great item. Still has opportunity to get better, however lovely darn great the manner in which it is. I didn't have to utilize any help. This was instinctive, and simple to simply step directly into. **What problems is DealRoom solving and how is that benefiting you?** Providing reports to individuals asking for them in a safe design. Simple to adapt, simple to utilize. We didn't choose, yet were approached to utilize this by somebody doing some work for us. Our industry, producing, isn't recorded in your rundown of businesses. I believe is ought to be. This was natural, and simple to simply step directly into ### 12. Excellent tool for fundraising and investor relations **Rating:** 5.0/5.0 stars **Reviewed by:** David A. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2017 **What do you like best about DealRoom?** The application is easy to use, provides tight controls, and actionable insights. **What do you dislike about DealRoom?** There are no features of DealRoom that I dislike. **Recommendations to others considering DealRoom:** Consider ways you can use this application beyond M&A. We've found it to be a powerful tool for fundraising as well as ongoing investor relations. **What problems is DealRoom solving and how is that benefiting you?** This application efficiently accomplishes my goals for securely sending information to investors and prospective investors, as well as monitoring activity, and addressing questions. ### 13. Dealroom review **Rating:** 4.0/5.0 stars **Reviewed by:** Achyuth N. | Product Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2018 **What do you like best about DealRoom?** Extremely easy to use and has a great screen presence. One of the aspects which makes highly intuitive is its organization and its upload queue. **What do you dislike about DealRoom?** Drag and drop files for upload and it does not cover all the industries. **What problems is DealRoom solving and how is that benefiting you?** It is used for documents transfer in a safe and secure manner. Moreover we were testing this but did not buy the tool. ### 14. DealRoom Experience **Rating:** 4.5/5.0 stars **Reviewed by:** David T. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2018 **What do you like best about DealRoom?** Easy to use, with good screen presence and typical structure. The organization and ease of use makes it user friendly. This was intuitive, and easy to just step right into. I had no problems, except for not finding a way to drag and drop files into an upload queue. The search function, when trying to upload was good. It was not so different from the "norm" that it was difficult to figure out. **What do you dislike about DealRoom?** I didn't see a way to drag and drop files for upload. Other than that, the organization and ease of use makes it user friendly. Our industry, manufacturing, is not listed in your list of industries. I think is should be. This was intuitive, and easy to just step right into. I had no problems, except for not finding a way to drag and drop files into an upload queue. The search function, when trying to upload was good. It was not so different from the "norm" that it was difficult to figure out. **Recommendations to others considering DealRoom:** Good product. Still has room for improvement, but pretty darn good the way it is. I didn't need to use any support. This was intuitive, and easy to just step right into. **What problems is DealRoom solving and how is that benefiting you?** Supplying documents to people requesting them in a secure fashion. Easy to learn, easy to use. We did not select, but were asked to use this by someone doing some work for us. Our industry, manufacturing, is not listed in your list of industries. I think is should be. This was intuitive, and easy to just step right into ### 15. Efficient platform with ease of use **Rating:** 4.0/5.0 stars **Reviewed by:** Ovais S. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2018 **What do you like best about DealRoom?** Option to upload your due diligence excel directly to the dealroom and the dealroom converts it into actionable items with direct upload options. I also like the analytics like where you can track the dealroom activity and then the option to assign tasks which is pretty cool. It is also important that you receive email notification for every activity in the dealroom **What do you dislike about DealRoom?** missing notifications to other platforms (sms notification may be). Even though I selected 'remember my details' options but it keeps asking for login, everytime I open my browser which is annoying. Especially when you are using multiple platforms for work purposes it is difficult to remember passwords for all the platforms. So would be great if you could fix the bug. **Recommendations to others considering DealRoom:** I think you should definitely consider dealroom especially because its fresh in terms of its technology and is a very smart platform with number of tasks automated. **What problems is DealRoom solving and how is that benefiting you?** Managing different investor groups and permissions is easy which is helpful when we are doing investor outreach ### 16. Dealroom **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2018 **What do you like best about DealRoom?** Ease of interface and multiple uploads/downloads at once **What do you dislike about DealRoom?** The brand recognition is less than that of other players in the industry. The big 3 (Intralinks, RR Donnley, Merrill Datasite) are much more respected by Bankers are more secure, whether or not that is actually true, that is the perception **Recommendations to others considering DealRoom:** Easy use and cheaper than some of the larger players Intralinks, Merrill, RR Donnelly **What problems is DealRoom solving and how is that benefiting you?** project management specifically in the M&A space and performing due dilligence ### 17. Helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2018 **What do you like best about DealRoom?** I like the organization features of dealroom, including the request feature and the ability to upload documents/responses to each request and mark the progress of each request. This is very helpful when having to track the progress of multiple requests and alleviates the need for a separate request list. **What do you dislike about DealRoom?** The only dislike I can think of was an issue that we encountered where one of the folders got temporarily removed from the dealroom and when it was added back, the file references were slightly different (i.e. 2.1.2.2 vs. 2.2.2.2), which caused some extra work to rename the file references in some of our schedules. **What problems is DealRoom solving and how is that benefiting you?** Dealroom provides us the ability to have one database to track the progress of requests and the ability to see uploaded files or responses for each request, which saves a lot of time since you do not have to track down what certain files are for that have been uploaded. ### 18. Using DealRoom has been a very easy process in setting it up and having interested parties navigate. **Rating:** 3.5/5.0 stars **Reviewed by:** Charles D. | Managing Director, Management Consulting, Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2018 **What do you like best about DealRoom?** Uploading function was very easy to use. **What do you dislike about DealRoom?** It is not straight forward to track and understand the time and areas that have been visited by the various groups that have been assigned access to the VDR. **Recommendations to others considering DealRoom:** Julia Rollins has made the transition very easy. **What problems is DealRoom solving and how is that benefiting you?** We are utilizing DealRoom to market a business for sale within a Section 363 bankruptcy sale process. DealRoom as a VDR has been easy to use and navigate by clients. ### 19. Great Software / Customer Service / Ease of Use **Rating:** 5.0/5.0 stars **Reviewed by:** Sidarth B. | Investment Banking, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2017 **What do you like best about DealRoom?** I have used a lot of virtual data room software in the past and Deal Room offers an extremely intuitive platform that is very easy to use. It has all the features I would need in a data room provider at a very competitive price point. The customer service and client support team are great and very easy to work with. Both Kison and Julia are extremely responsive and helpful. It is a highly dependable platform that I would highly recommend. **What do you dislike about DealRoom?** There is nothing to dislike at the moment **Recommendations to others considering DealRoom:** Leverage the advanced features of the platform and use Julia and the rest of the customer support team for help as they are very responsive. **What problems is DealRoom solving and how is that benefiting you?** We use Deal Room to securely share files during an M&A transaction. Large volumes of files need to be shared in a secure, transparent manner, and Deal Room accomplishes this with ease. ### 20. Data Room Preparation Made Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2017 **What do you like best about DealRoom?** The Requests functionality has proven to be very helpful during pre-launch data room preparation. Normally we would work through data room preparation by exchanging an excel tracker back and forth with our client management team. With DealRoom, we haven’t had to exchange an excel tracker even once. **What do you dislike about DealRoom?** There are a lot of email alerts. There is a setting to change this but I am also paranoid of missing any updates so I leave it as-is. **Recommendations to others considering DealRoom:** Tell your client management team to use the Requests functionality at project commencememnt. Agree on a specific posting / commenting process with them upfront and walk them through the functionality. A little bit of communication and coaching upfront goes a long way. Our client management team has picked it up very well and feel comfortable using Requests. **What problems is DealRoom solving and how is that benefiting you?** Inefficient communication via Excel trackers and email. By housing this within the data room itself, you streamline communication and increase efficiency. This has resulted in one of the fastest build-outs of a data room that I have seen so far. ### 21. Clean design layout **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2018 **What do you like best about DealRoom?** I liked how easily I was able to see what was still needed from our team and where each item was in the process. **What do you dislike about DealRoom?** Personally, I did not love how much white space is on each page. Maybe that is just because of how we are using the system. **Recommendations to others considering DealRoom:** Very easy to use and track progress. Clean cut layout, easy to navigate. **What problems is DealRoom solving and how is that benefiting you?** It is a great way to collaborate with individuals outside our company and collect all pertinent information regarding sensitive business transactions. ### 22. Great for our banking needs **Rating:** 5.0/5.0 stars **Reviewed by:** Shrey D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2018 **What do you like best about DealRoom?** Request list organization for new engagements **What do you dislike about DealRoom?** Not being able to import whole folders into dealroom **Recommendations to others considering DealRoom:** Use their customer service **What problems is DealRoom solving and how is that benefiting you?** Due diligence requests for our transactions has become an efficient process for Auctus. We as a firm have realized great time efficiencies. ### 23. Good platform for Data room staging, clean and interactive interface, and responsive support team **Rating:** 4.5/5.0 stars **Reviewed by:** Alex A. | Investment Banking Analyst, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** November 24, 2017 **What do you like best about DealRoom?** What has stuck out most to me is the responsiveness and overall care the DealRoom team has shown in addressing any issues or concerns as they may arise. We have even requested extra functionality / capabilities and the team has responded by building these out where possible. I have really enjoyed working with the team and would definitely recommend. **What do you dislike about DealRoom?** Small kinks in beginning of process led to some process inefficiencies but these were largely addressed once bringing up with the DealRoom team. **What problems is DealRoom solving and how is that benefiting you?** Data room for sell side process ### 24. Intuitive and Time Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler H. | Investment Banking Analyst, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2017 **What do you like best about DealRoom?** DealRoom has saved our team time and allowed our client to comfortably use a secure data room without having trouble understanding the platform. The ability to create and adjust the index of folders in an easy, efficient manner is especially helpful. Also, setting permissions and understanding who has access to certain folders and files is very transparent which limits stress levels when uploading sensitive documents. **What do you dislike about DealRoom?** I've been using DealRoom for little over a month and I have yet to experience any features that I dislike or would like to see improved. **What problems is DealRoom solving and how is that benefiting you?** Because DealRoom is easy to use for the deal team and the client, it simply saves time that can be allocated to more pertinent aspects of the deal and avoids unnecessary stress. ### 25. Great first experience with Dealroom **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2018 **What do you like best about DealRoom?** All of the in-platform diligence tracking makes the diligence process much simpler **What do you dislike about DealRoom?** This is my first time using the platform, so the only issue I have is that I'm not as familiar with the system **Recommendations to others considering DealRoom:** Diligence tracking is a huge benefits to analysts. Potential to save several hours a week of analysts' time **What problems is DealRoom solving and how is that benefiting you?** As I stated previously, the diligence tracking and the ability to link documents to requests is very valuable ### 26. Easy to use Data Rooms **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2018 **What do you like best about DealRoom?** The easy plug and play model. It's so easy to organize drag and drop files. The feature of request list is quite helpful **What do you dislike about DealRoom?** To much Analytics sometimes tend to be confusing **Recommendations to others considering DealRoom:** A must try. Gives out all the features and so easy to use **What problems is DealRoom solving and how is that benefiting you?** Sharing Large Volumes of Data. Helps us during our M&A deals ### 27. The Dataroom of the Future **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** Dealroom is, without a doubt, the dataroom of the future. Diligence and data rooms should not be separate, and Dealroom is ensuring this to be the case going forward. **What do you dislike about DealRoom?** There are still a few early stage kinks that the coders need to work through. For example, just recently we noticed that management teams could post diligence responses directly to the buyer, which is a big issue for the junior banking deal team. **Recommendations to others considering DealRoom:** Go through a few different trials and evaluations so you can inform Dealroom of your needs when it comes to diligence / data room **What problems is DealRoom solving and how is that benefiting you?** Dealroom solves the problem of version control with diligence trackers. I no longer have to sent management a tracker, waiting all day for their updates, and then review all documents and the tracker late at night. I can provide feedback in real time. ### 28. Work helper **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2018 **What do you like best about DealRoom?** It is easy to understand, without no effort you can be using it. There are a lot of system in the Market. Dealroom is a good solution. Quality-money worth. **What do you dislike about DealRoom?** If you are trying to teach an Agent how to do an invoice, it could be tedious when the system is slow **Recommendations to others considering DealRoom:** There are a lot of system in the Market. Dealroom is a good solution. Quality-money worth. **What problems is DealRoom solving and how is that benefiting you?** Helping our Agents. We do not have any agent on site (head office) ### 29. Dealroom product review **Rating:** 4.0/5.0 stars **Reviewed by:** Vikas S. | Enterprise (> 1000 emp.) **Reviewed Date:** March 01, 2018 **What do you like best about DealRoom?** I like that files can be put in oNE place by everyone who are not even part of your organization. **What do you dislike about DealRoom?** Automatic update were not sent to me. I had to go frequently to check the updates **Recommendations to others considering DealRoom:** Sure **What problems is DealRoom solving and how is that benefiting you?** Due diligence for client. ### 30. I actually find dealroom very easy to use compared to some of the larger ones (interlinks, merrill) **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2018 **What do you like best about DealRoom?** One feature I really enjoyed was the able to reorder files - seemed easier than on other sites **What do you dislike about DealRoom?** One part about dealroom that I disliked was the initial set up process **What problems is DealRoom solving and how is that benefiting you?** Mostly just using for sell side M&A deals ### 31. Eliminate extra admin burden with DealRoom **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about DealRoom?** DealRoom is a convenient and intuitive platform that saves both time and money. It's faster than any other VDR platform I've used. **What do you dislike about DealRoom?** The one challenge is orienting clients and buyers who haven't used the platform before. **Recommendations to others considering DealRoom:** I would recommend giving DealRoom a shot - after seeing the benefits (time and money) you won't regret it. **What problems is DealRoom solving and how is that benefiting you?** DealRoom has saved me many hours of work by getting all of the project management out of Excel and online. ### 32. Associate at law firm **Rating:** 5.0/5.0 stars **Reviewed by:** Rama M. C. | Corporate Associate, Law Practice, Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** I really like the interface (much better than the other data rooms out there) **What do you dislike about DealRoom?** I don't dislike anything about it so far **What problems is DealRoom solving and how is that benefiting you?** I am conducting due diligence of documents uploaded to DealRoom. Benefits include efficiency and speed ### 33. EA Perspective **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** It is very intuitive and the platform offers a way to share files that before this system were sent and at times lost in email threads or held up in file paths that each doc needed a permission. **What do you dislike about DealRoom?** I wish there was a better home page to navigate from instead of just the ribbon at the top **What problems is DealRoom solving and how is that benefiting you?** communication of docs with client seems a big boost in easiness, transparency better optimized. ### 34. Efficient and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** I like that it was built for the purpose of collaborating on sensitive and confidential information which requires security and ease of use for all parties. **What do you dislike about DealRoom?** I did not find anything I did not like as I was not an admin. I think I would need a bit more time using the platform in order to provide a better suggestion here. **Recommendations to others considering DealRoom:** Remember that other platforms are for sharing of general and non-sensitive data and may not have the level of security you require. DealRoom was created with all that in-mind so it covers the security issue while remaining easy to use. **What problems is DealRoom solving and how is that benefiting you?** Collaborating with borrowers, lenders, consultants, and brokers ### 35. Great Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2018 **What do you like best about DealRoom?** It is incredibly easy to share documents while keeping them organized. **What do you dislike about DealRoom?** There is nothing I don't like about DealRoom at this time **What problems is DealRoom solving and how is that benefiting you?** Ability to share documents with 3 parties ### 36. No Better Product in This Space Than DealRoom **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** I've used DealRoom's software for several months and have been very impressed with its user-friendliness and utility; I've shared it with my colleagues and our due diligence has improved. **What do you dislike about DealRoom?** I've had a little trouble explaining to my colleagues how DealRoom can add value but once I've shown them how it works, they understand. It may be helpful to have a one-pager I can send to colleagues to explain the app better than I can. **Recommendations to others considering DealRoom:** I highly recommend DealRoom. I know of no better product in this space. **What problems is DealRoom solving and how is that benefiting you?** We do due diligence tasks regularly and DealRoom has helped us organize our documents and efficiently achieve our deal needs. ### 37. Overall great experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about DealRoom?** I like that in the notification emails, the new documents are linked for the most recent uploads. Some sites I've used in the past would give you the option to turn on alerts but I'd never see any email come through. **What do you dislike about DealRoom?** Wish there was a better way to sort by time modified and only look at the new uploads since last visit. I'd also recommend adding a function to be able to download multiple folders at once. **Recommendations to others considering DealRoom:** Turn on email notifications to always be on top of updates. **What problems is DealRoom solving and how is that benefiting you?** We were able to have one place where all the data is aggregated. ### 38. Simple and straight forward. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** March 08, 2018 **What do you like best about DealRoom?** DealRoom is easy to navigate and has a simple visual layout. The signup is straightforward. Overall, very easy to use. **What do you dislike about DealRoom?** DealRoom had trouble loading certain large excel files in-browser, which caused my browser to freeze on several occasions. **Recommendations to others considering DealRoom:** Do not view large excel files in your browser. **What problems is DealRoom solving and how is that benefiting you?** A secure place to share information with others. ### 39. I would recommend using DealRoom because of the user-friendly environment. **Rating:** 3.5/5.0 stars **Reviewed by:** William K. | Investment Banking Analyst, Investment Banking, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2017 **What do you like best about DealRoom?** DealRoom is very user friendly and easy to manage. **What do you dislike about DealRoom?** There is no middle step from uploading content to being available to rest of the dataroom. While this is very convenient, you cannot catch a mistake when uploading a variety of documents. **What problems is DealRoom solving and how is that benefiting you?** The ability to give different groups different access levels to multiple documents. This was rather easy to do. ### 40. Logical Pricing and Intuitive Design (best dataroom I've used!) **Rating:** 5.0/5.0 stars **Reviewed by:** Curtis S. C. | Private Equity Associate, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2017 **What do you like best about DealRoom?** 1) Pricing is month-to-month and fair (vs. by page...). 2) Machine learning: The platform also has machine learning to allow you to quickly answer multiple requests lists from different parties. 3) Project management capabilities not available on any other platform. 4) Extremely easy to learn. (e.g. drag and drop, objects are where you would expect them to be, great customer service) **What do you dislike about DealRoom?** Fantastic service and software. Nothing. **Recommendations to others considering DealRoom:** Have a sales person run you through a demo. You'll love what you see! **What problems is DealRoom solving and how is that benefiting you?** We use DealRoom to help manage questions from multiple parties and confidential files. ### 41. Effective Document Share Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2018 **What problems is DealRoom solving and how is that benefiting you?** We are able to receive documents securely from our client ### 42. I would definitely recommend DealRoom **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** DealRoom was very easy and intuitive to use. As a receiver of data room documents, I found the organization very functional and easy to find what I was looking for **What do you dislike about DealRoom?** The only thing that I disliked was the setup which took a bit too long and some of my team wasn't on the initial access list **What problems is DealRoom solving and how is that benefiting you?** We used DealRoom to transfer documents during a due diligence process of a commercial acquisition. Used DealRoom to manage a large volume of documents, organize and have available as needed for review. ### 43. Easy to use UI and great customer serv **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2018 **What do you like best about DealRoom?** The customer service is prompt and helpful. They take care of the job if needed freeing up my time. **What do you dislike about DealRoom?** PDF, XLSX previews are oversized and dont fit to the screen. to view them accurately there is no other choice other than downloading the file. **Recommendations to others considering DealRoom:** Great customer support and is a great platform. **What problems is DealRoom solving and how is that benefiting you?** Sercure document Exchange ### 44. New and innovative way for datarooms to operate **Rating:** 4.0/5.0 stars **Reviewed by:** Nathaniel C. | Investment Banking Analyst, Investment Banking, Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** Allows for diligence list completion within the platform. **What do you dislike about DealRoom?** Having to learn a new system. More difficult to explain how to use the product to clients. **Recommendations to others considering DealRoom:** Use the trial to get use to the platform **What problems is DealRoom solving and how is that benefiting you?** Streamlines diligence process into one platform vs. several ### 45. Great Data Room for M&A **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** Detailed level of file organization - can quickly get to what I need. The request functionality is a great offerng **What do you dislike about DealRoom?** Nothing! There was nothiung about DealRoom that I didn't like **Recommendations to others considering DealRoom:** It's Great! **What problems is DealRoom solving and how is that benefiting you?** Having to go through reems of unorganized files ### 46. Deal Room Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** I like how the format is standard and very easy to navigate. **What do you dislike about DealRoom?** It can be hard to explain to clients the benefits **What problems is DealRoom solving and how is that benefiting you?** It is great from a pre-diligence perspective and easy for clients to upload materials ### 47. Survey **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about DealRoom?** Very easy to navigate. Each folder was well organized and easy to attain. **What do you dislike about DealRoom?** Nothing really. Haven't had any issues nor heard of any through out the company. **What problems is DealRoom solving and how is that benefiting you?** Merger/Acquisition betw outside entities. ### 48. Good for fundraising efforts and investor tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about DealRoom?** I most like the ability to edit access by user or group **What do you dislike about DealRoom?** There's really not anything I dislike, thus far **What problems is DealRoom solving and how is that benefiting you?** fundraising efforts for company ### 49. PE updates **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2018 **What do you like best about DealRoom?** Ease of use and allows dissemination to all parties. **What do you dislike about DealRoom?** The layout could be more user friendly. **What problems is DealRoom solving and how is that benefiting you?** Financial transparency ### 50. UI is great and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about DealRoom?** User interface is fantastic and the platform is easy to use **What do you dislike about DealRoom?** I would like to be able to export the folder pages and actually drag and drop documents into the deal room folders **Recommendations to others considering DealRoom:** Integration of Microsoft lync and google docs would be great **What problems is DealRoom solving and how is that benefiting you?** The ability to monitor individuals that accessed certain documents was great. ## DealRoom Discussions - [I am getting too many/not enough emails from DealRoom about my transaction. How do I change this?](https://www.g2.com/discussions/email-notifications) - 1 comment, 1 upvote - [View DealRoom pricing details and edition comparison](https://www.g2.com/products/dealroom/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+02%3A10%3A26+-0500&secure%5Bsession_id%5D=c42d868d-de5e-41b7-aac2-00c957bf54ff&secure%5Btoken%5D=831a469ba96cda10d2bd649f12aaf4d7ab325513a53c611d575a3855ca9432f5&format=llm_user) ## DealRoom Features **Platform Additional Functionality** - Remote Shred - Watermarks **Virtual Data Room** - Drag-and-drop Document Collection - Watermarking - Permissions **Platform Basics** - Document Permissions - Mobile - Document Security **Deal Management** - Playbooks - Deal Sourcing - Post-Merger Integration **Platform Content** - File Sharing **Collaboration** - Task Management - Project Management - In-Platform Communication - Progress Tracking **Platform Data** - Reporting **Sourcing** - Deal Sourcing - Pipeline Management - Marketplace **Platform Performance** - Bulk Upload - Full Text Search **Evaluation** - Scoring - Monitoring - Due Dilligence **Delivery - M&A Software** - Post-Merger Integration - Deal Closing - Implementation **Agentic AI - M&A Software** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top DealRoom Alternatives - [Datasite Diligence](https://www.g2.com/products/datasite-diligence/reviews) - 4.4/5.0 (397 reviews) - [Ideals Virtual Data Room](https://www.g2.com/products/ideals-virtual-data-room/reviews) - 4.7/5.0 (813 reviews) - [Ansarada](https://www.g2.com/products/ansarada/reviews) - 4.5/5.0 (238 reviews)