DealRoom Reviews & Product Details

I love how DealRoom has cut down on time spent manually updating data trackers and sending documents back and forth. The real-time updates are a game changer, removing the blocker for one person to receive documents and answers to questions and manually disperse. It's super easy to use, and the granular permission levels are fantastic for securely collaborating across the organization, making it a trustworthy tool for our HR team while protecting sensitive data. The team at DealRoom is incredibly collaborative, always open to ideas and improvements, and they've been an amazing resource for problem-solving. Rolling it out was straightforward, and though we had a learning curve finding the best way to use it, initial implementation was a breeze. Review collected by and hosted on G2.com.

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It is fairly intuitive to use, and even more so if you have experience in IT. Adding users is a breeze, and the DR team can provide templates to help you upload tasks more quickly. Review collected by and hosted on G2.com.

I wish it was a little more customizable when it comes to the level/depth of detail you can get into when adding tasks, but the team has been incredibly helpful in finding workarounds and have even mentioned they are working with the product development team to implement some of our requests/suggestions, which is awesome! Review collected by and hosted on G2.com.

search feature does a good job surfacing most relevant documents and support based on relevance. Review collected by and hosted on G2.com.

1) Can take more time than expected to download large number of documents 2) would be nice to have an ability to see newly uploaded documents in specific sections since the last time you logged in 3) better functionality regarding follow-up requests linked to original documents. Review collected by and hosted on G2.com.

DealRoom simplifies project management and due diligence through a highly intuitive and centralized workspace. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Upto date practical step by step procedure of getting the deal done. Review collected by and hosted on G2.com.

I believe the dark interface should be adaptable Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

I couldn't easily figure how to display the Assignee(s) tied to any particular request or document. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The interface is very user friendly and allows you to acces data easily Review collected by and hosted on G2.com.

The introduction process could be improved Review collected by and hosted on G2.com.

The data room tool is handy and easy to use. Overall the product is beneficial to my day-to-day workflow and productivity. Review collected by and hosted on G2.com.

I do not dislike anything about the product - it is a great software tool for M&A deals Review collected by and hosted on G2.com.