--- title: DealRoom Reviews meta\_title: 'DealRoom Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 66 reviews by the users' company size, role or industry to find out how DealRoom works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 66 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # DealRoom Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by DealRoom but has limited features. Are you part of the DealRoom team? [Upgrade your plan](https://my.g2.com/dealroom/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! DealRoom is the only AI-powered operating system for Buyer-Led M&A™, purpose-built for buy-side teams to run the full deal lifecycle on DealRoom enables seamless collaboration across M&A teams, cross-functional partners, sellers, and external counsel. With workflow automation, granular permissions, and customizable reporting, it delivers full control and visibility throughout the M&A process. The DealRoom M&A Operating System serves as a central source of truth for deal data, decisions, and processes. It enables M&A teams to manage pipeline, execute diligence, and complete integration in one connected workspace. Pipeline Management Efficiently manage deal flow with a unified view of all targets, data, and communications. Teams get real-time, complete visibility of every deal target so they make smarter deal decisions, move faster, and never lose track of the next step. Due Diligence Centrally manage and automate all diligence workflows across internal and external stakeholders. DealRoom keeps all stakeholders aligned and accountable in one secure, AI-powered workspace, reducing manual work and cutting person-hours per deal by ~50%. Post-Merger Integration Simplify post-merger integration to maximize synergies and value creation. Best-practice playbooks, task management, and real-time reporting help teams implement cost and revenue synergies on time. DealRoom AI Native AI, purpose-built for M&A and embedded directly into pipeline and diligence workflows. It captures deal updates from email to keep your pipeline automatically up to date, and analyzes documents to surface key insights and accelerate due diligence. Book a demo at dealroom.net/product/request-a-demo Learn more at dealroom.net * * * Seller [DealRoom](https://www.g2.com/sellers/dealroom) Discussions [DealRoom Community](https://www.g2.com/products/dealroom/discuss) Languages Supported English, French Solution Type Best-of-Breed Overview by Kison Patel (CEO at Day1) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement \<1 month ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/dealroom/pricing) ## Top-Rated Alternatives [ ![Datasite Diligence](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Datasite Diligence") Datasite Diligence 4.4/5(418) ](https://www.g2.com/products/datasite-diligence/reviews) [ ![Ideals Virtual Data Room](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ideals Virtual Data Room") Ideals Virtual Data Room 4.7/5(857) ](https://www.g2.com/products/ideals-virtual-data-room/reviews) [ ![Ansarada](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ansarada") Ansarada 4.5/5(238) ](https://www.g2.com/products/ansarada/reviews) [ View All Alternatives ](https://www.g2.com/products/dealroom/competitors/alternatives) ## User Insights Average based on 66 real user reviews. Implementation Time \<1 month Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) MP Max P. Chartered Accountant Financial Services Mid-Market (51-1000 emp.) 3/5/2019 "Great platform and easy to use. " 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![David A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David A.") DA David A. Founder & CEO Small-Business (50 or fewer emp.) 12/13/2017 "Excellent tool for fundraising and investor relations" 5/5 What do you like best about DealRoom? The application is easy to use, provides tight controls, and actionable insights. Review collected by and hosted on G2.com. What do you dislike about DealRoom? There are no features of DealRoom that I dislike. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 9/14/2018 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Achyuth N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Achyuth N.") AN Achyuth N. Product Manager Computer Software Small-Business (50 or fewer emp.) 11/29/2018 "Dealroom review " 4/5 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. Review collected by and hosted on G2.com. What do you dislike about DealRoom? Drag and drop files for upload and it does not cover all the industries. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite DT David T. Small-Business (50 or fewer emp.) 3/1/2018 "DealRoom Experience" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller OS Ovais S. Small-Business (50 or fewer emp.) 2/1/2018 "Efficient platform with ease of use" 4/5 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More 3/1/2018 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") CA Verified User in Accounting Enterprise (\> 1000 emp.) 11/15/2018 "Dealroom" 3.5/5 What do you like best about DealRoom? Ease of interface and multiple uploads/downloads at once Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: Easy use and cheaper than some of the larger players Intralinks, Merrill, RR Donnelly Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? project management specifically in the M&A space and performing due dilligence Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 2/28/2018 "Helpful" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Charles D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Charles D.") CD Charles D. Managing Director Management Consulting Mid-Market (51-1000 emp.) 3/1/2018 "Using DealRoom has been a very easy process in setting it up and having interested parties navigate." 3.5/5 What do you like best about DealRoom? Uploading function was very easy to use. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: Julia Rollins has made the transition very easy. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Sidarth B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sidarth B.") SB Sidarth B. Investment Banking Financial Services Mid-Market (51-1000 emp.) 9/15/2017 "Great Software / Customer Service / Ease of Use" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about DealRoom? There is nothing to dislike at the moment Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 11/17/2017 "Data Room Preparation Made Easy" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Questions about DealRoom? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about DealRoom ](https://www.g2.com/products/dealroom/discussions/new) ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") G2 Verified User in Information Technology and Services • Last activity about 5 years ago I am getting too many/not enough emails from DealRoom about my transaction. How do I change this? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/email-notifications) [ View all Discussions ](https://www.g2.com/products/dealroom/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement \<1 month ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/dealroom/pricing) DealRoom Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_372e353e1a799f78c37322f554778fdf/midaxo.png "Product Avatar Image") Midaxo 4.6/5(39) [ Compare Now ](https://www.g2.com/compare/dealroom-vs-midaxo) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e4f31c6db280a1e042d287ea0d32145a/ideals-virtual-data-room.png "Product Avatar Image") Ideals Virtual Data Room 4.7/5(857) [ Compare Now ](https://www.g2.com/compare/dealroom-vs-ideals-virtual-data-room) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3ec88d0ae5cf23f3998da6994e3c860f/intralinks-vdrpro.png "Product Avatar Image") Intralinks VDRPro 3.8/5(30) [ Compare Now ](https://www.g2.com/compare/dealroom-vs-intralinks-vdrpro) ##### Categories on G2 [Virtual Data Room (VDR)](https://www.g2.com/categories/virtual-data-room-vdr)[M&A Software](https://www.g2.com/categories/m-a-software) ##### Explore More [What IT resilience orchestration tools best streamline automation for enterprise infrastructure resilience?](https://www.g2.com/discussions/what-it-resilience-orchestration-tools-best-streamline-automation-for-enterprise-infrastructure-resilience)[Best cloud-based CRM for service industry](https://www.g2.com/discussions/best-cloud-based-crm-for-service-industry)[Which aviation compliance monitoring solutions provide effective automation that teams actually adopt?](https://www.g2.com/discussions/which-aviation-compliance-monitoring-solutions-provide-effective-automation-that-teams-actually-adopt) [Which public records management software tracks request status and enforces response deadlines?](https://www.g2.com/discussions/which-public-records-management-software-tracks-request-status-and-enforces-response-deadlines)[Is Streem worth it as an AR collaboration tool for a field service team that needs to guide customers through troubleshooting without a mobile app download, or does TeamViewer Frontline offer better depth for enterprise technician workflows?](https://www.g2.com/discussions/is-streem-worth-it-as-an-ar-collaboration-tool-for-a-field-service-team-that-needs-to-guide-customers-through-troubleshooting-without-a-mobile-app-download-or-does-teamviewer-frontline-offer-better-depth-for-enterprise-technician-workflows)[Pros and Cons Details](https://www.g2.com/products/dealroom/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)