--- 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) ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Mid-Market (51-1000 emp.) 2/28/2018 "Clean design layout" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: Very easy to use and track progress. Clean cut layout, easy to navigate. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller SD Shrey D. Small-Business (50 or fewer emp.) 3/1/2018 "Great for our banking needs" 5/5 What do you like best about DealRoom? Request list organization for new engagements Review collected by and hosted on G2.com. What do you dislike about DealRoom? Not being able to import whole folders into dealroom Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: Use their customer service Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Alex A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex A.") AA Alex A. Investment Banking Analyst Financial Services Enterprise (\> 1000 emp.) 11/24/2017 "Good platform for Data room staging, clean and interactive interface, and responsive support team" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Data room for sell side process Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Tyler H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tyler H.") TH Tyler H. Investment Banking Analyst Financial Services Mid-Market (51-1000 emp.) 11/21/2017 "Intuitive and Time Efficient " 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") UB Verified User in Banking Mid-Market (51-1000 emp.) 3/1/2018 "Great first experience with Dealroom" 4.5/5 What do you like best about DealRoom? All of the in-platform diligence tracking makes the diligence process much simpler Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: Diligence tracking is a huge benefits to analysts. Potential to save several hours a week of analysts' time Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") AH Verified User in Higher Education Small-Business (50 or fewer emp.) 3/23/2018 "Easy to use Data Rooms" 4/5 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 Review collected by and hosted on G2.com. What do you dislike about DealRoom? To much Analytics sometimes tend to be confusing Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: A must try. Gives out all the features and so easy to use Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Sharing Large Volumes of Data. Helps us during our M&A deals Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Investment Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Banking") AI Verified User in Investment Banking Mid-Market (51-1000 emp.) 12/7/2017 "The Dataroom of the Future" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Transportation/Trucking/Railroad](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Transportation/Trucking/Railroad") UT Verified User in Transportation/Trucking/Railroad Mid-Market (51-1000 emp.) 3/7/2018 "Work helper" 4/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: There are a lot of system in the Market. Dealroom is a good solution. Quality-money worth. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Helping our Agents. We do not have any agent on site (head office) Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller VS Vikas S. Enterprise (\> 1000 emp.) 3/1/2018 "Dealroom product review" 4/5 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. Review collected by and hosted on G2.com. What do you dislike about DealRoom? Automatic update were not sent to me. I had to go frequently to check the updates Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: Sure Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Due diligence for client. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Investment Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Banking") AI Verified User in Investment Banking Small-Business (50 or fewer emp.) 2/28/2018 "I actually find dealroom very easy to use compared to some of the larger ones (interlinks, merrill)" 4/5 What do you like best about DealRoom? One feature I really enjoyed was the able to reorder files - seemed easier than on other sites Review collected by and hosted on G2.com. What do you dislike about DealRoom? One part about dealroom that I disliked was the initial set up process Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Mostly just using for sell side M&A deals Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## 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);)