--- 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 Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") CA Verified User in Accounting Mid-Market (51-1000 emp.) 2/28/2018 "Effective Document Share Service" 4.5/5 What problems is DealRoom solving and how is that benefiting you? We are able to receive documents securely from our client Review collected by and hosted on G2.com. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Environmental Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Environmental Services") CE Verified User in Environmental Services Enterprise (\> 1000 emp.) 12/7/2017 "I would definitely recommend DealRoom" 5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 1/31/2018 "Easy to use UI and great customer serv" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: Great customer support and is a great platform. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Sercure document Exchange Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Nathaniel C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathaniel C.") NC Nathaniel C. Investment Banking Analyst Investment Banking Enterprise (\> 1000 emp.) 12/7/2017 "New and innovative way for datarooms to operate" 4/5 What do you like best about DealRoom? Allows for diligence list completion within the platform. Review collected by and hosted on G2.com. What do you dislike about DealRoom? Having to learn a new system. More difficult to explain how to use the product to clients. Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: Use the trial to get use to the platform Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Streamlines diligence process into one platform vs. several Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Health, Wellness and Fitness](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Health, Wellness and Fitness") CH Verified User in Health, Wellness and Fitness Small-Business (50 or fewer emp.) 12/7/2017 "Great Data Room for M&A" 5/5 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 Review collected by and hosted on G2.com. What do you dislike about DealRoom? Nothing! There was nothiung about DealRoom that I didn't like Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: It's Great! Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Having to go through reems of unorganized files 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 "Deal Room Review" 4/5 What do you like best about DealRoom? I like how the format is standard and very easy to navigate. Review collected by and hosted on G2.com. What do you dislike about DealRoom? It can be hard to explain to clients the benefits Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Oil & Energy](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Oil & Energy") UO Verified User in Oil & Energy Mid-Market (51-1000 emp.) 12/12/2017 "Survey" 3.5/5 What do you like best about DealRoom? Very easy to navigate. Each folder was well organized and easy to attain. Review collected by and hosted on G2.com. What do you dislike about DealRoom? Nothing really. Haven't had any issues nor heard of any through out the company. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Merger/Acquisition betw outside entities. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 12/12/2017 "Good for fundraising efforts and investor tracking" 4.5/5 What do you like best about DealRoom? I most like the ability to edit access by user or group Review collected by and hosted on G2.com. What do you dislike about DealRoom? There's really not anything I dislike, thus far Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? fundraising efforts for company Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") UE Verified User in Education Management Small-Business (50 or fewer emp.) 3/1/2018 "PE updates" 4/5 What do you like best about DealRoom? Ease of use and allows dissemination to all parties. Review collected by and hosted on G2.com. What do you dislike about DealRoom? The layout could be more user friendly. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Financial transparency Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![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.) 12/12/2017 "UI is great and easy to use" 4.5/5 What do you like best about DealRoom? User interface is fantastic and the platform is easy to use Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering DealRoom: Integration of Microsoft lync and google docs would be great Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? The ability to monitor individuals that accessed certain documents was great. Review collected by and hosted on G2.com. Show More Validated 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);)