--- 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 Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") AI Verified User in Investment Management Mid-Market (51-1000 emp.) 12/12/2017 "Nice dataroom" 3.5/5 What do you like best about DealRoom? The platform is easy to use, and has a simple, intuitive user interface. Setting folder permissions is very simple. Review collected by and hosted on G2.com. What do you dislike about DealRoom? All users added to a "group" will see the other members of the group, making user management more burdensome than it should be. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Providing client diligence information in connection with a capital raise 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") AF Verified User in Financial Services Enterprise (\> 1000 emp.) 9/15/2017 "Easy to Use Data Room with Key Features to Save Time" 5/5 What do you like best about DealRoom? The data room provides an easy to use platform. I do not have to waste my time attempting to find certain features or figure out how the data room works. It's incredibly straightforward and tutorials are generally not necessary in trying to figure out how to use the data room. Review collected by and hosted on G2.com. What do you dislike about DealRoom? This platform does not have any noticeable flaws. Everything seems to work well and no features are noticeably missing. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? The business problem that is solved using DealRoom is establishing an easy to use online data room, not only for us, but for all potential buyers. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 9/14/2017 "Simple and easy to use platform compared to larger competitors" 4.5/5 What do you like best about DealRoom? Drag and drop functionality that actually works and the future integration of due diligence checklists. The features to track what users/buyers have accessed documents is very easy to use. Often i've found that running a report on another platform is tough. Review collected by and hosted on G2.com. What do you dislike about DealRoom? Occasionally when you attempt to upload a file, the download won't begin....it may take a few clicks. This seems to happen on rare occasions. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Clients are able to directly drop files in versus more complex platforms that are harder to use; where associates and analysts receive documents via email and drop in the DR. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Investment Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Banking") AI Verified User in Investment Banking Enterprise (\> 1000 emp.) 12/7/2017 "Overall great experience and very easy to use" 4/5 What do you like best about DealRoom? I love the ability to create and manage diligence lists easily and effectively. Review collected by and hosted on G2.com. What do you dislike about DealRoom? Learning a new system can be confusing at first and explaining the system to a client and getting them to use it in the most effective way can be tough. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Ability to collaborate on projects and manage diligence lists Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") UL Verified User in Legal Services Mid-Market (51-1000 emp.) 12/7/2017 "Works as intended" 2.5/5 What do you like best about DealRoom? I do like how easy it is to navigate and find what I need. When you're working with thousands of documents at a time, this is important. Review collected by and hosted on G2.com. What do you dislike about DealRoom? Not much, to be honest. It is a functioning, well designed data room. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? I work with clients during mergers and acquisitions processes. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") UB Verified User in Banking Small-Business (50 or fewer emp.) 12/12/2017 "Great Service" 5/5 What do you like best about DealRoom? I liked the way it was organized. It was easy for me to get to the information I needed to review deals. Review collected by and hosted on G2.com. What do you dislike about DealRoom? Nothing, it was easy to use, well formatted, and secure. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? I used Deal Room to look at financial information for commercial loans Review collected by and hosted on G2.com. Show More Validated 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 Small-Business (50 or fewer emp.) 12/12/2017 "Helpful data room with key features" 3.5/5 What do you like best about DealRoom? I like the security that Dealroom has and the functionality with keeping track of multiple buyers. Review collected by and hosted on G2.com. What do you dislike about DealRoom? The search and permissions features take a few times to learn. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? We use data rooms to share multiple files and documents with a group of potential buyers. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") UV Verified User in Venture Capital & Private Equity Small-Business (50 or fewer emp.) 12/7/2017 "DealRoom review" 4/5 What do you like best about DealRoom? Simple and straightforward to use - functions are organized in a thoughtful manner. No extra fluff. Review collected by and hosted on G2.com. What do you dislike about DealRoom? Nothing in particular - it gets the job done (view and download) and is easy to navigate and onboard. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Organizing documents in a secure place for diligence purposes. Review collected by and hosted on G2.com. Show More Validated 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? Deal room utilizes a very user-friendly interface and the sales/customer support team is always available and willing to help. Review collected by and hosted on G2.com. What do you dislike about DealRoom? The functionality is unfamiliar to clients so it takes extra effort to explain and teach. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? Client communication and organization 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") AF Verified User in Financial Services Enterprise (\> 1000 emp.) 12/12/2017 "DealRoom Review" 2.5/5 What do you like best about DealRoom? The user interface is fairly straightforward. Review collected by and hosted on G2.com. What do you dislike about DealRoom? Other team members are less familiar with the platform. Review collected by and hosted on G2.com. What problems is DealRoom solving and how is that benefiting you? We are using it to track buyer documents. It helps us stay organized. 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(31) [ 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);)