--- 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 **Vendor:** DealRoom **Category:** [M&A Software](https://www.g2.com/categories/m-a-software) **Average Rating:** 4.3/5.0 **Total Reviews:** 66 ## About DealRoom 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 ## DealRoom Pros & Cons **What users like:** - Users value the **seamless collaboration** in DealRoom, enhancing communication and secure document exchange within projects. (2 reviews) - Users love the **intuitive user interface** of DealRoom, enhancing their project management and due diligence experience. (2 reviews) - Users appreciate the **intuitive user interface** of DealRoom, enhancing ease of use for project management and collaboration. (2 reviews) - Users appreciate the **intuitive user interface** of DealRoom, enhancing project management and collaboration seamlessly. (2 reviews) - Users appreciate the **seamless communication** features of DealRoom, enhancing collaboration and ensuring document security. (1 reviews) - Document Management (1 reviews) - Functionality (1 reviews) - Interface Design (1 reviews) - Reliability (1 reviews) - Security (1 reviews) ## DealRoom Reviews ### 1. Nice dataroom **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **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. **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. **What problems is DealRoom solving and how is that benefiting you?** Providing client diligence information in connection with a capital raise ### 2. Easy to Use Data Room with Key Features to Save Time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** September 15, 2017 **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. **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. **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. ### 3. Simple and easy to use platform compared to larger competitors **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2017 **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. **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. **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. ### 4. Overall great experience and very easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** I love the ability to create and manage diligence lists easily and effectively. **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. **What problems is DealRoom solving and how is that benefiting you?** Ability to collaborate on projects and manage diligence lists ### 5. Works as intended **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2017 **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. **What do you dislike about DealRoom?** Not much, to be honest. It is a functioning, well designed data room. **What problems is DealRoom solving and how is that benefiting you?** I work with clients during mergers and acquisitions processes. ### 6. Great Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2017 **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. **What do you dislike about DealRoom?** Nothing, it was easy to use, well formatted, and secure. **What problems is DealRoom solving and how is that benefiting you?** I used Deal Room to look at financial information for commercial loans ### 7. Helpful data room with key features **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2017 **What do you like best about DealRoom?** I like the security that Dealroom has and the functionality with keeping track of multiple buyers. **What do you dislike about DealRoom?** The search and permissions features take a few times to learn. **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. ### 8. DealRoom review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2017 **What do you like best about DealRoom?** Simple and straightforward to use - functions are organized in a thoughtful manner. No extra fluff. **What do you dislike about DealRoom?** Nothing in particular - it gets the job done (view and download) and is easy to navigate and onboard. **What problems is DealRoom solving and how is that benefiting you?** Organizing documents in a secure place for diligence purposes. ### 9. Deal room review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2017 **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. **What do you dislike about DealRoom?** The functionality is unfamiliar to clients so it takes extra effort to explain and teach. **What problems is DealRoom solving and how is that benefiting you?** Client communication and organization ### 10. DealRoom Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about DealRoom?** The user interface is fairly straightforward. **What do you dislike about DealRoom?** Other team members are less familiar with the platform. **What problems is DealRoom solving and how is that benefiting you?** We are using it to track buyer documents. It helps us stay organized. ### 11. Positive experience. Easy to use! Convenient **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Machinery | Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about DealRoom?** Easy navigation; works on a variety of platforms, intuitive to use **What do you dislike about DealRoom?** some sort of communication mechanism between parties in the room might be useful. **What problems is DealRoom solving and how is that benefiting you?** Document sharing ### 12. Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Natan M. | Associate, Investment Banking, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2017 **What do you like best about DealRoom?** The simplicity of the platform, and its ability to help organize diligence lists. **What do you dislike about DealRoom?** Nothing so far that has been an un-fixable issue. **Recommendations to others considering DealRoom:** My firm had never used a data room service before. We decided to use DealRoom because they were able to provide a reasonably priced solutions that clearly met our key needs. The customer support is great - anyone from the company who is available can help you when you have an issue and they are very open to incorporating customer feedback. **What problems is DealRoom solving and how is that benefiting you?** I used to have to manually track diligence lists for difference investors/lenders, now I can enter them online, keep them organized, and keep the materials I'm sharing all in one place. ### 13. DealRoom gets the job done. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about DealRoom?** Ease of tracking in document access/logins **What do you dislike about DealRoom?** Subscriptions to notifications difficult to change **What problems is DealRoom solving and how is that benefiting you?** Secondary offerings are a breeze ### 14. Late '16 / Early '17 Diligence **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2017 **What do you like best about DealRoom?** It's dependable (i.e. does what it promises to do) and the layout is basic and intuitive. **What do you dislike about DealRoom?** I got email alerts CONSTANTLY. I realize there must be settings that I could have used to filter those but these reviews are incremental work - I don't have time to customize every platform we use. **Recommendations to others considering DealRoom:** Spend some time understanding what can be done to optimize alerts. Diligence is often a short-window activity but one well-timed alert per day, outlining all new materials added to the site, would work a lot better for many. I also think it might be helpful to have a slack-like comms capability in the software - we had all kinds of dialogue going on via email referring to docs in the platform; doesn't make a lot of sense. **What problems is DealRoom solving and how is that benefiting you?** Reviewing essential documents to understand the value / viability of potential strategic acquisitions. ### 15. Best Dealroom Available **Rating:** 5.0/5.0 stars **Reviewed by:** Matt B. | Managing Director, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2016 **What do you like best about DealRoom?** The ability to create DealRooms on demand is a huge value add for us. With the design, ease of use/ drag and drop user interface, creating a dealroom takes virtually no time. It is a direct mirror of our internal file system of folder organization. As such, we waste no time having to upload, convert, shuffle – fit our process into a predesigned framework. I’ve wasted hours/days/weeks doing just that using other providers, time that is better spent executing deals. Additionally, through the creation of user groups with identical access privileges, the required administration time is as minimal as possible. We have not yet incorporated using the question / answer functionality, but I definitely see the benefits, as we often find ourselves answering the same questions from multiple potential investors. I foresee that in the future we could manage the entire due diligence information dissemination process using dealroom, largely bypassing the cumbersome, time-consuming, email back and forth which is currently the norm. Our biggest obstacle right now is to find the time to fully learn and utilize all the functionality that is at our fingertips in dealroom **What do you dislike about DealRoom?** There is nothing to dislike. The only I can say is that I don't have enough time to learn all of the functions. **Recommendations to others considering DealRoom:** An absolute no brainer. At this stage, I delegate dealroom preparation and administration. However, the increased productivity I get from my analysts and associates is directly attributable to dealroom. That is real productive time spent on doing deals, not record keeping/administration. It provides tremendous value to the user. **What problems is DealRoom solving and how is that benefiting you?** Efficiency. Dealroom makes creating a dealrooms as simple and fast as possible. I have personally lost days of productivity in dealroom setup and maintenance using other providers. Not to mention the robust functionality allows greater bifurcation, control of access, and most importantly data on usuage. ### 16. Good Tool **Rating:** 5.0/5.0 stars **Reviewed by:** James C. | Senior Associate, Consumer & Retail Investment Banking, Investment Banking, Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2016 **What do you like best about DealRoom?** Great workflow management experience. Very intuitive product. I would use this product again for deal management workflows. **What do you dislike about DealRoom?** Challenging to get clients to adopt the tool for usage. **Recommendations to others considering DealRoom:** This is a great VDR solution if you have a technology-forward client. If you are dealing with Luddites, you will not see the benefit. **What problems is DealRoom solving and how is that benefiting you?** Found a lot of workflow benefits, but struggled to drive widespread adoption for the tool. If you have a sophisticated management team looking for a VDR, this is one of the best tools out there. If you have a management team that is a bunch of Luddites, you are better off using a cheaper tool. ## DealRoom Discussions - [I am getting too many/not enough emails from DealRoom about my transaction. How do I change this?](https://www.g2.com/discussions/email-notifications) - 1 comment, 1 upvote - [View DealRoom pricing details and edition comparison](https://www.g2.com/products/dealroom/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+21%3A43%3A52+-0500&secure%5Bsession_id%5D=0f8e4835-7e1c-4bea-8816-d1878f1461e1&secure%5Btoken%5D=aa5f76ef86bbc3eeddbbdfd76c73c3a0166d2b8624de18d30a66b3bdb8fe166a&format=llm_user) ## DealRoom Features **Platform Additional Functionality** - Remote Shred - Watermarks **Virtual Data Room** - Drag-and-drop Document Collection - Watermarking - Permissions **Platform Basics** - Access Controls/Permissions - Mobile - Document Security - SSL Security **Deal Management** - Playbooks - Deal Sourcing - Post-Merger Integration **Platform Content** - File Sharing **Collaboration** - Task Management - Project Management - In-Platform Communication - Progress Tracking **Platform Data** - Reporting **Sourcing** - Deal Sourcing - Pipeline Management - Marketplace **Platform Performance** - Bulk Upload - Full Text Search **Evaluation** - Scoring - Monitoring - Due Dilligence **Additional Functionality** - Electronic Signature - API - Generative AI - Data Import/Export - Drag & Drop - Q&A Management - Automatic Backup - Compliance Management - Remote Access/Control - Tagging - File Management - Project Management - Audit Trail - Document Review - Mobile Access - HIPAA Compliant - Data Storage Management - Indexing - Third-Party Integrations - Document Classification - Collaboration Tools - File Upload by Email - Secure Data Storage - Authentication - Activity Tracking - AI Copilot - Single Sign On - Commenting/Notes - User Management - Watermarking - Reporting/Analytics - Multi-Factor Authentication - Secure File Viewer - Version Control - Alerts/Notifications - Search/Filter - Customizable Branding - Document Management **Delivery - M&A Software** - Post-Merger Integration - Deal Closing - Implementation **Agentic AI - M&A Software** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top DealRoom Alternatives - [Datasite Diligence](https://www.g2.com/products/datasite-diligence/reviews) - 4.4/5.0 (418 reviews) - [Ideals Virtual Data Room](https://www.g2.com/products/ideals-virtual-data-room/reviews) - 4.7/5.0 (848 reviews) - [Ansarada](https://www.g2.com/products/ansarada/reviews) - 4.5/5.0 (238 reviews)