DealRoom
Virtual data room software
M&A software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if DealRoom and its alternatives fit your requirements.
$12,000 per year
Free Trial unavailableFree version unavailable
Small
Medium
Large
- Retail and wholesale
- Accommodation and food services
- Arts, entertainment, and recreation
What is DealRoom
DealRoom is a virtual data room (VDR) and M&A workflow platform used to manage due diligence, document sharing, and deal execution. It is typically used by corporate development teams, investment bankers, private equity firms, and legal advisors to centralize deal documents and track requests and tasks. The product combines secure document hosting with project-management style features such as request lists, task assignment, and progress tracking across deal participants. It is commonly deployed for M&A, divestitures, fundraising, and other transaction-related diligence processes.
M&A workflow built in
DealRoom includes structured diligence workflows such as request lists, task ownership, and status tracking alongside the data room. This reduces reliance on separate spreadsheets and email threads for managing Q&A and deliverables. For teams running multiple transactions, the workflow layer can improve consistency across deals and stakeholders.
Granular access controls
The platform supports role-based permissions and controlled access to folders and documents for different buyer groups and advisors. It also provides activity tracking to help administrators understand how content is used during diligence. These controls align with common VDR requirements for transactions involving multiple external parties.
Centralized deal collaboration
DealRoom is designed to coordinate internal and external participants in one workspace, including document sharing, assignments, and communications tied to diligence items. This can reduce context switching compared with using a standalone file-sharing tool plus separate project tracking. It is particularly useful when many stakeholders need visibility into what is outstanding and who owns each item.
Less suited for general sharing
DealRoom is optimized for transaction workflows rather than broad enterprise content collaboration. Organizations looking primarily for secure file sharing outside of M&A may find the deal-centric structure unnecessary. For non-transaction use cases, simpler secure sharing tools can be easier to adopt.
Workflow setup requires discipline
To get value from request lists and task tracking, teams need to maintain consistent item ownership, statuses, and document mapping. If participants do not keep the workspace current, reporting and progress views can become less reliable. This can increase the operational overhead for smaller or infrequent deal teams.
Pricing can be deal-driven
VDR products in this segment are often priced around deal size, number of users, storage, or project scope rather than simple per-seat models. That structure can make budgeting harder for organizations with variable transaction volume. Buyers typically need a tailored quote to understand total cost for a specific deal.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Pipeline | $1,000 per month (billed annually; $12,000/year) | For managing & tracking deal targets and communication; unlimited users; unlimited targets; deal tasks & notes; Outlook integration; deal stage tracking; BI reporting; listed data allowance: 1 GB. |
| Diligence & Integration | $1,000 per month (billed annually; $12,000/year) | For executing single or multiple buy- or sell-side projects; unlimited users; automated workflows; diligence requests tracker; integration worklists; virtual data room; AI-powered contract analysis available as an add-on; listed data allowance: 2 GB. |
| M&A Platform | Custom pricing (contact sales) | Bundle of Pipeline + Diligence & Integration; bundle discounts; multiple project rooms; advanced BI reporting; dedicated Customer Success Manager; premium onboarding & support; API access; storage starts from 3 GB. |
Notes: Monthly subscription term is listed as "Not available" on the official pricing page; annual billing is standard. AI Contract Analysis is described as an add-on.
Seller details
DealRoom Inc.
Chicago, IL, USA
2012
Private
https://dealroom.net/
https://x.com/dealroom
https://www.linkedin.com/company/dealroom/
