Software for the smooth workflow

The DealRoom virtual data room is one of five DealRoom products designed for lifecycle management. It’s been in the market only since 2012, and this VDR is used by over 2,000 organizations worldwide and has won a few awards.

If, besides the virtual data room, the client uses another DealRoom service — their software for pipeline management, due diligence, post-merger integration, or M&A project management — the VDR will integrate with it to ensure a smooth workflow.

This integration-based solution makes DealRoom especially helpful to organizations that require a secure virtual data room to support the entire deal process, including initial pipeline upkeep to post-merger integration. 

DealRoom offers teams the ability to work in a single system by integrating document management capabilities with deal management functions, allowing them to collaborate on confidential documents, establish controls, and distribute tasks.

What features does DealRoom VDR offer?

These are the core features of the DealRoom data room grouped into categories.

Document management features

DealRoom VDR includes all the basic features expected from a VDR, the most important being:

  • Drag and drop bulk upload. This makes it easy to upload large quantities of documents from different sources into the data room.
  • Auto-indexing. Uploaded files are automatically inserted into the correct index, which makes it easier to find them later.
  • Built-in Excel and document viewer. This enables users to view files on the platform.
  • Full text search. This feature enables users to find relevant passages in documents.

All these collectively support secure file sharing, controlled document activity tracking, and fast file access — all essential for diligence-heavy industries like private equity, finance, and corporate development.

Security features

The platform’s robust security features ensure that sensitive data and confidential documents remain protected, even when multiple deals run simultaneously. They are:

  • Data encryption. All documents are encrypted in transit and at rest, ensuring strong protection across the platform.
  • Granular permissions. These include view-only access and restricted document view, allowing the admin to decide how each user can interact with the information.
  • Multi-factor authentication. This ensures only authorized users can access the data room
  • Watermarks. These allow admins to discourage users from sharing documents without authorization.

DealRoom is ISO-27001 certified, like most other VDR solutions, but it still offers more advanced control options than many traditional data rooms.

Analytics and reporting tools

Reporting and analytics enable admins to track user activity, which both increases security and helps them determine what parties are more interested in the deal. They include:

  • Activity tracking. Admins can see who accessed which files and how much time they spent reviewing documents.
  • Buyer engagement insights. Reports show which documents attract the most attention, helping teams identify the most motivated buyers.
  • Real-time reporting. Up-to-date metrics support faster decision-making and smoother collaboration during diligence.
  • Task and process analytics. For users of the broader DealRoom software ecosystem, reporting extends to task completion, responsibilities, and deal progress.

These insightful analytics make it easier for deal teams to optimize their strategy during the deal process.

What are the functions of DealRoom software?

DealRoom VDR is used to facilitate hundreds of corporate processes, such as:

  • Sharing confidential documents within a team
  • Conducting due diligence and integration planning
  • Sharing sensitive data with outside partners during business acquisitions
  • Managing transactions

Organizations from many sectors use DealRoom, including companies that work with:

  • Private equity and venture capital
  • Investment banking
  • Legal processes
  • Real estate
  • Energy, oil, and gas
  • Finance

Note: Explore how DealRoom compares with other tools in the data room for finance teams overview, and analyze the best data room for investors in the UK.

DealRoom is often selected for single-project due diligence, ongoing corporate development workflows, and support for startups preparing investor packages. It is also widely used by finance teams for compliance-driven document management and by advisory firms that manage multiple deals simultaneously.

Advantages of using DealRoom VDRs

Organizations that use the DealRoom virtual data room can:

  • Store information securely
  • Access, organize, and view documents on desktop or mobile
  • Control document sharing so that confidential information is kept private
  • Streamline any processes that require sharing data

Besides these general advantages of using a DealRoom VDR, clients also benefit from the fact that the data room integrates with other software, such as Slack, Google apps, SalesForce, and Microsoft Teams.

DealRoom clients report that:

  • The virtual data room is intuitive and easy to use.
  • Customer service is responsive and efficient.
  • It’s possible to customize the VDR with new functionalities,
  • Page load and document download speeds are faster than in other VDRs.

Other strengths include unlimited users, centralized tools and management, and the ability to directly view files with no need to change the applications.

Exclusive capabilities that distinguish DealRoom

Now, let’s learn more about what makes DealRoom special among other VDR platforms. These are the specific features DealRoom offers:

  • Combined M&A workflow software. Unlike conventional data rooms, DealRoom incorporates project management tools that help track tasks, assign duties, and monitor the overall deal process.
  • Automatic document activity insights. Greater attention will be paid to ensuring that teams can understand who accessed the documents, which files received the most attention, and how much time users spent within the data room.
  • Collaboration tools. DealRoom offers unified collaboration among buyers, sellers, and advisors to work effectively and seamlessly without jeopardizing security.
  • More effective than the traditional VDRs. DealRoom is designed to minimize work duplication, i.e., the teams work with fewer spreadsheets and manual updates.

DealRoom pricing details

DealRoom pricing starts at U.S. $1,000 billed annually. DealRoom’s M&A Platform offers custom pricing based on project complexity, storage needs, and the number of DealRoom software modules selected.

DealRoom offers a free demo, and some plans include unlimited users. Cost differs for companies running multiple deals compared to those managing a single project.

Final verdict

In general, DealRoom is a secure, contemporary, and workflow-oriented platform that integrates a virtual data room with deal management, secure file sharing, reporting, and collaboration tools. Robust security, excellent customer support, and a simplified deal process structure are the key DealRoom features. It will continue to be a competitive provider in the market.

Its blend of tech, features, and management tools makes it a strong choice for teams in finance, private equity, startups, and corporate development that need to collaborate securely and efficiently.