dealroom, dealroom software
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What is DealRoom Software?

DealRoom is a virtual data room provider based in Chicago, America. The company began operations in 2013. This data room software is a solution for medium and large businesses. It aims to go with the client at all stages of the M&A transaction and other types of cooperation. A reliable level of protection guarantees the safety of all parties to the transaction. The data on the platform and the correspondence between users are not available to third parties. Experience has shown that tools and a high level of protection speed up transactions and due diligence. These processes are under the protection of the provider, and they are well-organized.

Administrators restrict access to documents at several levels. For example, they can block the download function or make it impossible to forward. Transactions and day-to-day work involve a lot of information. Drag and drop feature enables quick management of data by downloading or uploading dozens of files at once. To find the one, a user enters its name or keywords in an input box.

Managers are always in the loop. They know who is viewing data in workspaces and which docs are of great interest. Activity Tracker is a monitoring and analytics tool. The program provides a detailed report that leaves no room for questions. Applications that businesses got used to are available on the platform. Microsoft Teams is about hosting meetings without leaving the platform. Google integration is the ability to use all applications of the corporation for work. Salesforce makes it possible to build and deploy custom solutions and automate business processes. These are not all the programs built into the portal. DealRoom clients do not switch between apps or tabs. They find everything they need for doing business in virtual spaces.

A library of pre-made DealRoom templates for due diligence, fund flows, LOI forms speed up transactions and contracts with partners.

DealRoom Software features:

Features DealRoom Software

Industry Solutions

Board Portals
Clinical Studies
Debt Financing
Document Repository
Due Diligence
IPO & Exits
M&A Buy Side
M&A Sell Side
Private Equity
Biotech Licensing

Files & Folders Management

File Formats Supported: All MS Office document formats, as well as pdf, txt, pub, rtf, htm, html, mht, jpg, jpeg, jpe, gif, bmp, png, tif, tiff, wmf, and flv
Automatic Numerical Indexing of Files & Folders
Drag & Drop Upload of Multiple Files and Folders
Export of Data Room Index to Excel
Document Version Control
Multilingual Documents Index
Archives Upload & Extraction

File Protection & Digital Rights Management

Granular Document Permissions
View-Only Access
Prevention of Download, Print and Copy
Customizable Document Watermarks
Secure Fence View
Document Access Expiry
256-Bit SSL/TLS Encryption
Remote Shredding of Documents

Data Hosting

SOC 2 Certified
Data Backup
99.9% Uptime Guarantee
ISO 27001 Certified

Access Security

Two-Factor Authentications
Mobile Device Management
Granular User Permissions
Permission Groups
Access Expiration
Access Limitation by IP Address

Accessibility & Ease Of Use

No Plugins
Scroll-Through Web-Based Document Viewer
iOS Application
Android Application
Mobile Device Interface
User Interface Languages:

Search, OCR & Filters

Search by Name
Search by Content (Full Text Search)
OCR (Optical Character Recognition)
Filtering by Parameters

Collaboration Features

Basic Questions & Answers Module
Advanced Questions & Answers Module
Secure User Messaging
New Document Email Notifications
Files & Folders Notes

Activity Tracking & Reporting

Tracking of All User Activity
Real-Time Audit Trail
Graphic Reports
Tracking of Document Viewing Time
Scheduled Reports (Sending to Email)


Branded User Interface
Custom Login Page
Custom User Invitation Letter
Custom Agreements for Accessing Data Room
Single Sign-On Integration
Customer-Managed Encryption Keys
Integrations Through APIs

Support & Services

Business Hours Support
24/7 Email Support
24/7 Phone & Email Support
Dedicated Project Manager
Data Room Archive on DVD or USB Drive
Translation Services
Support Languages: -
Online Help Center
Live Trainings

Deployment Options

Cloud (Web-Based)
On-Premise (Installed)
Multiple Datacenter Locations

Trial & Pricing

Free Trial:
Price: 14 Days

Company Info

Established: 2013
Locations: Chicago, IL, USA
Employees: -
Clients: -

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