DealRoom

DealRoom is a cloud-hosted M&A platform that centralizes deal data, communication, and tasks across the full transaction lifecycle, replacing disconnected spreadsheets, email threads, and virtual data rooms with a single workspace. It covers pipeline management, due diligence, post-merger integration, a virtual data room, and BI reporting.

Key capabilities include a pipeline tracker with AI-powered company and deal enrichment, collaborative diligence Q&A with AI document analysis and organization, integration planning with automated progress tracking, granular permissions with SOC2 compliance, and BI reporting. Integrations include Outlook, Gmail, PitchBook, and Apollo. DealRoom AI for Pipeline captures deal context from emails and documents to keep the pipeline current, while an MCP layer connects external AI tools such as ChatGPT, Claude, or Copilot as a context layer.

DealRoom is aimed at M&A teams, corporate development functions, private equity firms, and advisors. Pricing is based on deal volume with unlimited users and no per-document charges, on an annual commitment. DealRoom AI for Diligence is available as an add-on.