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DealRoom

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90 reviews
  • 2 profiles
  • 2 categories
Average star rating
4.4
Serving customers since
2012

Profile Name

Star Rating

56
30
4
0
0

DealRoom Reviews

Review Filters
Profile Name
Star Rating
56
30
4
0
0
Sarah B.
SB
Sarah B.
02/02/2026
Validated Reviewer
Review source: Organic
Incentivized Review

Essential for Secure M&A and Due Diligence

I love FirmRoom Virtual Data Room's intuitive UI and granular permissions, making secure sharing and deal tracking super easy. The Q&A workflow streamlines diligence requests and deal communication, which I find really helpful. I appreciate the seamless integration and file sync with Salesforce and Microsoft Office, which makes my deal work smoother. FirmRoom's better UX and deal-focused features won us over from SharePoint. The initial setup was super smooth, with FirmRoom's team handling migration and onboarding, allowing us to be up and running in hours.
Wale J.
WJ
Wale J.
01/31/2026
Validated Reviewer
Review source: Organic
Incentivized Review

Secure and Intuitive for Document Sharing

I love the drag-and-drop uploads and permission controls; they are super intuitive. The Q&A tracking is also clutch for deal speed, keeping everything moving fast without the need to chase emails. The setup was super smooth, with the FirmRoom team helping migrate data and onboarding us quickly. I appreciate the bank-level encryption and access controls that provide peace of mind about security. FirmRoom's UI is cleaner, and their support is more proactive compared to what we used before, ShareVault. It also integrates well with DealRoom, Zoom, and Google Workspace, making it easy to use alongside other tools.
GW
George W.
01/24/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Secure and Intuitive Data Management

I use FirmRoom Virtual Data Room primarily to securely organize and share sensitive documents during fundraising, due diligence, and investor communications, which helps me keep all critical files in one structured and secure place. I like that it makes collaboration with investors and internal stakeholders much smoother, with clear permission settings and activity tracking. It solves the problem of managing and sharing sensitive documents without the risk of using unsecured file-sharing tools, centralizing everything in a secure environment which makes permissions easy to manage. What I like most about FirmRoom is how clean, intuitive, and purpose-built it feels for fundraising and due diligence. The interface is easy to navigate, reducing confusion and saving time. I appreciate the granular permission controls and activity tracking that give me confidence in document access. The Q&A and document request features keep communication organized. The initial setup was quite easy and straightforward, making getting started quick and stress-free compared to more complex data room tools.

About

Contact

HQ Location:
Chicago, IL

Social

@dealroominc

What is DealRoom?

DealRoom is a project management and virtual data room solution that is specifically designed to manage the complex processes of mergers and acquisitions (M&A). With its robust platform available at [https://www.dealroom.net](https://www.dealroom.net), DealRoom facilitates smoother, faster, and more efficient deal transactions by integrating due diligence tracking, communication tools, and advanced data storage capabilities. The service aims to minimize the common inefficiencies and redundancies typically experienced in traditional M&A activities, offering real-time collaboration features that help teams stay aligned during the deal-making process. This user-friendly platform stands out by prioritizing security and streamlining the flow of information, making it a go-to choice for finance professionals involved in M&A operations.

Details

Year Founded
2012