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Dealroom M&A Intelligence from Dealroom
Comprehensive M&A database with deal tracking, company profiles, investor activities, funding rounds, and industry trends. Features include customizable alerts, advanced search filters, data visualization tools, and integration capabilities with other systems.
Product analysis by function
M&A Advisory Tools for Investment Banking
Solutions that support the mergers and acquisitions process from target identification to deal completion.
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Deal Sourcing
(6 Yes /6 Known /10 Possible features)
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Target Database Integration Ability to integrate and access comprehensive databases of potential M&A targets. |
Dealroom advertises integration with multiple leading M&A target databases and its own comprehensive deal dataset. | |
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Advanced Search Filters Robust filtering options to refine deal searches based on sector, deal size, geography, etc. |
Advanced search filters are a highlighted feature: Dealroom supports sector, geography, deal size, and more. | |
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Automated Lead Scoring System automatically scores potential deals based on user-defined criteria. |
No information available | |
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Deal Alert Notifications Automated alerts for new deals or relevant changes. |
Customizable alert notifications for new deals and changes are available in Dealroom. | |
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CRM Integration Integration with customer relationship management tools for pipeline tracking. |
No information available | |
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Company Profiling Automated generation of comprehensive company profiles. |
Dealroom includes automated company profiles enriched with deal and market data. | |
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Data Refresh Frequency How often the deal or target data is automatically updated within the platform. |
No information available | |
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External Data Source Links Direct connections to external financial and market data sources. |
The platform integrates data from external market and financial sources, as noted in their marketing. | |
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Collaborative Deal Sharing Ability to share deal insights internally and externally with partners. |
No information available | |
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Pipeline Visualization Graphical representation of the deal pipeline and stages. |
Dealroom supports pipeline visualization and deal progress dashboards. |
Valuation Tools
(5 Yes /5 Known /10 Possible features)
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Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses. |
Comps/peer comparison tools are noted as part of their valuation and company database suite. | |
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Precedent Transaction Analysis Database of historical deals for benchmarking. |
Precedent transaction database is available in the Dealroom platform. | |
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Discounted Cash Flow (DCF) Analysis Automated projections, scenario modeling, and calculation of DCF models. |
No information available | |
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Valuation Multiples Library Access to industry-standard valuation multiples. |
Industry multiples library/data is present for peer group analysis. | |
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Sensitivity Analysis Built-in tools to model and graph how changes in assumptions impact value. |
No information available | |
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Integration with Market Data Real-time pull of market data for valuations. |
Integration with real-time market data is promoted as a key benefit. | |
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Scenario Modeling Speed Speed with which complex scenarios can be run and compared. |
No information available | |
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Export of Valuation Reports Ability to export or print standardized valuation documents. |
Export of standardized valuation, company, and deal reports is supported. | |
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Audit Trail for Valuation Inputs Logged changes and history for all key data used in valuation. |
No information available | |
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Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches. |
No information available |
Due Diligence Management
(1 Yes /1 Known /10 Possible features)
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Virtual Data Room (VDR) Secure online repository for confidential document storage and sharing. |
No information available | |
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Document Indexing and Search Full-text search capabilities and customizable document organization. |
No information available | |
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Permission Controls Granular access rights for users and teams. |
No information available | |
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Audit Logging of Access Comprehensive logs of who accessed documents and when. |
No information available | |
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Bulk Upload/Download Speed Transfer speed for large-scale document uploads and downloads. |
No information available | |
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Q&A Workflow Integrated question and answer functionality for deal participants. |
No information available | |
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Automated Redaction Tools for automated removal of sensitive data from documents. |
No information available | |
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E-signature Integration Supports e-signature solutions for document execution. |
No information available | |
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Version Control Tracking and management of document versions. |
No information available | |
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Mobile Access Accessible via smartphone/tablet browsers or dedicated apps. |
Dealroom promotes mobile-responsive dashboards and tools; likely provides mobile access. |
Collaboration and Workflow
(3 Yes /3 Known /10 Possible features)
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Task Assignment Features for delegating and tracking tasks among deal team members. |
No information available | |
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Progress Tracking Visual progress indicators and tracking dashboards. |
Visual progress indicators and deal pipelines are described in their product showcase. | |
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Integrated Messaging Secure messaging capabilities within the platform. |
No information available | |
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Real-time Notifications Immediate alerts for activity requiring user action. |
Real-time notifications and alerts (both email and in-app) are supported. | |
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Calendar and Scheduling Coordination of meetings, calls, and deadlines. |
No information available | |
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User Activity Metrics Reports on user and team activity levels. |
Activity reports and analytics on user/team activity are part of offered dashboards. | |
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Concurrent User Support Number of users who can actively collaborate at once. |
No information available | |
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Template Library Standardized templates for NDAs, LOIs, and reporting. |
No information available | |
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Approval Workflow Customizable multi-stage approval processes for key documents. |
No information available | |
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Commenting and Annotation Inline discussion on documents and deal cards. |
No information available |
Integration & Interoperability
(5 Yes /5 Known /10 Possible features)
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APIs for Data Exchange Availability of public/private APIs for seamless data transfer with other tools. |
APIs for data integration and export are described in product documentation. | |
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Market Data Integration Out-of-the-box connections to market data providers. |
Plug-and-play market data integrations are described on the product page. | |
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Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office. |
Direct exports/imports to Excel and Office supported. | |
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Single Sign-On (SSO) Support for enterprise authentication and identity management. |
No information available | |
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ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc. |
CRM integrations (Salesforce and others) are indicated as available. | |
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Custom Integration Tools Custom-built connectors or middleware support. |
No information available | |
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Data Import/Export Speed Rate of batch or bulk data import/export processes. |
No information available | |
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Data Mapping Capability Ability to define and map custom data fields between systems. |
Custom data mapping and field definitions are supported by Dealroom API and integrations. | |
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Mobile App Integration Ability to extend platform functionality to mobile applications. |
No information available | |
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Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions. |
No information available |
Security & Compliance
(5 Yes /5 Known /10 Possible features)
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End-to-End Encryption All communications and stored data are protected with robust encryption. |
End-to-end encryption for data in transit and at rest is described in their security policies. | |
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Multi-Factor Authentication Support for additional layers of authentication for user access. |
Multi-factor authentication is available for enterprise customers. | |
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Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance. |
Dealroom states compliance with GDPR and may possess SOC 2/ISO 27001, based on their security page. | |
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Data Residency Options Ability to select geographic location for data storage. |
No information available | |
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Automated User Deprovisioning Automatically revokes access for inactive or terminated users. |
No information available | |
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Role-based Access Controls Customizes feature and data access according to role. |
No information available | |
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Data Breach Notification Speed Time taken to notify users/administrators of a data breach. |
No information available | |
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Audit Trail/Logging Detailed system logs for all operations and user activity. |
Detailed audit trails and logging of user activity are included in Dealroom compliance features. | |
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Secure Data Backups Automated, encrypted backups and restoration procedures. |
Automated, secure data backups are included as part of enterprise offering. | |
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Penetration Testing Frequency Frequency of scheduled independent security tests. |
No information available |
Analytics & Reporting
(7 Yes /7 Known /10 Possible features)
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Dashboard Customization Ability to tailor dashboards to specific deal metrics and KPIs. |
Customizable dashboards and KPI tracking features are standard in the Dealroom UI. | |
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Automated Reporting Scheduled, auto-generated reports on deals and pipeline. |
Scheduled, auto-generated reports are enabled for tracking deals and performance. | |
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Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint. |
Exports available in PDF, Excel, and PowerPoint according to product documentation. | |
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Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons. |
No information available | |
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Custom KPI Tracking User-defined performance metrics and visualization. |
User-defined custom KPIs and visualizations are available. | |
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Data Visualization Options Range of charts, graphs, and data representations. |
A wide range of charts, tables, graphs, and dashboards are available for data visualization. | |
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On-demand Report Generation Speed Latency when generating or updating a report. |
No information available | |
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Historical Trend Analysis Longitudinal data tracking and report capability. |
Dealroom supplies multi-year trend analysis and historic data capabilities. | |
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Integration with BI Tools Direct connections to tools like Tableau, Power BI, etc. |
Integration with Power BI, Tableau, etc. is supported for advanced reporting. | |
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Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds. |
No information available |
User Interface & Usability
(5 Yes /5 Known /10 Possible features)
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Intuitive Navigation Logical organization and minimal learning curve of the platform. |
Dealroom UI is known for being intuitive and easy to use. | |
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Role-specific Dashboards Dashboard views tailored to specific user roles (analyst, MD, client, etc.). |
No information available | |
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Multi-language Support Availability in multiple languages for international teams. |
Dealroom supports international clients and offers multi-language support. | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
No information available | |
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User Onboarding Speed Average time for a new user to become proficient. |
No information available | |
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Customizable Layouts Option for users to personalize workspace arrangement. |
No information available | |
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Dark Mode/Theme Options Choice of color schemes, including dark mode. |
No information available | |
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Drag-and-Drop Functionality Use of drag-and-drop interface elements for managing files and tasks. |
Drag-and-drop functionality for data, searches, and exports is mentioned in UI features. | |
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Help & Documentation Comprehensive user help, guides, and tooltips. |
Comprehensive user help, guides, and documentation are stated as available. | |
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Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile. |
Multi-device interfaces ensure consistent experience on desktop/tablet/mobile. |
Client Engagement Tools
(5 Yes /5 Known /10 Possible features)
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Client Portal Access Dedicated and branded client-facing portal for deal tracking. |
A dedicated client portal for deal tracking is featured in Dealroom's client engagement solutions. | |
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Secure Messaging with Clients Encrypted communication features specifically for clients. |
Client communication is encrypted and secure messaging options are supported. | |
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Custom Client Reporting Tailored deliverables for client review. |
Custom client deliverables and reporting are core to the client analytics suite. | |
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White-label Branding Ability to apply bank or advisory firm's branding throughout the platform. |
Client-facing dashboards and white-label branding are noted in product info. | |
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Client Access Management Granular controls over what clients can see or do. |
No information available | |
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Client Notification Settings Configurable notification frequency and methods for clients. |
No information available | |
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Meeting and Call Integration In-app scheduling or links to video conferencing tools. |
Meeting scheduling and calendar integration (Google/Outlook) is described. | |
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Document Watermarking Personalized watermarks for all documents viewed by clients. |
No information available | |
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Client Feedback Collection Built-in mechanisms for collecting and analyzing client feedback. |
No information available | |
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Audit Trail for Client Actions Tracking and reporting of all client interactions with materials. |
No information available |
Implementation & Support
(7 Yes /7 Known /10 Possible features)
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Implementation Support Time Average duration of initial implementation from contract to go-live. |
No information available | |
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Dedicated Support Manager Availability of an assigned support representative or team. |
Dealroom offers enterprise clients a dedicated support manager. | |
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24/7 Technical Support Round-the-clock support and troubleshooting. |
24/7 technical and client support is promoted for paid plans. | |
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In-platform Help Desk Ability to submit and track support tickets within the application. |
In-platform ticketing/help desk functionality exists for authenticated users. | |
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Onboarding Training Modules Structured learning resources for new users. |
Onboarding training modules and guided tours for new users are available. | |
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Knowledge Base Availability Comprehensive wiki or library of product documentation. |
Dealroom maintains an online documentation and knowledge base. | |
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Update and Release Frequency How often the software receives enhancements and updates. |
No information available | |
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Community User Forums Active forums or user groups for sharing experiences and tips. |
Active user forums and peer groups exist, particularly for enterprise clients. | |
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Customization Support Availability of professional services for custom features or workflows. |
Professional services for custom feature/workflow requests are available in enterprise. | |
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SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues. |
No information available |
Scalability & Performance
(1 Yes /2 Known /10 Possible features)
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Concurrent Deal Capacity Number of M&A processes the system can handle simultaneously. |
No information available | |
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User Load Scalability System performance as user count increases. |
No information available | |
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System Uptime Guarantee Availability percentage of the platform per year. |
No information available | |
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Data Storage Capacity Maximum amount of data the system can store per client or organization. |
No information available | |
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Response Time Under Load Average platform response time during peak usage. |
No information available | |
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Automated Resource Scaling Automatic scaling of compute or storage resources in response to usage. |
No information available | |
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Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity. |
Redundancy and failover capabilities for business continuity are stated on Dealroom's reliability page. | |
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Geographic Data Distribution Multi-region data center availability for disaster recovery. |
No information available | |
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High-Volume Document Processing System throughput for large batches of document uploads, queries, or analysis. |
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System is designed for high-volume processing of company and deal data, as emphasized in material. | |
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API Rate Limits Number of API calls allowed per minute/hour. |
No information available |
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