Getting Started Guide
From zero to your first live deal in under an hour. Here's exactly what to do, step by step.
Everything you need to go from new account to a live, buyer-ready deal.
Sign up with Google, LinkedIn, or email. Pick the Free plan to start — you can upgrade anytime.
Sign Up FreeName your organization and invite team members (or skip this if you're a solo advisor or selling FSBO).
Click "Create Deal" from your dashboard. Enter the business name, industry, location, revenue range, and asking price. Write a headline and teaser description — this becomes your Opportunity Brief.
Add sections for the business overview, financials, operations, growth opportunities, and team. This is the full story buyers see after verification. Use markdown for formatting.
Create document categories (Financials, Legal, Operations, etc.) and upload files. Set which categories require full access vs. which are available after verification.
Preview your deal as a buyer would see it. Check the Opportunity Brief, verification flow, Deal Book, and Intelligence Room. When it looks right, set the deal to active.
Your deal is live. Now start moving buyers through the process.
Share the deal link directly, or add buyer contacts and send invitations through DealRoom. Each buyer gets their own tracked journey through the 5 stages.
As buyers view the Opportunity Brief and start the verification process, you'll see their progress in real time. You'll get notified when a buyer first views the Deal Book or downloads a document.
Check your dashboard for buyer engagement scores, activity timelines, and progression data. Identify which buyers are serious and which need follow-up.
Move serious buyers through the funnel — unlock Intelligence Room access, assign tasks, and start the diligence process. Use the built-in chat for secure communication.
Whether you're coming from email + Dropbox, an Intelligence Room, or a CRM — here's how to bring everything into DealRoom.
If you have an existing buyer list in a spreadsheet or CRM, you can add them as contacts in DealRoom. Each contact gets invited to the deal and enters the structured progression from Stage 1.
Upload your existing diligence documents into the Intelligence Room. Organize them into categories that match your current folder structure.
If you have an existing teaser or CIM, use that content to populate the Opportunity Brief and Deal Book on DealRoom.
For deals that are already underway, you can set up the deal on DealRoom and fast-track existing buyers to their current stage.
About an hour for a complete deal with Opportunity Brief, Deal Book, and Intelligence Room. You can publish a basic deal in 15 minutes and add detail over time.
You can add contacts individually from the Buyers tab. For large lists, reach out and we can help with bulk import. Each added contact gets invited into the structured deal progression.
Use the manual verification override in the Buyers tab. Click 'Verify' on any buyer to skip the digital verification step and advance them to Deal Book access immediately.
The Free plan includes 1 active deal. Starter supports up to 3 concurrent deals, and Business supports up to 40. You can upgrade at any time.
PDF is ideal for financials and legal documents. The Intelligence Room accepts all standard file formats. For the Deal Book content, paste text directly — it supports markdown formatting.
Share the deal link directly (each deal gets a unique URL like dealroom.so/d/your-business-name), or add buyer email addresses and DealRoom sends them an invitation. Buyers can also discover your deal through the Browse Opportunities page if you enable public discovery.
For Buyers
DealRoom is free for buyers. Browse vetted opportunities from advisory firms, complete Buyer Verification, access Deal Books, and manage your acquisition pipeline -- all in one place.
Trusted by M&A advisors
DealRoom replaces scattered email chains, shared folders, and manual follow-ups with one structured system advisors actually use.
5
Structured deal stages
100%
Buyer engagement visibility
<1 hr
First deal setup time
The Free plan includes one full deal with all five stages. No credit card required.