There's a better way — and you haven't tried it yet.
See who's serious, what they've seen, and what needs to happen next —
all from one place you actually control.
For Advisors & Brokers
One deal. Basic features.
For Advisors & Brokers
Professional deal rooms for small firms getting started.
For Advisors & Brokers
Run your pipeline like a real firm. Every deal, every buyer, full visibility.
For Advisors & Brokers
White-label. Your brand, your domain.
If your deal process runs on inbox searches, Dropbox links, and memory — you don't have a system. You have chaos.
DealRoom introduces Guided Deal Progression™ — a structured system for moving buyers through every stage of a deal with organized access, buyer verification, engagement tracking, and centralized communication built in.
Opportunity Brief
Your one-page teaser — branded, trackable, and you see exactly who opened it.
Buyer Verification
Your qualification step — buyers verify their identity and sign digitally before seeing anything sensitive.
Deal Book
The full deal narrative — financials, operations, and growth story in a format buyers actually engage with.
Intelligence Room
Diligence documents organized by category, gated by buyer stage, with full download tracking.
Transaction Readiness
Your closing checklist — track what's done, what's outstanding, and keep every party aligned through close.
Yes. Buyers never pay anything. They get a clean, professional experience to review deals, complete verification, and access diligence materials at no cost.
Absolutely. The Free plan lets you run one deal with full access to the core workflow — Opportunity Brief, Buyer Verification, Deal Book, and Intelligence Room. No credit card required.
Your existing deals keep running. You just won't be able to create new ones until you upgrade or close out a current deal.
Yes. Upgrade or downgrade whenever you need to. Changes take effect on your next billing cycle.
A data room stores documents. DealRoom manages the deal itself — who's seen what, who's serious, and what happens next. Every buyer moves through a structured progression from first look to close.
Yes. All plans include SSL encryption, document access controls, and audit logging. Business and Enterprise plans add watermarking, fence view, and granular permission controls.
No. DealRoom is entirely browser-based. Your buyers don't need to create accounts or download software to access deal materials.
All plans include SSL encryption, 99.9% uptime SLA, and GDPR compliance.
Need something custom? Let's talk.