DealRoom

DealRoom is software for running mergers and acquisitions from the first target to post-close integration on one platform. It combines a secure virtual data room with project management, communication tools and an AI layer, and the company says the aim is to remove spreadsheet trackers from deal work. The product is designed around agile methods, and its main users are corporate development and M&A teams, including lean teams that manage a handful of acquisitions a year.

Managing the deal pipeline

Deal notes, emails, tasks and summaries are kept in one place, and AI updates the pipeline as new emails and documents arrive. Targets can be pulled into the pipeline from the research and sourcing tools a team already uses. The company describes an MCP connection that lets an AI assistant draw on deal context. Prioritization features help a team focus on strategic opportunities, and workflows make accountability and transparency visible across teams.

Due diligence and risk

Diligence requests are linked directly to documents and answered inside the platform, so teams do not need Excel trackers. The company says the platform reduces time spent on due diligence by 25 to 40 percent. AI categorizes, organizes and summarizes large document sets, flags risks and answers key questions about them. A diligence risk tracker provides a findings log and a library of common red flags.

Integration planning and onboarding

Diligence findings carry across into post-merger integration planning, so teams do not rebuild their plans by hand after close and are ready to act on day one. Onboarding is run by M&A specialists who import existing deals, set up pipeline and template rooms, train administrators and core users, and standardize playbooks for future deals. The company says more than a thousand dealmakers use the product.