Key features
- End-to-end lifecycle – Covers sourcing, pipeline, diligence, integration and project management in one unified environment.
- Built-in data room – Secure VDR with document management, permissions, version control and audit trails integrated into workflows.
- Task and Q&A management – Diligence checklists, task assignment, progress tracking and in-system communication with @mentions.
- Reporting & analytics – One-click BI-style reports on pipeline, diligence status and integration milestones.
- Integrations – Connects with tools like Slack, Teams, CRM and project software to create a central hub for M&A data.
- AI Powered - both in-app AI built for M&A and an MCP to connect to your preferred AI (ChatGPT, Claude, Gemini).
AI capabilities
AI connects email inboxes and DealRoom to ensure accurate pipeline data and diligence risk flagging so that important details do not slip through the cracks. AI auto-organizes diligence documents and analyzes them for key factors, eliminating hours of manual review. DealRoom MCP connects your source of truth for deal data (DealRoom) with your preferred AI tool(s) (Claude, Copilot, ChatGPT, etc) to scale workflows and improve accuracy.
Integrations
Integrates with tools such as Outlook, Google Workspace, Slack, Salesforce, Microsoft Teams, Okta, REST API, and can export data to spreadsheets and BI tools
More information
Founded in 2012 in Chicago, DealRoom was built by M&A practitioners to fix fragmented workflows across spreadsheets, email, and separate VDRs. It now offers a unified operating system for sourcing, diligence, integration, and divestitures, with native in-app AI and an MCP to increase deal efficiency and scale