Categorie: Software de sala de dados virtual / DealRoom Reveja

DealRoom

Avaliações: 75 | Classificação geral: Boa
Excelente
53
Boa
21
Média
1
Mau
0
Horrível
0
A diligence management platform and virtual data room for Agile M&A. The world's first and only Agile M&A platform designed to reduce work, track progress and utilize analytics on one centralized project management system. DealRoom is 40% faster and up to 50% less expensive than a traditional data room.
Comentário deixado em 04/10/2020
Stefanac

Overall, DealRoom is one of the best data rooms I've used and would likely use it again.

I love the clean look and the various views for the deal documents. The search functions were extremely useful when they worked.

I found the OCR/search functions were not as reliable as I had hoped. If every document was properly OCR'd it would have sped up my workflow. I'm still looking for a good data room that solves the problem of individual users being able to tag/sort/group/notate documents in a data room for our personal reference (i.e., setting privileges for who can see the sorting/notes). If this capability is added, DealRoom could further set itself apart. by DealRoom, a Day1 Company on 27/12/2018 Thanks for the review Jeremy! Appreciate the positive feedback and happy to hear you would recommend us to others. OCR search is something we are considering adding. I'm not sure if you were an admin in the room but you can give groups permissions to certain folders to be able to upload/move documents as well as use our requests tab which allows for communication around documents on the platform. Thanks again for the kind words and hope to work with you again!
Comentário deixado em 04/10/2020
Aria

I found the software to be easy to use and the request tracking functionality makes it easy to communicate with different groups.

We were able to learn how to use it quickly and found it to be an excellent product!
Comentário deixado em 04/09/2020
Atiana Moscrip

Ease of use Secure data transfer for confidential documents

We love the ease of use for our due diligence process. This platform allows a streamlined process to request and receive documents.

We wish that there were office plugins so that files can be saved directly within dealroom and easing up our overall use.
Comentário deixado em 04/08/2020
Flemings Moring

Ease of use. It was very easy to download files in a quick and efficient manner. If a file was not downloadable, it was clearly indicated. I liked the ability to download certain folders or the entire database depending on preference. Would definitely recommend.

My only concern was if I posed a question to the DealRoom team or sell-side bankers, we had to create a 'topic', then ask the question, and then assign the question to a specific user. This was not very clear and left a few questions go unanswered for days because no one was properly assigned. by DealRoom, a Day1 Company on 20/03/2019 Thanks for the review Zach! Happy to hear DealRoom was easy to use and you would recommend it to others. Using Requests to ask a question is best when the Admins of the room have a set process to answer them. Appreciate the feedback and thanks again!
Comentário deixado em 04/08/2020
Fanny Kirschke

It achieves it's basic purpose but there are other data rooms with enhancements that provide a better experience.

The bulk download capabilities, the organization by data room when you are in multiple, and the ability to view documents without downloading them.

There is no feature to sort all documents by upload date so that you can see what is new since you last logged in. Some other data rooms have a feature where you can sort new documents by your last login date or by new documents since a particular date you choose. by DealRoom, a Day1 Company on 31/07/2018 Hello! Glad to hear you are happy with the bulk download capabilities. In the top right above the Home folder you can click Recent Files to show what has been last uploaded and sort by date. Thanks so much for the feedback and hope you use us again soon!
Comentário deixado em 04/08/2020
Karp

We have only positive experience with DealRoom. Highly recommended for all who need m&a software

Very easy and simple to use, clear and modern design comparing with old-school vdrs. Amazing customer support. Always open to discuss new functionality we need.

Nothing to dislike actually. I'm happy with DealRoom. by DealRoom, a Day1 Company on 30/06/2019 Thank you so much for the positive review! Happy to hear the platform has been easy to use and customer support has been helpful for you. Appreciate the high recommendation!
Comentário deixado em 04/07/2020
Jacobba

The file labeling and folders labeling. The navigation is simple. Files don't take long to load.

It doesn't have the ability to sync to my desktop. Often time teams like to download to desktop and to be able to access the files quickly. Add syncing capabilities. by DealRoom, a Day1 Company on 31/07/2018 Thanks for the positive feedback John! Glad to hear you were able to navigate easily, we try to make the interface as easy as possible to use
Comentário deixado em 04/07/2020
Filide

The ability to quickly navigate through new files in a short amount of time greatly increases efficiency.

The ability to quickly see what has been uploaded to the data room in the previous 24 hours. This is extremely helpful.

Instead of a notification email just saying there are new documents and then listing them out, it could say that "5 documents have been added to the finance folder" which would provide a quicker understanding of whether they are material to my workstream.
Comentário deixado em 04/07/2020
Thorlay Ziek

One of the most enticing points of the DealRoom software is the fee structure. Not having to worry about page count is a relief.

Although almost everyone downloads the files to view, the document viewer could be enhanced. by DealRoom, a Day1 Company on 28/12/2018 Thanks for the feedback! Happy to hear the flat one time fee worked well for you. Appreciate the high recommendation and hope to work with you again!
Comentário deixado em 04/06/2020
Jacenta Lockner

Good for what I had to do

Very smooth user experience - easy platform/navigation/downloading process

not applicable as I didn't really used it in details as we decided not to pursue the opportunity by DealRoom, a Day1 Company on 15/11/2019 Thanks for the feedback Thibault! Happy to hear you had a good user experience with the platform. Hope to work with you on other deals in the future!
Comentário deixado em 04/06/2020
Zena

Great ease of access, great presentation.

Not enough notifications for when you receive answers to Q&A. by DealRoom, a Day1 Company on 14/03/2019 Thanks for the feedback Guy! Happy to hear you found the interface easy to interact with. Thanks for bringing up the response notifications. Tagging yourself as a follower to requests will give you immediate notifications following what you have set as your settings notifications. Thanks again and let us know if you have thoughts on anything else!
Comentário deixado em 04/06/2020
Gwenette

Sharing data with multiple parties and allowing segmented access to select information

Flexibility for organizing and posting data

Changing structures once initial information has been loaded by DealRoom, a Day1 Company on 31/07/2018 Thanks for the feedback John! To rearrange the structure in the room we added an Edit Index button that lets you drag and drop to reorder. If you have any questions feel free to get in touch and hope to work with you on a project again soon!
Comentário deixado em 04/06/2020
Wenger Eischens

We use DealRoom extensively in business acquisition transactions. The sellers can easily provide requested materials and save them in a designated spot for ease of use. No need to email files back and forth and get multiple versions of the same data.

DealRoom makes it easy to organize shared files and give access to those who need it. It is a very functional tool and has been a big help to our enterprise

Have not had any negative experiences yet by DealRoom, a Day1 Company on 27/12/2018 Thanks for the great review! Glad to hear it's been a value add to your enterprise. Our main goal is to have a usable tool to make M&A as efficient as possible. Appreciate you taking time to leave feedback and we appreciate your firm choosing to work with us!
Comentário deixado em 04/05/2020
Urania Handwerk

Love it - go to VDR

Ease of use - better than any other VDR I have used due to project management capability

NA - I truly am impressed by this VDR platform by DealRoom, a Day1 Company on 06/08/2018 Thanks Hunter! Glad you found the project management capability helpful and great to hear it's your go to. Always feel free to get in touch with our team if you need anything and appreciate the feedback!
Comentário deixado em 04/01/2020
Kallman Pastiva

We loved the ability to loop in constituents from a variety of places to see only what they needed to see, as well as the granular level of visibility and control that made monitoring and compliance as pain-free as possible.

There were a few features that would have been great out of the box that weren't available, but our account team was happy to help us develop user-side solutions to accommodate nearly everything we wanted to do. by DealRoom, a Day1 Company on 31/07/2018 Thanks for the feedback Michael and glad you had a good experience with the interface. Happy our team was able to help out as well! If there's anything else we can help with feel free to get in touch
Comentário deixado em 03/31/2020
Berkow

Produto excelente

Easy to set-up and use. Great tool that is meeting our needs.

Needs a little more functionality around notification timing and requirements by DealRoom, a Day1 Company on 30/04/2019 Thanks for the review Omar! Happy to hear set up was easy and the tool is meeting your needs. Appreciate the feedback on the notifications. Thanks again and happy to hear you're having a good experience!
Comentário deixado em 03/31/2020
Ranice Fieldson

A good tool to share, review and track action items (along with the current status of action item).

You are email notified of all changes/adds to dealroom.

Spreadsheets can be a challenge to see all cells- you will have to download to get a full file view. This can add a little time - when you just want to see a quick response. by DealRoom, a Day1 Company on 28/12/2018 Thanks for the review Gregory! Happy to hear you had a good experience and were able to track and update the status of action items. Our goal is to provide a tool to improve efficiency. Appreciate the feedback!
Comentário deixado em 03/30/2020
Griseldis

Easy to use. Very user friendly so I find ways to use it.

Clients sometimes go into junk. It can be very helpful though. by DealRoom, a Day1 Company on 28/12/2018 Thank you for the review! Appreciate the high marks and strong recommendation. Glad to hear the interface was user friendly!
Comentário deixado em 03/27/2020
Oribelle

I liked that the workflow through the tool centered around what is most important in M&A transactions - getting things done. With the focus around Requests, DealRoom allows you to easily understand what needs to get done and who is responsible for outstanding items. The platform is simple and doesn't try to over-complicate the workflow for M&A pipeline management.

The focus on agile M&A can be a double-edged sword - while it helps get things done more quickly and introduces flexibility into your process, it isn't always what traditional M&A personnel are used to dealing with. For example, with the "Requests" approach not being named "transactions" or "playbook tasks" there can be some hesitation from the old-guard to adopt such a tool. by DealRoom, a Day1 Company on 18/03/2019 Thanks for the review Collin! Our goal is to provide tools to help simplify the M&A process and allow for better collaboration and communication. Happy to hear you had a good experience with the trial and feel free to get in touch with us if you have further questions! Thanks again!
Comentário deixado em 03/26/2020
Mathe Kohlmyer

Great tool for us to share very sizeable documents at a reasonable cost.

DealRoom is very easy to set up, upload and share docs on a confidential basis.

There is not a great way to add summary comments or notes to the notification email on new files uploaded. Additionally, the file name gets cut off in the cover email notifications. by DealRoom, a Day1 Company on 10/07/2019 Thanks Mark! Happy to hear the platform was easy to use and appreciate the feedback on notifications. Thanks again!
Comentário deixado em 03/24/2020
Moncear Masin

It easy to use and has a very good user interface.

The search function needs to be improved. It’s hard to navigate to the file I want sometimes. by DealRoom, a Day1 Company on 28/12/2018 Thanks for the review Chris! Glad the interface was easy to use and you had a positive experience. Appreciate the feedback on the search functionality. Thanks again!
Comentário deixado em 03/24/2020
Lisa Dorff

Thoroughly impressed, prefer it over competing products such as intralinks, MerrillDatasite One and even Ansarada. The download and processing speed of the site really stands out to me.

This software has stood out to me for various reasons. - Fast download speed to easy zip folders which have smaller capacity and are therefore easy to email forward. - Loading speed of the pages is considerably faster than other deal platforms. - Q&A function is user friendly and simple with clear indicators to questions being answered and edit/attachment functions.

- It doesn't seem clear to me as to how to attach data room document numbers to the top of the document when downloaded from the site. - The exported excel index does not include the date which documents were unloaded to the data room. by DealRoom, a Day1 Company on 18/03/2019 Thank you so much Louisa! Glad you were happy with the download speeds and our Requests function for having questions answered with documents attached to the request. Appreciate the high recommendation compared to other platforms as well. Thanks again!
Comentário deixado em 03/24/2020
Teodorico Mcglohon

Using the site for M&A transactions, it is easy to keep all relevant parties on the same page.

The functionality and intuitiveness of the software are the most important features. The simple yet elegant design makes navigating the site quite easy.

Realizing that there can be vast amounts of data with long pathways, ideally it would be easier to download all files without renaming any of the files. by DealRoom, a Day1 Company on 30/06/2019 Thanks for the review Connor! Happy to hear the platform was intuitive and easy to use. Unfortunately for the file paths, that's a problem with windows being able to open the files so we are unable to solve that. Thank you so much for the feedback!
Comentário deixado em 03/23/2020
Hoban Poltrock

It was very very easy to use and the user interface is so clear and easy to understand. Much easier then other sites

I dont have any complaints. It was easy and customer eccentric. I have sued other similar sites but they were not as good. by DealRoom, a Day1 Company on 31/07/2018 Thanks for the feedback Jonathan! Glad the interface has been easier to use than other products, that's our goal! Appreciate it
Comentário deixado em 03/23/2020
McKale

It is very easy to understand. For what I use it for it has been easy to keep up with everything I need.

No real complaints about it. Our use is document review and it's been great. by DealRoom, a Day1 Company on 27/12/2018 Thanks for taking time to write a review Tim! Glad to hear you've had a good experience so far, feel free to get in touch if there's anything else we can help with. Thanks again!
Comentário deixado em 03/23/2020
Hyman Corf

The best part about using DealRoom by far was my experience with the customer representative, my customer success manager throughout the process. She chatted with me while in the portal, offering tips to ensure I took the best advantage of Deal Room's features. Even after I left the portal, she continued to follow up, doing everything within her power to guarantee I had a 10/10 experience. No other VDR platform I've used has even offered that type of personal support. And on top of that, she was one of the strongest, most courteous, and most helpful customer success manager's I have encountered in any product or service I have ever used!

I have experience with a few different Virtual Data Room platforms: Merrill DataSite, Donnelly, etc. Most platforms focus only on privacy and functionality at the expense of general user interface. I found Deal Room to be incredibly easy to use, despite having never used it before. This ease of use was greatly augmented by my experience with my customer success manager, who I will describe below.

There was very little not to like. The software did exactly what I needed it to. by DealRoom, a Day1 Company on 06/11/2018 Thanks for the review Luke! Good to hear you've had a positive experience with DealRoom compared to other providers and happy to hear the interface was intuitive and easy for you to use. Also, thank you so much for the kind words about our customer success manager! Glad to hear our team is doing their best to help you and we are grateful for the feedback. Appreciate you taking time for the review!
Comentário deixado em 03/22/2020
Southworth Phanor

For starters, this company has A+ customer service. Whenever I need help or have issues, they're very quick to help out. Also really love how DealRoom allows all stakeholders in the deal to communicate together in a timely fashion. The ability to track tasks is also a lifesaver--when perusing through hundreds of deals a week, it gets quite hectic without software.

One thing I think the software could improve on is integration with other software (ie Outlook). Also has somewhat of a learning curve, but so do most software products. Very happy overall. by DealRoom, a Day1 Company on 29/04/2019 Thanks for the great feedback! Happy to hear our team has been helpful and the platform itself has made your process more efficient. Also, appreciate the feedback on integrating with other software, we are always looking for ways to improve. Thank you for taking the time to leave us a review!
Comentário deixado em 03/21/2020
Goodill Belchior

We use DealRoom for Due Diligence and Integration Planning. We love that it is permission-based, down to folder within a section. It has been abundantely helpful getting visibility and real-time updates to the team members involved.

It's very user friendly and has a clean UI/UX.

I've sent a product request for a "Checklist" feature to be added. by DealRoom, a Day1 Company on 05/11/2019 Thanks Lauren! Glad the platform has been user friendly and we appreciate the product feature requests as we are always looking to make DealRoom better for all users. Thanks again!
Comentário deixado em 03/19/2020
Babcock

Nice user interface, Easy to log in and navigate among all folders

Not able to easily filter by date and add more emails for the notification by DealRoom, a Day1 Company on 27/12/2018 Thanks for the review Laura! Glad to hear the interface was easy to navigate. Our filter by date is under the recent files tab and appreciate the feedback on that! Hope to work with you on another project soon
Comentário deixado em 03/19/2020
Pretrice Dorney

I thought it was a great VDR option for the price.

I thought that user friendliness was one of the stronger features here. We don't get too crazy on the security side but I imagine the functionality of your security may be a deterring factor for some of your peers.

What I liked least about the data room was figuring out the allocation of security levels. by DealRoom, a Day1 Company on 30/06/2019 Thanks for the nice review Tyler! Glad to hear the platform has been working well for you, appreciate the feedback!
Comentário deixado em 03/19/2020
Zelig Rayish

I was given access as part of a due diligence data room. The file structure was easy to understand, and downloading was simple. There were a number of features that were beyond my typical data room experience, but I believe could be useful.

The ability to request information through the platform, the download process was easy.

While intrigued by the ability to request information, I didn't use it, because I generally err towards direct email asks. If this was an internal project, I could see the use for the information request features. by DealRoom, a Day1 Company on 31/07/2018 Thanks for your feedback on using requests! If it was ever something you were looking to use in an upcoming project feel free to get in touch and happy to talk about best use cases. Thanks again!
Comentário deixado em 03/19/2020
Ignatia Doriean

system is pretty easy to use and fairly intuitive.

Would be great to have some additional tracking capabilities by DealRoom, a Day1 Company on 14/11/2019 Thanks for the review Ashton! Happy the platform was intuitive and easy to use and appreciate the high recommendation! Thanks again for taking the time to give us feedback :)
Comentário deixado em 03/18/2020
Camm

Access to important data it would otherwise take a lot of time to research.

Organization of data and accessibility of needed information in a centralized location for the team to access.

Syncing to desktop would allow faster and offline accessibility. It is somewhat pricy for a small firm and wish it were more affordable as I know other smaller organizations that would like to use it. by DealRoom, a Day1 Company on 31/07/2018 Thanks for the feedback LeAnne. Glad it was easy to use
Comentário deixado em 03/17/2020
Cychosz

Very easy to use and do admin of your various groups using the data room. I really liked their request tracking feature and the project management capabilities to get all of the due diligence requests completed on time. The support team was fantastic to work with and always answer our questions on a timely basis.

Nothing meaningful I can add here as I pretty much liked just about everything I got with this software. by DealRoom, a Day1 Company on 26/03/2019 Thanks Efrain! So glad to hear using requests to manage your diligence process has worked well and our team has been supportive for you. Appreciate the kind words and you taking the time to leave a review!
Comentário deixado em 03/17/2020
Kallman

Ease of use and unlimited data for the price. It is the best value option and does not compromise on quality.

You sometimes have to individually set permissions when uploading items. by DealRoom, a Day1 Company on 14/11/2019 Thanks for the review Evangelos! Happy to hear the platform is easy to use and unlimited data is a good pricing option as well. Appreciate the feedback!
Comentário deixado em 03/16/2020
Goltz Wachsman

It was great!!

I like the feature that allowed me to see the latest uploads to the Dataroom.

Sometimes there were difficulties in downloading the full data room to my desktop at once. by DealRoom, a Day1 Company on 28/12/2018 Thanks for the review Anumita! Glad to hear you had a good experience and appreciate the feedback on the download. Thanks again for the feedback!
Comentário deixado em 03/15/2020
Schlessel

Very satisfied with how quickly we were able to set up a data room for our transactions. It has the functionality we need for the M&A deals that we do.

Very easy to use - our data vault was up and running quickly. The counterparties find it easy to use, too. And the pricing is reasonable.

Need more FAQs or directions for use so that we don't need to contact customer support so much during the set-up. It is just a matter of needing a roadmap to using some of the features. by DealRoom, a Day1 Company on 28/12/2018 Thanks for the review Warren! Glad to hear you and your counterparties have had a good experience. More FAQ's and training guides/videos is something we are working on for 2019, appreciate that feedback. Thanks again for the nice comments!
Comentário deixado em 03/15/2020
Daley

Our org. chart presents a challenge due to the various global locations, where we exist. This tool allows us to work cohesively, never missing a beat.

The ease of use and ability to incorporate it seamlessly to the pre-existing working model.

So far so good, nothing negative to report. by DealRoom, a Day1 Company on 18/03/2019 Thanks for the review Hector! Happy to hear it was a seamless transition to using DealRoom from your pre-existing model. Glad the platform allows collaboration across your locations. Appreciate you taking time to give us feedback, it's very helpful!
Comentário deixado em 03/15/2020
Emanuela

User face was genuinely easy to use, support was very responsive and helpful. Helpdesk took ownership in the problem.

When you click through an email update to see the new files uploaded, was difficult to go back to the main dataroom site. by DealRoom, a Day1 Company on 31/07/2018 Thanks Adam! Glad our support was helpful and you've had a good experience with the interface. I've let our team know about the email updates with links to files and see what we can do to make that more seamless. Appreciate the feedback, thanks again!
Comentário deixado em 03/15/2020
Annaliese Moscicki

Generally very positive and would be happy to recommend it to colleagues or peers.

Sustainable, navigable ease of use. It was easy to move around and induced user interaction in a way that trained me to adjust to some of its more unique features.

There were times when I found preview screens to distort the image of the document. by DealRoom, a Day1 Company on 12/11/2019 Thanks for the feedback Christopher! Happy to hear the platform was intuitive and you were able to utilize more than just the basic features. Hope to work with you on future projects!
Comentário deixado em 03/14/2020
Binky Blumer

Ease fo use is the best feature of this platform. We love the customization and drag and drop features

We wish this platform had more analytical features, and allowed for outlook integration as well as a desktop version that can be installed to our computers in office for quicker access.
Comentário deixado em 03/13/2020
Eudoca

Muito fácil de usar

I love task tracking feature that is unique to the DealRoom software and the fact that you can control permissions down to the individual file level, but what I like the most about this software is the customer suppport. The CEO personally reads and sometimes responds to customer inquiries and requests for features. Additionally, the customer support team is extremely responsive and works to resolve your issue within 24 to 48 hours.

There are certain features that I would like to see in the group permissions management section, but I have been told the team is already working on it and the new feature should be out in 1-2 weeks!
Comentário deixado em 03/11/2020
Kyriako Pavlik

I have only used DealRoom as a user, but am definitely open to considering it as an administrator during upcoming engagements.

What I liked most was the speed and ease of the bulk download function. Due to the transactional nature of my work, I have used many different data room providers. DealRoom certainly performs in the top range and compares amongst the best. The ability to access and save a bulk download link is particularly useful when my internet connection may be patchy while travelling, and I might require multiple tries to download a file.

The notifications feature could be improved. As my organisation removes the formatting from emails, it would be very useful to have an option to send notifications as text (without html). by DealRoom, a Day1 Company on 30/06/2019 Thanks for the feedback Jonathan! Glad all the features have been useful for you and for your thoughts on the notifications. Happy to hear you're open to using it as an admin as well. Feel free to get in touch with us directly to discuss more at any time!
Comentário deixado em 11/14/2019
Eadie Visel

Simplicity - easy to use don't need a tutorial

Automatically sorting by oldest to newest, inability to add comments to specific files by DealRoom, a Day1 Company on 07/01/2020 Thanks for the feedback Andrew! Happy to hear DealRoom was easy to use. To add comments, you are able to make comments on requests and attach the file that's relevant to that request/comment associated. Thanks again for taking time to leave a review!
Comentário deixado em 11/11/2019
Ortiz

Great, no complaints.

It's very intuitive, easy to maintain and make adjustments to folders throughout the process.

Occasionally download time can take longer than expected. by DealRoom, a Day1 Company on 15/11/2019 Thanks for the feedback Brendan! Great to hear you've had a positive experience with the platform and it's been easy to use. Appreciate you taking time to leave a review!
Comentário deixado em 11/05/2019
Ezaria

Very user-freindly and intuitive. I would recommend it for the improvement support of PM tasks

The follow-up of the tasks –asignee, start, due date, comments option– and the progress panel

The timeline panel. It is just possible to have a monthly view of the project, while other platforms offer a year view of the project. The fact that is just possible to see the monthly tasks make that panel not very comprehensible and insightful. by DealRoom, a Day1 Company on 12/11/2019 Thanks for the great review Felipe! Appreciate the feedback on the timeline panel and thanks for the recommendation as well!
Comentário deixado em 11/05/2019
Earleen

DealRoom has been great for the due diligence of the company I work for. Simple. Easy to use.

It has a user feel that is intuitive and so simple.

Really nothing. It suits my needs perfectly. by DealRoom, a Day1 Company on 12/11/2019 Appreciate the great review Chris! Happy to hear the platform was intuitive. Thanks for the 5 stars!
Comentário deixado em 08/10/2019
Fenny Decaen

My overall experience with DealRoom is highly satisfactory.

What I like most about the software - ease of use.

What I like least about the software - nothing. by DealRoom, a Day1 Company on 05/11/2019 Thanks for the great feedback Anna Marie! Glad it's been easy to use and you've been satisfied with your experience. Thanks for taking the time to leave a review!
Comentário deixado em 07/27/2019
Nel

I am a user downloading documents for due diligence review.

I like the email on access with IP address. I think that helps protect unauthorized access.

Download process on files into a web link, then a zip file, then to PC, then to unzipped format is still a bit time consuming and irritating. Should be easier just to download files directly to a designated PC folder without going through the zip file stuff in the middle. by DealRoom, a Day1 Company on 31/07/2019 Appreciate the feedback Barclay and happy you had an overall good experience with your trial. If you have any questions on using the platform for a live engagement feel free to get in touch with us, thanks!
Comentário deixado em 07/19/2019
Evin Sandlan

Overall experience was very positive.

DealRoom has a lot of good features and is well organized. It is particularly well suited to the due diligence process.

There were a few features that could be improved, such as the lack of automatic notifications for changes to a persons access credentials. by DealRoom, a Day1 Company on 31/07/2019 Happy to hear you had an overall positive experience Adam! Diligence management is a major priority for us so glad it was well suited for your process. Thank you!
Comentário deixado em 07/19/2019
Foley Banez

I use several other datarooms (FirmEx, etc.) and DealRoom is comparable.

It's not well set up - i.e. difficult to navigate between and expand various levels- when there are multiple subfolders within subfolders. by DealRoom, a Day1 Company on 31/07/2019 Thanks for the review Sarah and appreciate the feedback on folder navigation. Glad you had an overall positive experience!
Comentário deixado em 07/19/2019
Mollee Thornberg

Impressionante

The dealroom is easy to navigate. You can make a list of all new documents uploaded in the index IRL. There is an ease of downloading documents too

Nothing! It made my life very easy as I was easily able to look for new documents everyday and the customer support was also very helpful by DealRoom, a Day1 Company on 31/07/2019 Thanks for the great review Pavneet! Happy to hear the platform made your life easy and customer support was helpful :) Thank you!
Comentário deixado em 07/18/2019
Sussman

The platform is great. It offers an exclusive feature so I can upload and manage request list!

Incredible Project Management features and unlimited volume on a monthly subscription!

It can take 30 min. for support response. by DealRoom, a Day1 Company on 19/07/2019 Thanks for the kind review! Happy to hear using requests to manage diligence and unlimited data has been useful for your process. Also, appreciate the feedback on support, we are always looking for ways to improve so that will be addressed. Thanks again!
Comentário deixado em 07/03/2019
Diehl Pinel

We are managing the diligence process of several M&A transactions. DealRoom allows the transfer of documents to multiple parties with the ability to individually set groups permission schedule. Further their analytics tab allows us as the sell side adviser to see who has been active in the data room or not, providing a little bit of visibility on the investors interest levels.

I like how user friendly the platform is. One of my favorite features is the ability to relabel the documents index order if necessary, unlike most competitors.

I wish it had a Q&A feature similar to most competitors. One other feature I would suggest is the ability to "white label" the platform allowing a more personalized feel (company logo in the corner). by DealRoom, a Day1 Company on 10/07/2019 Thanks Wes! Glad the relabeling of indexes was useful for you. I would advise checking out DealRoom with our Request tab. This allows for diligence management and Q&A along with the document storage. We also have added the ability to white label! Feel free to get in touch if you have more questions about it. Thanks again!
Comentário deixado em 03/22/2019
Jone

Great product for performing diligence with respect to potential company acquisitions.

Easy to understand and use. No issues logging in. The features are intuitive so no real learning curve. Have not experienced any crashes or similar service interruption.

Can not think of any real cons to the software. by DealRoom, a Day1 Company on 26/03/2019 Thanks David! Happy to hear the room has been easy to use right away and you've had consistent service. Appreciate you taking time to give feedback, thanks again!
Comentário deixado em 03/19/2019
James

DealRoom is a great way to access confidential documents in an organized and quick manner. A team activity was very successful due to collaboration. DealRoom housed everything and kept us moving through to completion.

I liked the preview function prior to downloading documents. I use a Surface pro and scanning pages was very efficient. Documents did not seem buried; easy to find.

Nothing, I just needed to be connected to view documents. by DealRoom, a Day1 Company on 20/03/2019 Thanks for the review Pam! Happy to hear the room was simple to use and kept everything organized! Appreciate you taking time to give us feedback. Thanks again!
Comentário deixado em 03/19/2019
Thesda

Still, ease of use and clear structure is good for our clients

Ease of use and simple, intuitive structure

Set up can be confusing and difficult. Setting up persona's is lacking in flexibility by DealRoom, a Day1 Company on 26/03/2019 Thanks for the review Lonnie! Glad to hear the room is easy to use. If you have more feedback on how we can improve set up feel free to get in touch with us at [email protected] Thanks again and glad the platform is working well with your clients!
Comentário deixado em 03/15/2019
Gorlicki

Overall, DealRoom has been great but maintains room for improvement.

Easy to use and the quick response time has been critically helpful

The alerts received when documents are uploaded by the client could be made easier to sift through. Currently, you'll have to carefully look through the email alert whereas other DR providers alerts really throw the newly uploaded docs into your face. Anything to free up bandwidth. by DealRoom, a Day1 Company on 20/03/2019 Thanks Bruce! Glad the platform has been easy to use and you've gotten quick response time. Appreciate the feedback on notifications, that helps our team continue to improve user experience. Thanks again!
Comentário deixado em 12/27/2018
Herrera Lauser

From a buyer's perspective, the platform has been really easy to navigate, use, and download files. The one time I did have a download issue, the customer support team was responsive and quickly resolved the issue.

N/A - there hasn't been a moment where the platform has negatively impacted deal flow productivity by DealRoom, a Day1 Company on 28/12/2018 Thanks for the review Logan! Great to hear you had a good experience from a buyers perspective and happy to hear our customer support team was quick to help you :) Thanks again and appreciate the feedback!
Comentário deixado em 12/18/2018
Rosabel

Easy to access user interface, speed is never an issue. The ability to track specific requests on an individual basis is valuable.

No obvious cons, some files have trouble downloading, but assume that is user error more so than Dealroom issues by DealRoom, a Day1 Company on 28/12/2018 Thanks for the review Ben! Glad to hear the interface was easy to use and using requests added value! Appreciate the high recommendation
Comentário deixado em 12/18/2018
Alcock Cotheran

It has a better selection to review documents.

The format of the software is confusing and does not clearly indicate my most important items (how to download an index, etc.). by DealRoom, a Day1 Company on 28/12/2018 Thanks for the review John! The help tab would be a good reference on how to download an index and other questions you have. Otherwise always feel free to chat our support team through the site! Thanks for the feedback!
Comentário deixado em 12/18/2018
McNair

For due diligence data colection, DealRoom is an excellent platform.

Extremely easy to upload and organize files, delegate grants of authority and monitor access.

I did not have any negative experiences. by DealRoom, a Day1 Company on 28/12/2018 Thanks for the review David! Glad to hear you had a positive experience with the platform! Appreciate the great feedback!
Comentário deixado em 12/14/2018
Kiri Panchu

Intuitive, just like managing folders and documents on my computer. Never had a proble gaining access.

Notifications for each document uploaded coukd be overkill at times, would orefer a daily rollup or a proactive outreach based on the volume of notifications I was getting to ask if I’d like to turn them off. by DealRoom, a Day1 Company on 27/12/2018 Thanks for the review Kelli! Glad to hear the platform was intuitive and you had a positive experience. Each user has the ability to dial back their notifications to hourly, daily, none at all under their settings tab. Just something to note if you use us on another project! Thanks again!
Comentário deixado em 12/14/2018
Bozovich

We've been able to assure effective communications across the office.

The platform is easy to use and the functionality is extremely practical which makes it both enjoyable and sensible when communicating across different positions in our office, streamlining projects and making us all more efficient.

It's an extra step that not all of our employees go the extra mile to use. by DealRoom, a Day1 Company on 27/12/2018 Thanks for the positive feedback Jessica! Glad to hear the platform is easy to use and has created efficiency for your team, that's our goal! Let us know if there's anything else we can help with
Comentário deixado em 12/14/2018
Tace Heartz

Excellent platform/tool with easy navigation and use. I would highly recommend.

Easy to use and navigate through as well as real time notifications when new documents were submitted.

Unable to use the request for information function but that may have been the way my company set it up. by DealRoom, a Day1 Company on 27/12/2018 Thanks for the feedback Nora and high recommendation! Glad to hear everything went well. Requests are definitely a huge advantage with using DealRoom, hopefully we can work with you on another project and have that functionality be used! Thanks again for the positive review, we appreciate it!
Comentário deixado em 12/14/2018
Dorotea Bortzer

Ease of navigation; ability to assign tasks to individuals; combination of data room with project management

It would be helpful if you could hover your mouse over the "reply" icon and view the message instead of having to click by DealRoom, a Day1 Company on 27/12/2018 Thanks for the review! Great to hear the combination of data room and project management would be useful for you, our main goal is to provide a tool to create efficiency in M&A. Let us know if you have a live project to try using the platform on! Thanks again
Comentário deixado em 10/22/2018
Mario Tewari

We chose to update to DealCloud because our old CRM was unable to keep up with the dealflow we were seeing. The DealCloud engine made day-to-day processes much more productive and gave us more time for more important parts of the deal process.

Ability customize every entry field and data cell Views

Process to edit fields can be confusing for new users
Comentário deixado em 10/16/2018
Market

Using your system to support a deal. For what I am doing (uploading data files), it works great!

I have been using the product to upload data files. The system is very intuitive to use. Files upload directly from our directory with no problems.

After files upload, they just drop out of the folder where I park them. It could be helpful to know when my files get transferred to some other storage space in your system. Just in case someone here asks about when I uploaded a file. by DealRoom, a Day1 Company on 06/11/2018 Thanks for the feedback Joseph and glad the platform has been easy to upload to and intuitive for you. It might be helpful to use the Recent Files filter on the documents tab or happy to discuss more if you would like to contact us directly! Thanks again for the review!
Comentário deixado em 08/02/2018
Resee

Was fine - nothing stood out as great or bad for this. Preference for VDRs is to have daily notifications, bulk download, and ability to check for files posted based o date range.

The dataroom was generally easy for me to use.

No specific negative comments on the dataroom. by DealRoom, a Day1 Company on 06/08/2018 Thanks Simon! Great to hear the room was easy to use and there was nothing negative to report. We appreciate the feedback and feel free to get in touch with our team if you have any questions!
Comentário deixado em 08/02/2018
Meit

Overall the program is quite beneficial.

Very easy to load documents and keep projects organized so everyone can review

changing and updating status could use some tweaking. by DealRoom, a Day1 Company on 06/08/2018 Thanks John! Glad uploading documents was easy and you found the platform beneficial. We are always looking on ways to improve the functionality so your feedback is very helpful. Thanks again!
Comentário deixado em 04/24/2018
Na

Control and detail over information shared for multiple counterparties makes Dealroom easier to use than most

Not much to say here other than typical issues common amongst data room providers are the same as Dealroom by DealRoom, a Day1 Company on 31/07/2018 Appreciate the feedback Thomas! Happy to bring up any typical issues with data rooms to our team and see if there's ways we can improve it on our platform.But glad you've had a good expereince over all, thanks again!
Comentário deixado em 04/23/2018
Veda

Deal Marketing, Documents Upload, Documents Receiving from Clients, Investor Access to Deals

Dealroom has multiple features that make it easy to use, including very clear and user friendly interface, drag and drop options, pulling and downloading due diligence list directly

Absence of Microsoft outlook plugin as well as inability to update/track deal marketing progress so you can categorize deals in terms of their status. by DealRoom, a Day1 Company on 31/07/2018 Thanks for the review Ovais! Glad you've had a good experience with direct diligence management and appreciate the feedback on deal tracking, definitely something for us to look into. Thanks again!
Comentário deixado em 04/23/2018
Ab

I like the functionality of the software. There are some very helpful features and the software is very user friendly.

I would like the option to have multiple admins. I would like to be able to customize the software a little bit more. by DealRoom, a Day1 Company on 31/07/2018 Thanks for the positive feedback! You are actually able to add more that one person into the admin group and give other groups admin abilities as well. Happy to get in touch and go over those features. Thanks again for the review!
Comentário deixado em 04/17/2018
Milman Mickiewicz

It helps us manage the document / info sharing between the client, our firm and the potential investors. It also allows us to manage users, their permissions etc. It is also helping us managing the analytics on user access. It is easier to upload large size files and share it with intended users which is not possible on outlook due to size limits.

Dealroom is easy to use, you can populate dealroom with your due diligence folders and create due diligence list right inside the dealroom instead of sending the due diligence list separately to your clients.

Missing Outlook plugin which is mostly available will update tab that would allow execution team to update status on this would allow execution team to update status on transactions.
Comentário deixado em 04/17/2018
Weigle

Virtual data room to track buyers and provide them access to sensitive company documents for their due diligence.

The security and ease of use is very helpful. We are able to get potential buyers all of the relevant documents in a concise manner and to track who is reading what documents.

Being used to other virtual data room databases, it takes a bit of time to get up the learning curve on the nuances of DealRoom versus others.

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