DealRoom review and score
Data room plus deal project management, aimed at corporate development teams running many deals.
DealRoom combines a diligence room with project management and collaboration tools for corp-dev teams. ISO 27001 and SOC 2 are listed, but a narrower checklist with no redaction or SSO places it No. 11 of 18 on our leaderboard.
Profile re-checked October 2026. Sources: the vendor's own docs, its price page and its security certificates. Method: how we rank.
DealRoom approaches the category from the buyer's side. A US company since 2012, it carries project management, corp-dev and collaboration tags in our facts, and the pitch is a room that also tracks diligence requests, workstreams and owners. For an acquisitive company running several deals a year, that combination can replace a spreadsheet that never stays up to date.
As a data room, the essentials are there: a Q&A module, dynamic watermarking, per-file access rights, bulk upload, two-factor login and an audit trail. SOC 2 and ISO 27001 are both listed. Its Diligence toolkit mark is solid, on par with Drooms, though below the top group. A free trial is offered, which makes it easier to judge whether the project management layer fits your team's habits.
Checklist breadth is where it loses most ground. Our facts list no native redaction, single sign-on, public API, mobile app, e-signature or AI features, six of the twelve. Ease of adoption is middling, reflecting a product that does more than share files, and pricing is quote-only. On this weighting DealRoom sits in eleventh place overall; on our M&A list, which credits a corp dev focus, it ranks ninth.
Score profile
DealRoom: score profile
Where DealRoom places across our top lists
Ranked just above: Citrix ShareFile (80). Ranked just below: CapLinked (77).
Strengths and gaps
Where it scores well
- Project management and request tracking alongside the data room.
- SOC 2 and ISO 27001 listed, with Q&A and document rights control.
- Free trial offered, so a corp-dev team can try the workflow first.
Where it slips
- No redaction, SSO, public API, mobile app, e-signature or AI features in our facts.
- Quote-only pricing.
A good fit for
- Corporate development teams running several acquisitions a year.
- Buy-side diligence with many workstreams and request lists.
- Post-merger integration work that continues after signing.
Look elsewhere if
- You need a sell-side room with redaction for a single transaction.
- SSO through your identity provider is mandatory.
Feature checklist
Twelve items, checked against the shared provider facts file. A dash marks an item that DealRoom's documentation does not show; ask about tiers and add-ons before ruling it out.
Running the deal
- Buyer Q&A (present)
- Bulk folder upload (present)
- E-signature (absent)
- AI features (absent)
Controlling documents
- Dynamic watermarking (present)
- Document rights (view, print, download) (present)
- Redaction (absent)
- Audit trail (present)
Access and IT fit
- Two-step login (present)
- Single sign-on (absent)
- Public API (absent)
- Native mobile app (absent)
Pricing and security
Pricing
DealRoom is quote-only and offers a free trial. Ask how pricing scales with the number of concurrent deals, and treat any figure as indicative.
Security
DealRoom lists SOC 2 and ISO 27001, with dynamic watermarking, per-file access rights, two-factor login and an audit trail. Redaction and single sign-on are missing from our facts file.
| Overall score | 79/100 (Solid) |
|---|---|
| Leaderboard rank | 11 of 18 |
| Entry price | Quote only |
| Trial | Free trial offered |
| Attestations | SOC 2, ISO 27001 |
| Deployment | Cloud |
| Founded | 2012 |
| Head office | United States |
| Hosting regions | Ask the vendor |
All prices are USD and indicative, so check them with the vendor. We do not verify where each room hosts data.
DealRoom alternatives
Direct matchups: DealRoom vs Firmex
Questions buyers ask about DealRoom
What makes DealRoom different from other data rooms?
It pairs the room with deal project management, so requests, tasks and documents sit in one place. That suits corporate development teams more than one-off sellers.
Does DealRoom have redaction?
Not in our facts. Redact sensitive files before upload or ask the vendor about current options.
Is there a free trial?
Yes, a free trial is listed. Pricing after that is quoted.