Real-World Case Studies and Customer Success Stories with DealRoom

DealRoom helped Miro save 25-35 hours per M&A deal. Miro used to manage deals with many tools, causing confusion and... delays. DealRoom replaced all these tools with one platform. Now, Miro stores all deal documents in one place. Stakeholders find it easier to join deals and work together. Role-based access control keeps information secure. Miro starts integration planning right after signing the LOI, making post-acquisition smoother.
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Qualfon managed a 100-deal M&A pipeline using DealRoom. Before, they used two systems: a legacy M&A platform and Excel, which... caused slow reporting and redundant work. DealRoom replaced both, giving Qualfon a single source of truth and instant reporting. The team now collaborates without extra costs and can track every deal easily. Deal velocity increased, and reporting is faster and more accurate.
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DealRoom helped SPS Commerce manage all M&A deals in one platform. Before DealRoom, SPS Commerce used many tools, making it... hard to find documents and communicate. DealRoom made it easy to track tasks and talk with target companies in real time. The platform saved time by reducing email and duplicate work. SPS Commerce improved teamwork and made better decisions during M&A integration.
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DealRoom gave Pax8 full control over their investor data and communications. Before, Pax8 relied on attorneys to manage data rooms,... causing delays and extra steps. With DealRoom, Pax8 could update documents, manage permissions, and track investor interactions directly. Integration was 50% faster than before. Pax8 improved investor relationships and could quickly answer leadership questions using DealRoom’s centralized platform.
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DealRoom helped Paylocity cut time spent in Excel trackers by 50%. The platform eliminated the need for manual spreadsheets and... reduced errors. Paylocity saved 3 to 4 hours a day during due diligence. Integrations finished 4 months faster. Team accountability improved with clear task assignments. Secure data storage and permission controls protected sensitive information.
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Jamf used DealRoom to manage their M&A process. Before DealRoom, deals took 6 to 12 months due to manual work... and scattered information. With DealRoom, Jamf cut deal time in half and replaced multiple tools with one platform. The team now tracks deals better, communicates more clearly, and onboards users in 10 to 15 minutes. DealRoom helped Jamf conduct more deals, including international ones, and improved their reputation during deals.
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DealRoom helped AppHub save over 5 hours a week by streamlining their M&A process. AppHub switched from four other data... room providers to DealRoom for better organization and fewer redundant requests. The platform made onboarding new team members easy and eliminated manual diligence trackers. AppHub improved professionalism, communication, and relationships during deals. The team scaled faster and replaced multiple tools with DealRoom's centralized solution.
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DealRoom helped Emerson manage M&A deals up to eleven figures. Emerson switched to DealRoom after facing high costs and inefficiency... with other data room providers. The platform's intuitive design and transparent pricing saved Emerson significant money and time. Onboarding new users became fast and easy, with no complaints from the team. Emerson now handles all transactions, big and small, in one organized space. DealRoom improved accuracy, visibility, and momentum in their M&A process.
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Flex used DealRoom to replace four separate tools for managing M&A processes. Before, Flex struggled with unorganized due diligence and... too many platforms. DealRoom gave them one place for all M&A work, making onboarding and access control simple. Flex now handles more deals at once and spends less time on calls and emails. They currently manage 13 transactions using DealRoom.
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Emerson used DealRoom to manage a growing M&A pipeline. Before, teams wasted hours on spreadsheets and emails. DealRoom let them... work in one platform with real-time updates and secure data. Communication improved and deal fatigue dropped. Emerson completed 11-figure deals and focused more on strategy, not tracking requests.
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DealRoom helped The AZEK Company close a deal in just eight weeks, the fastest in their M&A history. The company eliminated... the need for an analyst, saving $93,000 a year. Onboarding was five times faster, and all teams found the platform easy to use. Real-time collaboration replaced unnecessary calls and meetings. DealRoom improved communication, sped up deals, and strengthened relationships during M&A processes.
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DealRoom helped US Heart and Vascular double its transaction volume. The company managed over 140 diligence requests in one place.... Before DealRoom, diligence was slow and confusing, with tasks spread across emails and spreadsheets. Using DealRoom, USHV organized, labeled, and tracked requests, cutting diligence time from months to days. The platform improved deal speed, reduced errors, and made communication easier for all teams.
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DealRoom helped Bayada cut diligence time by 50%. Bayada used DealRoom to manage M&A deals and control document access. The... platform replaced spreadsheets and made onboarding easy for teams and partners. Bayada gained a clear view of tasks and improved communication with their board. The solution supported scalable, repeatable M&A processes for future growth.
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IVC Evidensia used DealRoom to manage over 300 roll-up acquisitions each year. Before DealRoom, their team struggled with scattered data... and slow deal execution. DealRoom centralized deal information, automated tasks, and enabled real-time reporting. The platform’s AI contract analysis saved 8–10 hours per deal, totaling over 2,700 hours saved annually. Cross-border collaboration improved with built-in language support, leading to faster, smoother M&A transactions.
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Peanut Butter Student Loan Assistance used DealRoom to manage their fundraising pipeline. They needed a secure way to store documents... and control access for different investor groups. DealRoom’s permissions and reporting features helped them avoid accidental disclosures and improved data security. The platform saved them over 20 hours on diligence tasks. Branded reports and project management tools made investor communications easier and more professional.
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DealRoom helped Duff & Phelps close deals 40% faster. The team struggled with disjointed communication and organizing deal data. DealRoom... combined a secure virtual data room with project management tools. This made onboarding easy and kept everyone updated on deal progress. Deal fatigue dropped and teams stayed focused. Lawyers and advisors no longer waited for updates.
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DealRoom helped Wipfli save over 20 hours per deal in their M&A process. Wipfli replaced Excel and ShareFile with DealRoom... for project management and document tracking. The platform improved security, reduced duplicate requests, and increased visibility across teams. Team members saved 3+ hours per week and needed less training. Wipfli now spends more time proactively sourcing deals and less time on manual tasks.
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DealRoom helped Raincatcher, an M&A firm, boost efficiency by 40%. The team replaced spreadsheets and email with a single platform... for deal management. DealRoom's secure data rooms and centralized workflows reduced errors and sped up transactions. Raincatcher saw a 10x return on investment and closed deals faster. The platform's support and customization gave Raincatcher a competitive edge in M&A advisory.
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DealRoom helped Easton Select Group close six acquisitions in five months. The company used DealRoom to manage due diligence, real-time... reporting, and team alignment. The platform made it easy for sellers and buyers to work together. Easton Select Group reached $10M EBITDA with DealRoom's support. The tool helped standardize processes and speed up deal flow. Easton Select Group built trust with sellers and improved collaboration across teams.
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DealRoom helped Pinion speed up their M&A due diligence. Pinion faced disorganized data, security risks, and poor team communication. DealRoom... provided advanced security, project management, and custom folder permissions. Onboarding became five times faster. Pinion closed a deal in 60 days and improved trust with sellers. The platform made diligence more efficient and secure.
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DealRoom helped Farmers Business Network overhaul their M&A process. FBN replaced spreadsheets and scattered tools with DealRoom’s centralized platform. The... team now manages 12-15 deals at once, improving speed and accuracy. Communication and organization improved, saving time and money. FBN no longer needs outside consultants for M&A management.
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DealRoom helped Momentum, a large nonprofit in Los Angeles, manage due diligence for a complex merger. The Chief Strategy Officer,... new to M&A, used DealRoom’s templates to avoid spreadsheets and save time. Momentum reported a 75% time savings and reduced stress during the process. The platform’s permissions and security features protected sensitive data. Board reporting became easier with built-in progress overviews and reports.
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Paylocity used DealRoom to speed up their M&A diligence management. They faced slow, manual processes and too many communication channels.... DealRoom helped them organize documents, automate workflows, and centralize information. Integrations finished 4 months faster. They closed more deals, reduced emails, and improved project management. Paylocity completed three successful deals and plans to renew their contract.
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DealRoom helped UAP Inc. save over 10 hours each week by streamlining M&A reporting. The team replaced a massive Excel... spreadsheet with DealRoom’s platform, improving real-time data access and collaboration. UAP Inc. now manages all transactions in one place, with secure document-level permissions. Reporting is faster and more accurate, supporting better decision-making. The platform’s intuitive interface and onboarding made adoption easy for all stakeholders.
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Cadence Education used DealRoom to manage M&A rollups and organize deal information. They replaced manual Excel trackers and multiple tools... with one platform. DealRoom improved security, document organization, and real-time task tracking. The team saved over 40 hours, reduced costs, and made meetings shorter and more productive. Users found onboarding easy and had no complaints about the platform.
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DealRoom helped Infoblox move from five scattered tools to one central M&A platform. The team eliminated manual spreadsheet updates and... saved hours each week. DealRoom gave everyone on the deal team full visibility and made collaboration easy. Infoblox accelerated deal cycles and improved reporting for board meetings. Executives and investors now have end-to-end transparency into every stage of the M&A process.
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Liberty Company Insurance Brokers used DealRoom to manage over 20 acquisitions each year. Before DealRoom, deal data was scattered and... hard to find. Executives lacked visibility and teams struggled to collaborate. With DealRoom, Liberty centralized all deal information and improved reporting. In the first year, they saved $200K by cutting software costs and reducing manual work. Communication and adoption improved across the company.
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DealRoom helped HALO, a Fortune 500 leader in branded merchandise, speed up their M&A diligence by 45%. HALO used DealRoom... to organize requests, reduce redundant work, and improve team communication. The platform made onboarding new team members faster and easier. HALO saved hours by eliminating spreadsheet and email chaos. Transparency and real-time updates improved reporting and morale.
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DealRoom helped VALTA Energy organize documents and speed up M&A processes. The company faced issues with coordination, document storage, and... collaboration across multiple lenders. DealRoom provided a single platform for project management, secure document storage, and access control. VALTA saw a 5x increase in project and financing capacity. They completed deals faster and improved relationships with partners.
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DealRoom helped Recycle Track Systems speed up their M&A diligence by 50%. RTS replaced Excel and Google Drive with DealRoom... for pipeline and document management. The team gained better accuracy, visibility, and control over the M&A process. DealRoom’s all-in-one platform reduced confusion and improved relationships with sellers. RTS now completes deals faster and feels more confident during M&A activities.
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