Real-World Case Studies and Customer Success Stories with DealRoom

DealRoom helped Pax8 take control of their data and speed up their fundraising process. Before, Pax8 relied on attorneys to... manage data, causing delays and slow investor responses. With DealRoom, Pax8 gained full control over data, permissions, and investor pipeline management. Integration was 50% faster than before. Pax8 improved investor relationships and could track and rate investors easily. The platform made it simple to share reports and manage access.
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AppHub needed a better way to manage their M&A process. They had problems with other data room providers, like unexpected... costs, lost information, and slow onboarding. They chose DealRoom because it was easy to use and helped them organize all deal details in one place. The team quickly learned the platform and liked its clean dashboard and live updates. With DealRoom, AppHub saved over 5 hours a week, improved professionalism, and made their M&A process smoother and more efficient.
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SPS Commerce had trouble managing M&A deals using many different tools. This made it hard to find documents and slowed... down their work. They chose DealRoom to bring all their deal work into one place. DealRoom helped them talk to target companies in real time and keep track of all documents. SPS Commerce now saves two hours of admin work each week and has finished more than two deals using DealRoom. The team finds it easier to work together and make decisions during M&A.
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Jamf used Excel and many tools to manage M&A deals. This caused delays, lost opportunities, and poor tracking. They chose... DealRoom to put all deal data in one place and automate reports. DealRoom helped them standardize their process and improve visibility. As a result, Jamf cut deal time in half and managed over 20 deals worth more than $200 million. Their team now works faster and communicates better.
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Miro used many different tools to manage their M&A deals. This made their process slow and confusing. They chose DealRoom... to bring all their M&A work into one platform. DealRoom helped Miro save 35 hours per deal. Miro now completes all M&A activities in DealRoom and finds it easier to work with their team.
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DealRoom helped Duff & Phelps close deals 40% faster. The company faced issues with disjointed communication and data sharing during... M&A. DealRoom provided a secure virtual data room and project management tools. Teams spent less time on onboarding and tracking. Deal fatigue dropped and stakeholders got updates quickly. The platform improved transparency and focus for M&A success.
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Wipfli had trouble tracking tasks and documents for M&A deals. They used Excel and ShareFile, which made it hard to... find documents and caused duplicate work. DealRoom replaced these tools and made it easier to manage tasks and documents. The platform's security features helped control access for different teams. Wipfli saved over 20 hours per deal and improved project management and deal sourcing.
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Raincatcher is an M&A firm that had trouble managing data rooms and workflows using spreadsheets and email. They needed a... better way to organize documents, improve security, and speed up their deal process. They chose DealRoom after considering eight other platforms. DealRoom helped them centralize their work, improve security, and streamline communication. As a result, Raincatcher saw a 40% increase in team efficiency and achieved a 10x return on investment. Deals closed faster and with a higher success rate.
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DealRoom helped Flex move from old, unorganized M&A systems to a single, easy-to-use platform. Flex replaced four tools with DealRoom,... making due diligence and deal management faster and more organized. The team now spends less time on calls and emails and more time on important work. Flex can handle more deals at once, with 13 transactions in process using DealRoom. Real-time insights and better access control improved efficiency and teamwork.
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Emerson needed a better way to manage M&A deals. They were unhappy with high costs, hidden fees, and confusing platforms... from other data room providers. They chose DealRoom for its fair pricing and easy-to-use features. The team quickly adopted the platform with little training needed. Emerson now handles deals up to eleven figures using DealRoom. They saved a lot of money and improved their deal process.
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The AZEK Company needed a better way to manage their M&A deals. Their old system was slow and caused confusion.... They chose DealRoom for its easy-to-use platform and strong features. The team onboarded quickly and worked better together. They saved $93,000 a year by not needing an analyst. Deals closed faster, including one in just eight weeks, the fastest in their history.
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DealRoom helped US Heart and Vascular manage a 100% increase in transaction volume over two years. The company faced challenges... with fragmented diligence requests and slow deal velocity. Using DealRoom, they centralized over 140 diligence requests into one platform. This improved speed, organization, and reduced duplicate work. The team could filter requests, assign tasks, and protect sensitive data, making the M&A process faster and more efficient.
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DealRoom helped IVC Evidensia manage over 300 roll-up acquisitions per year. Before DealRoom, the team used spreadsheets, Dropbox, and email,... which caused data silos and miscommunication. DealRoom provided a single source of truth, automated tasks, and supported multiple languages. The platform's AI-powered contract analysis reduced manual review time. IVC Evidensia completed 36 deals in one month and managed deals across 12 regions using DealRoom.
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DealRoom helped Bayada end spreadsheet chaos in their M&A process. Bayada used DealRoom to manage their M&A pipeline, control diligence,... and support cultural integration. The platform's intuitive design and daily digests made onboarding easy and kept deals on track. Diligence was 50% faster with DealRoom. Bayada now has scalable, repeatable processes and more control over their growth strategy.
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DealRoom helped Recycle Track Systems finish diligence 50% faster. The team replaced Excel and Google Drive with DealRoom for M&A... pipeline and diligence management. They gained better accuracy, visibility, and control over documents. RTS now saves money and has fewer process steps. Clients and sellers respond more positively to the new workflow.
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DealRoom helped Easton Select Group manage six acquisitions in five months. The company used DealRoom to centralize diligence, improve transparency,... and align stakeholders. Easton Select Group faced challenges with disconnected systems and complex integrations. DealRoom provided a single hub for all deal data and communications. As a result, Easton Select Group closed six deals and reached $10M EBITDA quickly.
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DealRoom helped VALTA Energy organize all M&A documents in one place. The company faced issues with document tracking, coordination, and... data security. DealRoom's project management and database tools let them manage access, collaborate with lenders, and keep data secure. After using DealRoom, VALTA increased project and financing capacity by 5x and closed deals faster. They improved time management, communication, and relationships during deals.
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Cadence Education used Excel trackers and many tools for M&A work. This made things slow and confusing as they grew.... They switched to DealRoom to keep all deal information in one place and improve security. DealRoom helped them organize documents, track tasks, and work better with outside teams. They saved over 40 hours of time, had easier meetings, and replaced many tools with just one. Everyone found the new system easy to use and liked the change.
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DealRoom helped Infoblox move from five separate tools to one central M&A platform. The team saved up to 50% of... admin time by centralizing pipeline and deal management. Leadership gained better visibility and team efficiency improved. DealRoom made it easy for all deal team members to handle Q&A in one place. Infoblox reduced manual errors and increased confidence in their deal data.
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Liberty Company Insurance Brokers managed 20-25 acquisitions each year. Their deal data was scattered, making it hard to track and... slowing down work. They chose DealRoom to bring all deal information into one place. DealRoom helped them organize each stage of their M&A process and made it easier for teams to work together. In the first year, they saved $200,000 by using DealRoom and cutting down on other tools and wasted time.
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DealRoom helped Momentum, a large nonprofit, save 75% of their time during due diligence for a merger. The DealRoom due... diligence template gave them a clear process and strong data security. Momentum avoided spreadsheets and used reporting tools to update their board. The platform reduced stress and made the merger process easier for their team.
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DealRoom helped HALO finish diligence 45% faster. HALO used DealRoom to organize requests, link files, and track progress. The platform... made onboarding easy and improved transparency. HALO saved hours by not using spreadsheets and email threads. Project management tools cut wasted time and improved communication. DealRoom gave HALO full control over their M&A process.
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DealRoom helped Peanut Butter Loan Assistance save over 20 hours on diligence tasks. The platform improved data security and investor... management. Permission controls made selective disclosure easier. Branded reports supported their marketing standards. Peanut Butter built a stronger reputation with DealRoom's project management and reporting tools.
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UAP Inc. is a large auto parts distributor in Canada. They managed many M&A deals each year but used Excel... spreadsheets, which made reporting slow and hard to manage. This caused problems with sharing information, data security, and working with others. UAP Inc. chose DealRoom to help track deals, report data, and improve security. With DealRoom, they managed over 20 deals a year and saved more than 10 hours of manual work each week.
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DealRoom helped Pinion improve M&A due diligence. Pinion faced disorganized data, security risks, and poor team communication. DealRoom's secure data... room and project management tools solved these issues. Pinion used custom folder permissions to protect sensitive HR and IT data. The team closed a deal in 60 days after adopting DealRoom. Communication and onboarding became faster and smoother.
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DealRoom helped Emerson manage a growing M&A pipeline. Emerson faced deal fatigue and wasted hours on spreadsheets and emails. DealRoom's... platform gave them real-time updates, secure data, and clear communication. Emerson completed 11-figure deals using one platform. The team now spends less time on trackers and more on strategy.
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DealRoom helped Qualfon manage 75-100 M&A deal targets each year. The platform replaced slow legacy tools and Excel, giving one... source of truth for all deal data. Qualfon cut time spent on reporting and analytics. The team improved pipeline visibility and collaboration. Over half of Qualfon's revenue now comes from acquisitions managed in DealRoom.
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DealRoom helped Paylocity modernize their M&A diligence management. Paylocity faced slow, manual processes and too many communication channels. They chose... DealRoom for its integrated request list, data room, and easy onboarding. With DealRoom, Paylocity automated tasks, improved project management, and reduced emails and meetings. Integrations finished 4 months faster. Paylocity completed three successful deals and plans to renew their contract.
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DealRoom helped Paylocity stop using Excel trackers for due diligence. Before DealRoom, Paylocity had problems with confusing spreadsheets, lost data,... and long work hours. DealRoom gave them secure storage, easy task assignment, and templates that saved time. Paylocity finished integrations 4 months faster. They saved 3 to 4 hours a day during diligence. Time spent in Excel dropped by 50%.
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Farmers Business Network needed to improve their M&A process. Their old way used emails, spreadsheets, and many tools, which caused... confusion and delays. They chose DealRoom to organize all M&A work in one place. DealRoom helped them work faster, keep documents together, and manage more deals at once. Now, they can handle 12-15 deals at the same time and save time and money. Their team communicates better and finishes deals more quickly.
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