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DealRoom M&A Platform from DealRoom
A project management-focused M&A platform that helps corporate treasury teams manage due diligence, track requests, organize documents, and collaborate securely while providing integration planning tools and analytics to measure deal progress.
Product analysis by function
Market Intelligence Platforms for Due Diligence
Research tools providing data on market size, growth trends, competitive landscapes, and industry dynamics to validate startup market claims.
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Data Coverage
(2 Yes /2 Known /13 Possible features)
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Industry Breadth Number of industries and sectors covered by the platform. |
No information available | |
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Geographic Reach Number of countries or regions with available data. |
No information available | |
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Historical Data Depth Number of years for which historical data is available. |
No information available | |
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Segment Granularity Level of sub-sector or microvertical breakdowns provided. |
No information available | |
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Coverage of Private Markets Whether the platform includes private company and deal data. |
DealRoom focuses on M&A and therefore does support private company deals and data. | |
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Alternative Data Sources Integration and coverage of alternative or non-traditional data sources. |
No information available | |
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Real-time Data Availability Availability of real-time or near-real-time market information. |
No information available | |
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News and Media Monitoring Includes monitoring and analysis of relevant news and media signals. |
No information available | |
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Patent/Technology Data Coverage Availability of patent, IP, and technology landscape data. |
No information available | |
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Market Size Metrics Number of unique market size estimates provided per industry/segment. |
No information available | |
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Growth Rate Estimates Number of unique growth rate estimates provided per industry/segment. |
No information available | |
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Company Universe Total number of companies tracked on the platform. |
No information available | |
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Custom Data Uploads Ability to upload and integrate proprietary or custom datasets. |
DealRoom allows uploading and integrating custom/proprietary due diligence documentation. |
Competitive Landscape Analysis
(6 Yes /6 Known /12 Possible features)
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Market Share Estimates Availability of market share breakdowns for key players. |
No information available | |
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Competitor Mapping Visualization and clustering of competitors in terms of business model, stage, and size. |
DealRoom supports mapping and visualizing stakeholders and teams for collaboration. | |
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Funding and Investment Tracking Coverage of competitors’ funding rounds and investors. |
Funding/investment tracking is core to M&A, which DealRoom facilitates as part of its analytics and pipeline tracking. | |
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Product Comparison Tools Ability to compare product features, pricing, or go-to-market strategies between companies. |
No information available | |
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Player Number Limit Maximum number of players that can be analyzed simultaneously. |
No information available | |
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SWOT Analysis Automation Automated generation of SWOT (strengths, weaknesses, opportunities, threats) reports for selected competitors. |
No information available | |
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Partnership & Ecosystem Mapping Mapping of competitor partner networks and ecosystems. |
Partnership and ecosystem mapping is available via DealRoom ecosystem/mapping features for mergers and integrations. | |
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Acquisition & Exit Tracking Tracks M&A and exit activity among competitor set. |
DealRoom tracks acquisition and exit activity as part of the deal flow and analytics features. | |
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Headcount and Team Analysis Provides breakdowns of competitor company sizes and organizational structures. |
No information available | |
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Custom Peer Set Creation Allows users to define and save custom lists of competitor companies for repeated analysis. |
DealRoom allows defining peer sets and teams for specific deals and workflows. | |
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Geographic Competitor Segmentation Ability to segment and view competition by region or country. |
Users can segment data and manage access by region, letting teams work on deals across geographies. | |
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Digital Presence Analytics Measures online visibility, social presence, and web traffic for competitors. |
No information available |
Market Size & Trend Analysis
(1 Yes /1 Known /11 Possible features)
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TAM, SAM, SOM Calculation Tools Ability to calculate or estimate Total, Serviceable, and Obtainable Market automatically. |
No information available | |
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Growth Rate Projections Provision of forward projections on market growth (CAGR, YoY, etc.). |
No information available | |
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Market Segmentation Detailed segmentation of market size and growth by customer type, use case, or region. |
No information available | |
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Scenario Analysis Scenario-based projections and sensitivity analysis tools for evaluating market claims. |
No information available | |
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Data Source Citations Clear referencing of underlying sources for market size and trend data. |
No information available | |
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Custom Assumption Inputs Ability to input and adjust forecast model assumptions. |
No information available | |
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Exportable Charts Charts and graphs exportable for use in diligence reports. |
DealRoom offers exportable charts and reports for deal progress and analytics. | |
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Forecast Horizon Maximum number of years forward the platform projects out market data. |
No information available | |
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Market Driver Analysis Identification and scoring of key market growth drivers and inhibitors. |
No information available | |
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Thematic Trend Monitoring Monitoring of broader trends (e.g., regulatory, tech, macroeconomic) affecting market evolution. |
No information available | |
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Event Impact Modelling Ability to simulate impacts of major events (e.g., regulation changes, pandemics) on market projections. |
No information available |
Data Quality & Reliability
(4 Yes /4 Known /9 Possible features)
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Source Transparency Visibility into source provenance for each data point. |
No information available | |
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Data Refresh Frequency Frequency at which datasets are updated. |
No information available | |
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Audit Trail Ability to see historical changes and edits to datasets. |
Platform enables audit trails for document edits and request tracking. | |
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Source Diversification Coverage of multiple independent sources per datapoint. |
No information available | |
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Error Reporting Mechanism for reporting and tracking data errors or inconsistencies. |
Users can flag and report data errors via workflow and communication tools. | |
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AI/Human Verification Indication of whether data is AI-generated/augmented or human-verified. |
DealRoom provides distinction and verification of user actions (human); details about AI not clear. | |
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Confidence Scoring Assignment of confidence scores to market estimates. |
No information available | |
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Data Backfilling Ability to backfill missing or outdated data via platform tools. |
No information available | |
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Historical Data Revision Logs Logs of all corrections or revisions to previously presented data. |
Edit and revision logs are available as part of auditability. |
Search & Query Functionality
(5 Yes /5 Known /8 Possible features)
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Advanced Filtering Supports multi-parameter filtering (sector, region, funding, etc.). |
Advanced multi-factor search/filtering is a well-documented feature. | |
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Natural Language Search Allows users to input search queries in plain language. |
DealRoom supports simple search interfaces, sometimes with NLP capability. | |
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Saved Searches Ability to save queries for future use. |
Users can save search queries for quick future access. | |
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Boolean Logic Search Support for AND/OR/NOT logic in queries. |
Boolean logic (AND/OR/NOT) supported in request and document filtering. | |
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Cross-Platform Search Unified searching across all features/data types. |
No information available | |
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Custom Query Builder Interactive visual tools to build custom dataset queries. |
No information available | |
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Batch Download Download capability for results sets. |
Batch download of documents and reports is a supported feature. | |
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Search Speed Average time to return complex search query results. |
No information available |
Integration & Export Features
(4 Yes /4 Known /8 Possible features)
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API Access Availability of APIs for direct data integration. |
API access for document and data integration available as an add-on. | |
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CRM Integration Built-in connectors to popular CRM or dealflow tools. |
No information available | |
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Excel/CSV Export Direct export to spreadsheets for further analysis. |
Export to Excel/CSV for data and document tracking is present. | |
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Custom Report Generation On-demand creation of tailored diligence reports. |
Custom report generation for diligence is a promoted feature. | |
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Data Feed Subscriptions Ongoing or scheduled delivery of selected datasets via email or data feeds. |
No information available | |
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Third-party Analytics Integration Plug-ins or integration points for market analytics tools (e.g., Tableau, Power BI). |
No information available | |
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User-defined Templates Create reusable templates for exports or insights formats. |
DealRoom allows reusable templates for reports and requests. | |
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Export Speed Average time to generate and export requested reports/data. |
No information available |
User Experience & Interface
(6 Yes /6 Known /8 Possible features)
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Dashboard Customization Users can personalize dashboard layout and widgets. |
Users can customize dashboard layouts and widgets. | |
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Collaboration Tools Integrated notes, tagging, sharing, and workflow features. |
Collaboration tools (notes, tagging, sharing, workflow management) are core functions. | |
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Multi-user Access Support for team accounts with role-based permissions. |
Team and role-based multi-user access is supported. | |
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Mobile Access Availability of mobile app or responsive web interface. |
Responsive web interface allows mobile access; native mobile app not confirmed. | |
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UI Language Support Number of supported languages for the interface. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG). |
No information available | |
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User Onboarding & Tutorials Availability of in-platform training/guided tutorials. |
User onboarding/guided tutorials are available. | |
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Keyboard Shortcuts Efficiency support for power users via shortcuts. |
Keyboard shortcuts are promoted as a power user feature. |
Alerting & Monitoring
(6 Yes /6 Known /7 Possible features)
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Custom Alert Rules User-defined triggers for updates on chosen metrics/companies. |
Users can set up custom alerts for deal status and document changes. | |
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Daily/Weekly Digest Automated summary emails/reports on watched industries or companies. |
Automated digest on activity and updates is standard in deal project management. | |
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Event-driven Notifications Immediate alerts for events (funding, M&A, news, regulatory changes). |
Event-driven notifications for deal updates, requests, and deadlines. | |
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Activity Log Store and retrieve history of triggered alerts and actions. |
Activity logs available for user actions, notifications, and document flows. | |
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Threshold-based Watchlists Set watchlists that notify when specific thresholds are breached. |
Watchlists for key project deadlines and milestones are core. | |
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Report Automation Schedule and receive periodic automated industry/company reports. |
Automated periodic reporting of projects and deal stages. | |
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Alert Speed Average time for an event to trigger an alert. |
No information available |
Collaboration & Security
(8 Yes /8 Known /8 Possible features)
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Access Control Granular setting of permissions at data, project, and user levels. |
Role-based access control for projects, folders, and users. | |
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Audit Logs Comprehensive tracking of user actions for compliance. |
Tracks all user actions and data changes for compliance. | |
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Secure Data Storage Use of encrypted and compliant (e.g., SOC2, ISO27001) storage. |
Data stored on encrypted, compliant infrastructure (e.g., SOC2 claims on website). | |
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Single Sign-On (SSO) Enterprise-level authentication and identity management. |
Single Sign-On integration available for enterprise users. | |
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Two-Factor Authentication Enhanced login security via two-factor auth. |
Two-factor authentication is explicitly offered on the product website. | |
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Data Retention Controls Flexible retention/deletion policies for sensitive data. |
Retention/deletion controls for project and sensitive docs are accessible to admins. | |
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Collaborative Annotation Shareable notes, comments, and annotations on datasets. |
Shared notes, annotation and comment features are available for collaborative projects. | |
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Secure Sharing Controlled external sharing of reports or insights with time-limited links. |
Supports secure, permission-controlled external file/report sharing. |
Cost, Licensing & Support
(4 Yes /4 Known /9 Possible features)
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Transparent Pricing Clear display of product packages and fees. |
No information available | |
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Flexible Licensing Options for per-user, team, or enterprise licensing. |
Offers flexible licensing for individual, team, or company-level access. | |
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Free Trial or Demo Availability of a no-obligation trial or custom demo. |
Free trial and demo options are available. | |
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24/7 Support Availability Round-the-clock technical or product support. |
No information available | |
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Knowledge Base & Documentation Comprehensive support, onboarding and usage guides. |
Extensive online documentation and help resources are provided. | |
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Dedicated Customer Success Manager Assignment of a human specialist for onboarding and ongoing support. |
Dedicated customer success manager available for onboarding/support (per website claims). | |
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API Call Quota Maximum number of API calls per month. |
No information available | |
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Marketplace Integration Ability to subscribe and manage access through cloud marketplaces (e.g. AWS Marketplace). |
No information available | |
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Custom SLAs Negotiable service level agreements for uptime and support response. |
No information available |
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