Controlled communication for private deals
Bring both sides into the conversation — without giving away the relationship.
DealRoom gives brokers, advisers and dealmakers one secure place to communicate, share documents and sign agreements without exposing participants' telephone numbers, email addresses or private user IDs.
Free for invited participants. DealRoom Pro for room creators. Built for iOS and Android.
- No participant DMs
- Room-specific aliases
- NDA-gated access
- Controlled documents
- BUYERBuyer 01
- SELLERSeller 01
- LEGALLegal 01
- ADMINDeal Administrator
The problem
The introduction should move the deal forward — not remove you from it.
Brokers and introducers face an awkward choice. Keep the parties apart and slow the transaction down, or place them in a consumer group chat and immediately expose their contact details. Once that information is visible, private conversations can begin beyond your oversight — sometimes before the commercial terms, NDA or non-circumvention protections are fully in place.
- 01
How do both sides speak openly without seeing one another's private details?
- 02
What happens to your position once a group chat becomes a contact list?
- 03
Why use a consumer messenger for a confidential commercial introduction?
You created the opportunity. DealRoom helps you keep the communication controlled.
The controlled introduction layer
One room. Every party. You stay in control.
DealRoom gives each participant a room-specific alias, a clearly labelled side and only the permissions they need. Everyone can contribute to the shared transaction conversation, but no one receives a built-in route to message another participant privately.
Private by design
Participants see aliases and party labels — not telephone numbers, email addresses or permanent account IDs.
Open group communication
Every authorised participant can contribute to the same room, with administrator oversight.
Agreement-gated access
Require an NDA or other configured agreement before confidential room access is unlocked.
One transaction record
Keep messages, documents, actions and approvals connected to the same deal.
How it works
From introduction to completion in four controlled steps.
- 1
Create the DealRoom
A Pro user creates the private room, transaction reference and access rules.
- 2
Define each side
Create parties such as Buyer, Seller, Legal, Adviser or Lender, with clear labels and colours.
- 3
Invite and protect
Assign aliases, send secure invitations and require an NDA, identity check or administrator approval before entry.
- 4
Talk, share, sign and close
Run the conversation, documents, actions and agreement workflow in one controlled environment.
Controlled communication
Let everyone speak. Remove the private side channel.
DealRoom is built around room-only communication. Participants can ask questions, respond, share updates and follow the transaction without being able to open a private message to another room member.
- Administrator oversight
- Party and alias shown on every message
- Pinned administrator announcements
- Reply-to-message context
- Contact-detail screening
- Privacy-preserving notifications
- Searchable room history
- Auditable moderation activity
The conversation stays visible to the room. Private contact details stay private.
Secure document vault
Stop chasing attachments across inboxes and group chats.
Give every authorised party access to the current version of the documents they are permitted to see — without mixing confidential files into uncontrolled email chains.
- Private document vault
- Folders and categories
- Side-level and participant-level visibility
- Upload and download permissions
- Version history
- Document requests
- Review acknowledgements
- Administrator approval
- Watermarking capability
- View and download audit trail
Financial Information.pdf
Visible to
- Buyer
- Buyer Legal
- Deal Administrator
Not visible to
- Unauthorised parties
Sign and progress
Put the protections and next steps before the confidential access.
Require participants to review and sign an NDA, MNDA, NCNDA or other configured agreement before entering sensitive areas of the transaction. Then keep every required action visible and accountable.
- NDA access gates
- Embedded electronic-signature workflow
- Signature-status tracking
- Executed agreement storage
- Document review actions
- Proof-of-funds requests
- Due dates and reminders
- Transaction progress
- Completion records
Example action status
- Sign NDAComplete
- Review Project OverviewIn progress
- Upload Proof of FundsNot started
- Confirm Financial InformationNot started
Electronic-signature requirements and legal effect vary by jurisdiction. Users should obtain appropriate legal advice for their transaction.
Why DealRoom
Not another group chat. Not just another document repository.
| Capability | Typical consumer messaging | Typical document-first data room | DealRoom |
|---|---|---|---|
| Real-time shared discussion | Yes | Varies by provider | Yes |
| Private contact details hidden | No | Varies by provider | Yes |
| No participant-to-participant DMs | No | Varies by provider | Yes |
| Room-specific aliases | No | Varies by provider | Yes |
| Colour-coded parties | No | Varies by provider | Yes |
| NDA-gated access | No | Varies by provider | Yes |
| Controlled documents | No | Yes | Yes |
| Required actions | No | Varies by provider | Yes |
| Administrator oversight | Varies by provider | Varies by provider | Yes |
| One connected audit trail | No | Varies by provider | Yes |
| Built for intermediary-led introductions | No | No | Yes |
Real-time shared discussion
- Typical consumer messaging
- Yes
- Typical document-first data room
- Varies by provider
- DealRoom
- Yes
Private contact details hidden
- Typical consumer messaging
- No
- Typical document-first data room
- Varies by provider
- DealRoom
- Yes
No participant-to-participant DMs
- Typical consumer messaging
- No
- Typical document-first data room
- Varies by provider
- DealRoom
- Yes
Room-specific aliases
- Typical consumer messaging
- No
- Typical document-first data room
- Varies by provider
- DealRoom
- Yes
Colour-coded parties
- Typical consumer messaging
- No
- Typical document-first data room
- Varies by provider
- DealRoom
- Yes
NDA-gated access
- Typical consumer messaging
- No
- Typical document-first data room
- Varies by provider
- DealRoom
- Yes
Controlled documents
- Typical consumer messaging
- No
- Typical document-first data room
- Yes
- DealRoom
- Yes
Required actions
- Typical consumer messaging
- No
- Typical document-first data room
- Varies by provider
- DealRoom
- Yes
Administrator oversight
- Typical consumer messaging
- Varies by provider
- Typical document-first data room
- Varies by provider
- DealRoom
- Yes
One connected audit trail
- Typical consumer messaging
- No
- Typical document-first data room
- Varies by provider
- DealRoom
- Yes
Built for intermediary-led introductions
- Typical consumer messaging
- No
- Typical document-first data room
- No
- DealRoom
- Yes
Features of third-party messaging and data-room products vary. This comparison describes typical product categories rather than every provider.
Built for dealmakers
Built for anyone whose value is in the introduction, process or trust.
Business brokers
Let buyers, sellers and advisers communicate without turning the introduction into an exchange of personal contact details.
- BUYERBuyer 01
- BUYERBuyer 01
- VENDORVendor 01
- CANDIDATECandidate 01
Protect your position
What is one lost introduction worth to your business?
When your revenue depends on a finder's fee, commission or advisory mandate, exposing both parties' direct details can create a commercial risk far greater than the cost of using the right transaction infrastructure.
DealRoom cannot replace a properly drafted non-circumvention agreement. It can remove obvious in-app pathways that make going around the intermediary easier.
Built from a real need
Created because the existing options forced the wrong compromise.
“I originally needed a way for two parties to speak openly in the same group, while I remained involved as the broker. A normal messaging group exposed their telephone numbers and gave them an immediate route to communicate directly before the deal and its protections were signed. Keeping them apart slowed the process, but introducing them through consumer messaging weakened my position. DealRoom was created to solve that exact problem.”
The result is a purpose-built transaction environment that combines controlled communication, documents, agreements and actions without exposing participant contact details.
DealRoom
Talk. Share. Sign. Close.
Controlled communication for private deals.
The business outcome
More control for the administrator. A better experience for every participant.
Protect the introduction
Reduce obvious opportunities for parties to move around the intermediary before the agreed process is in place.
Move the transaction faster
Give every authorised party one shared place to ask questions and receive updates.
Reduce fragmented communication
Replace scattered email chains, attachments and consumer chats with a connected transaction record.
Clarify every side
Use visible aliases, roles and colours so participants understand who is speaking without knowing their private identity.
Keep documents organised
Control who can view, upload or download each file.
Create accountability
Track agreements, actions, reviews and administrator decisions.
Simple access
Free to participate. Pro to lead the transaction.
Participant
Free at launch
For anyone invited into a room by an administrator.
- Download the app
- Create a private app account
- Receive invitations
- Join authorised DealRooms
- Take part in group communication
- View permitted documents
- Sign required agreements
- Complete assigned actions
- Receive notifications
DealRoom Pro
Subscription pricing announced before launch
For the broker, adviser or administrator running the transaction.
- Create DealRooms
- Define parties and colours
- Assign aliases
- Invite participants
- Configure access gates
- Manage documents
- Request agreements and actions
- Moderate communication
- Access audit records
- Close and archive rooms
Business
Talk to us
A future or tailored plan for firms running several transactions.
- Multiple administrators
- Team management
- Custom branding
- Advanced retention
- Organisation controls
- Priority onboarding
- Future SSO or enterprise features
Planned capabilities. Speak to us about availability.
Request a demoSecurity with oversight
Confidential communication should be controlled, not confusing.
Administrator oversight is built into DealRoom by design. The room administrator — the party who created the transaction environment — can review communications and documents for moderation, audit and compliance, keeping every authorised party accountable inside the room rather than relying on unmonitored side conversations. DealRoom is controlled confidentiality with one accountable administrator, not participant-only end-to-end encryption.
- Designed for encrypted network transport
- Designed for encrypted message and document storage
- Granular room permissions
- Private participant identity mapping
- Administrator oversight
- Controlled document access
- Audit-ready activity records
- Privacy-preserving notifications
- No public participant directory
- No in-app participant-to-participant direct messaging
Questions
Frequently asked questions
DealRoom provides communication and transaction-workflow technology. It does not replace properly drafted legal agreements or professional legal advice, and no platform can guarantee that parties will never communicate outside it.
Open the conversation. Keep control of the introduction.
Bring every authorised party into one professional transaction environment without exposing private contact details or creating hidden in-app side channels.
Submitting this form does not create a DealRoom account. Accounts are created securely inside the mobile app.