Consultants and joint ventures
Keep every stakeholder aligned while protecting your commercial role.
Partnership discussions, proposals and agreements in one room, with the consultant firmly in the process.
The scenario
A consultant brings a client together with a prospective partner for a joint venture. The value is in the relationship and the process design, both of which are easy to lose once the parties talk directly.
Where it goes wrong today
The usual channels weren't built for this.
Before a dedicated room, these are the failure points most transactions run into.
- The client and partner continue the conversation without you.
- Proposals circulate in inconsistent versions.
- Agreement status is unclear across several organisations.
- Nobody owns the action list.
How it runs in DealRoom
Four steps from introduction to a working room.
- 1
Frame the engagement
Create the room, reference and confidentiality terms.
- 2
Identify stakeholders
Client, Proposed Partner, Legal, Finance, Technical, Project.
- 3
Publish the proposal
Share materials with acknowledgement and version history.
- 4
Drive the actions
Agreements, reviews and next steps tracked in one place.
What's included
Built for this kind of transaction.
- Introductions
- Partnership discussions
- Shared proposals
- Agreements
- Action tracking
- Adviser oversight
Who's in the room
Each side gets a custom alias, a colour and a tag — never a phone number.
You set the aliases yourself and tag each participant by the side they sit on, so everyone can tell who is who at a glance while personal contact details stay with you.
Questions
Frequently asked
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.