M&A advisers and deal introducers
One controlled transaction space from first introduction to due diligence.
Counterparties, legal teams and financial advisers in a single room, each with the permissions their role requires.
The scenario
A corporate-finance team coordinates a buy-side and sell-side process across several professional advisers, where confidentiality and a defensible record matter as much as speed.
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.
- Advisers duplicate the same question across three separate email chains.
- Version control breaks down during due diligence.
- Signature status lives in someone's inbox rather than the transaction record.
- Sensitive material is forwarded outside the intended group.
How it runs in DealRoom
Four steps from introduction to a working room.
- 1
Configure the mandate
Set the transaction reference, classification and retention notice.
- 2
Structure the sides
Buy-side, sell-side, legal, accounting and lending parties.
- 3
Stage disclosure
Release document folders as each agreement and check completes.
- 4
Evidence the process
Keep messages, approvals and actions on one audit-ready trail.
What's included
Built for this kind of transaction.
- Structured communication
- Due-diligence documents
- Agreement status
- Required actions
- Audit trail
- Multiple professional advisers
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.