Unraveling Dealroom Software

In merger and acquisition processes the success of a merger is largely dependent on how well post-merger integration is executed. The right project management tools can drastically reduce M&A timelines, improve productivity and help companies get the most value from the acquisition.

A project management tool that incorporates M&A features and a virtual dataroom (VDR) which can help to speed collaboration and speed due-diligence. The solution provides secure document exchange with multiple stakeholders and can support a variety M&A workflows.

The application comes with an easy drag-and-drop upload feature that lets users to import documents and folders in bulk. The platform lets users define permission settings that restrict viewing editing, downloading and viewing access. Its security measures include two-factor authentication, password policies and audit logs for improved compliance with regulations. It also has an app that can be used on mobile devices for anywhere, anytime access.

Users can track the progress of diligence requests through an at-a-glance dashboard. They can also make custom labels and create reminders for late requests. The tool can help them track at-risk, high risk and high priority requests my link to ensure due diligence. The tool’s features for collaboration include a team calendar, the ability to share tasks, files and meetings with external partners, and a shared internal calendar. Furthermore, it includes a chat function to facilitate communication with counterparties, and provides an integrated repository for all diligence-related information. The solution is suitable to small and medium-sized enterprises in any industry that has M&A deals.