# Page 7 | DealRoom Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 7 - Is DealRoom the right Project Management solution for you? Explore 247 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/228207/DealRoom/reviews --- DealRoom 4.6 (247) [View alternatives](https://www.capterra.com/p/228207/DealRoom/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 7 - Reviews of DealRoom ## Showing most helpful reviews Showing 151-175 of 247 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JS John S. Attorney Law Practice Used the software for: Less than 6 months ### "DealRoom Review" December 18, 2018 4.0 Pros It has a better selection to review documents. Cons The format of the software is confusing and does not clearly indicate my most important items (how to download an index, etc.). Review Source Response from DealRoom December 28, 2018 Thanks for the review John! The help tab would be a good reference on how to download an index and other questions you have. Otherwise always feel free to chat our support team through the site! Thanks for the feedback! QS Quinton S. Credit Analyst II Banking Used the software for: Less than 6 months ### "DealRoom" February 18, 2021 5.0 Nice having shared area for important confidential documents. I like email notifications when a new document has been uploaded or edited. Pros Easy access and organization of documents. Organization of deals. Cons Nothing. Every thing offing is similar to other deal sights. Layout is nice and doesn't feel antiquated. Review Source Response from DealRoom February 23, 2021 Thanks for the feedback Quinton! Glad the platform was easy to use and UI is up to date. Hope to work with you on future transactions! KL Kelly L. Consultant Financial Services Used the software for: 6-12 months ### "Goof product" March 2, 2021 5.0 Over, I thought the product fulfilled our needs Pros Dealroom helps us access the right documents at the right time for our deals. Cons Dealroom could make the registration process easier. It took too long to onboard my team. Review Source Response from DealRoom March 9, 2021 Thanks for the review Kelly! Glad the platform was easy to use. If you have feedback about making registration easier, please feel free to contact support@dealroom.net and would be happy to discuss! Thanks again for the feedback! GP Greg P. CEO Venture Capital & Private Equity Used the software for: Less than 6 months ### "DealRoom Review" August 13, 2018 5.0 The overall experience has been very positive for what we use it for. We are able to smoothly work with partners around the City and country in real time. Pros The software is easy to use, especially in its ability to upload and download new documents and provide new users access. Cons The software can be a little rigid in terms of structuring your platform for your documents. Review Source Response from DealRoom November 6, 2018 Thanks for the feedback Greg and glad the software has been easy to use! Our goal is to help work better and more efficiently in real time so glad to hear you've had a positive experience! Thanks again! JS Joseph S. Accounting Manager Medical Practice Used the software for: Less than 6 months ### "COUG Project PUMA" October 16, 2018 5.0 Using your system to support a deal. For what I am doing (uploading data files), it works great! Pros I have been using the product to upload data files. The system is very intuitive to use. Files upload directly from our directory with no problems. Cons After files upload, they just drop out of the folder where I park them. It could be helpful to know when my files get transferred to some other storage space in your system. Just in case someone here asks about when I uploaded a file. Review Source Response from DealRoom November 6, 2018 Thanks for the feedback Joseph and glad the platform has been easy to upload to and intuitive for you. It might be helpful to use the Recent Files filter on the documents tab or happy to discuss more if you would like to contact us directly! Thanks again for the review! TE Tim E. Sr. Director Financial Services Used the software for: Less than 6 months ### "DealRoom review" December 14, 2018 5.0 Pros It is very easy to understand. For what I use it for it has been easy to keep up with everything I need. Cons No real complaints about it. Our use is document review and it's been great. Review Source Response from DealRoom December 27, 2018 Thanks for taking time to write a review Tim! Glad to hear you've had a good experience so far, feel free to get in touch if there's anything else we can help with. Thanks again! BT Brittany T. Analyst Hospital & Health Care Used the software for: Less than 6 months ### "Limited Functionality" March 12, 2019 3.0 Pros This software meets the basics: a platform for housing files throughout the due diligence process Cons Clunky design, slow processing capabilities, lack of security- accounts stayed logged in for days even after exiting the site Review Source Response from DealRoom March 15, 2019 Thanks for the feedback Brittany! Glad you were able to use our platform for this process but I'm sorry to hear your experience with our design and capabilities did not meet your standard. We are always looking for ways to improve user experience. Would be happy to discuss more with you if you'd like to email support@dealroom.net. Honest feedback helps us improve VR Verified Reviewer Senior Associate Used the software for: Less than 6 months ### "Good UI/UX. Not overly complicated" April 23, 2018 4.0 Pros Simple to use without needing a walkthrough. Good features & functionality if you need them. Was easy to download documents without making the process too cumbersome. Did not need to download additional software which was great. Cons Haven't had any negative experiences to date. I never heard of Dealroom previously, but seems to work well Review Source Response from DealRoom July 31, 2018 Thanks for the feedback! Great to hear you were happy with the interface and were able to easily download! Thanks again JF John F. Purchasing Manager Automotive Used the software for: Less than 6 months ### "Ease of use" August 2, 2018 4.0 Overall the program is quite beneficial. Pros Very easy to load documents and keep projects organized so everyone can review Cons changing and updating status could use some tweaking. Review Source Response from DealRoom August 6, 2018 Thanks John! Glad uploading documents was easy and you found the platform beneficial. We are always looking on ways to improve the functionality so your feedback is very helpful. Thanks again! HF Hunter F. Investment Banking Analyst Investment Banking Used the software for: 6-12 months ### "Investment Banking Analyst" August 3, 2018 5.0 Love it - go to VDR Pros Ease of use - better than any other VDR I have used due to project management capability Cons NA - I truly am impressed by this VDR platform Review Source Response from DealRoom August 6, 2018 Thanks Hunter! Glad you found the project management capability helpful and great to hear it's your go to. Always feel free to get in touch with our team if you need anything and appreciate the feedback! LT Laura T. Manager Management Consulting Used the software for: Less than 6 months ### "Good" December 14, 2018 5.0 Pros Nice user interface, Easy to log in and navigate among all folders Cons Not able to easily filter by date and add more emails for the notification Review Source Response from DealRoom December 27, 2018 Thanks for the review Laura! Glad to hear the interface was easy to navigate. Our filter by date is under the recent files tab and appreciate the feedback on that! Hope to work with you on another project soon VR Verified Reviewer VP Operations Financial Services Used the software for: Less than 6 months ### "Excellent communication between their team and ours" April 17, 2018 5.0 Pros It was thoughtfully designed. All challenges capital exchanges typically experience was addressed and accounted for. Cons The price is prohibitive for daily operations and ongoing use for smaller companies that service and source capital for smaller transactions. If there were a monthly subscription fee or a tiered pricing structure for varying degrees of time and features then this might be more feasible. Review Source WG Warren G. Managing Director Investment Banking Used the software for: Less than 6 months ### "Easy to Use, and Great Value" December 14, 2018 5.0 Very satisfied with how quickly we were able to set up a data room for our transactions. It has the functionality we need for the M&A deals that we do. Pros Very easy to use - our data vault was up and running quickly. The counterparties find it easy to use, too. And the pricing is reasonable. Cons Need more FAQs or directions for use so that we don't need to contact customer support so much during the set-up. It is just a matter of needing a roadmap to using some of the features. Review Source Response from DealRoom December 28, 2018 Thanks for the review Warren! Glad to hear you and your counterparties have had a good experience. More FAQ's and training guides/videos is something we are working on for 2019, appreciate that feedback. Thanks again for the nice comments! LZ Lina Z. Investment banking analyst Investment Banking Used the software for: Less than 6 months ### "Great platform" February 23, 2021 5.0 Pros Really great at organizing great amounts of info and indexing documents so collaborators can easily work together Cons Nothing in particular is unlivable but more organization features would be interesting Review Source Response from DealRoom March 9, 2021 Thanks for the kind feedback Lina! Glad to hear you the platform was easy to use with all parties involved. Appreciate you taking time to leave a review! DF David F. Controller/CFO Building Materials Used the software for: Less than 6 months ### "DealRoom - M&A Review" December 18, 2018 5.0 For due diligence data colection, DealRoom is an excellent platform. Pros Extremely easy to upload and organize files, delegate grants of authority and monitor access. Cons I did not have any negative experiences. Review Source Response from DealRoom December 28, 2018 Thanks for the review David! Glad to hear you had a positive experience with the platform! Appreciate the great feedback! DB Dave B. VP - Risk Officer Insurance Used the software for: 6-12 months ### "The software was not intuitive but it got the job done." April 17, 2018 3.0 Pros Sign up and access control worked well. Very few issues with system compatibility. I didn't hear about any other issues. Cons Hard to find things. The drill down features didn't always take me where I expected. There seemed to be limited configuration on email preferences. Review Source CE Chuck E. CEO Information Technology and Services Used the software for: Less than 6 months ### "Works" September 27, 2021 5.0 Good way to organize data and provide customized access to documents. Pros Easy to use and upload data. Nothing else to say. Cons Nothing Review Source Response from DealRoom September 28, 2021 Thank you for the review, Chuck! We are happy to hear you've had a positive experience! JA Jordan A. PwC Accounting Used the software for: Less than 6 months ### "DealRoom Review" September 21, 2021 5.0 Pros User friendly and ease of use for those at the analyst level. Quickly finding documents. Cons Downloading large data folders can be difficult. Review Source Response from DealRoom September 22, 2021 Thanks for the review Jordan and glad the platform was easy to use! For large downloads I would recommend choosing the option to truncate the file names. We are always looking to improve download speed so appreciate the feedback! TM Tricia M. Human Resource Generalist Human Resources Used the software for: Less than 6 months ### "DealRoom helps out during Acquisitions " February 11, 2019 4.0 this was the first time using acquisition software, but it was easy to use. Pros It was easy to use and and upload documents. Cons I download an excel spreadsheet from the deal room and it was in a protected mode and I was not able to export into excel so that I could modify. Review Source Response from DealRoom March 14, 2019 Thanks Tricia! Glad you found the interface easy to use on your first time with the platform. The excel you downloaded may have been an encrypted file on original upload to the room. Appreciate you taking time to give feedback! CI Christopher I. Senior Associate Investment Banking Used the software for: Less than 6 months ### "Reviw of Deal Room" December 18, 2018 3.0 Pros Easy to use and create folders and upload documents Cons Bulk download option can be complicated to use and hard to customize without selecting top folder. Review Source Response from DealRoom December 28, 2018 Thanks for the review Christopher! Glad to hear you had a positive experience. Thanks again! RC Rachel C. Director Financial Services Used the software for: 6-12 months ### "User Friendly. " December 14, 2018 5.0 Pros It is very intuitive and user friendly. Cons There is really nothing that I can think of at this time. Review Source Response from DealRoom December 27, 2018 Thanks for the feedback Rachel! Glad to hear our platform has been easy to use, let us know if there's anything else we can do to help with the best experience! AC Alessandra C. EMEA REGIONAL CONTROLLER Information Technology and Services Used the software for: I used a free trial ### "Easy to use" February 19, 2021 5.0 very good Pros Easy to use, no need of training, intuitive Cons the attachments are split in folders, and it is not possible to have them all in the same space, so the research of doc can take time Review Source Response from DealRoom February 23, 2021 Thanks for the kind review Alessandra! glad to hear the platform was easy to use and intuitive. Appreciate you taking time to provide us feedback! GL George L. Director of Business Development Capital Markets Used the software for: Less than 6 months ### "Due diligence" November 5, 2019 5.0 I am using deal room as a depository of due diligence information on deals I am researching. Pros Ease of use. Other due diligence depositories hare much more cumbersome to access. Cons I have nothing negative about Deal room. I find gaining access to the information easy and complete. Review Source Response from DealRoom November 14, 2019 Thanks for the 5 star review George! Glad it was easy to use especially compared to other platforms you've come across. We appreciate the positive feedback! DH Deanna H. Cfo Aviation & Aerospace Used the software for: Less than 6 months ### "Single Project Use" September 18, 2020 5.0 Awesome Pros The ability to track progress, how easy it is to download all files and lists in the same organization structure. Cons Little clunky on sorting abilities and adding files Review Source Response from DealRoom September 23, 2020 Appreciated the feedback Deanna! Glad you had a good experience with the platform and were able to track progress. Thanks again for taking time to leave a review! JA Jeff A. FP&A Manager Oil & Energy Used the software for: Less than 6 months ### "DealRoom for M&A" November 5, 2019 5.0 Used for M&A activity and document/data sharing. Functional, efficient with easy navigation. Uploading and downloading of files is easy. Pros Layout of the site and ease in finding documents. Well organized. Cons No real issues with the software. Documents were typically easy to find. Search function was adequate. Review Source Response from DealRoom November 15, 2019 Thanks for the review Jeff! Happy to hear the platform was easy to use. Appreciate the 10/10 recommendation, thank you! Similar Products Featured ## Related categories [Virtual Data Room](https://www.capterra.com/virtual-data-room-software/)[Project Management](https://www.capterra.com/project-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.