Getting Started Guide
From zero to your first live deal in under an hour. Here's exactly what to do, step by step.
Everything you need to go from new account to a live, buyer-ready deal.
Sign up with Google, LinkedIn, or email. Pick the Free plan to start — you can upgrade anytime.
Sign Up FreeName your organization and invite team members (or skip this if you're a solo advisor or selling FSBO).
Click "Create Deal" from your dashboard. Enter the business name, industry, location, revenue range, and asking price. Write a headline and teaser description — this becomes your Opportunity Brief.
Add sections for the business overview, financials, operations, growth opportunities, and team. This is the full story buyers see after verification. Use markdown for formatting.
Preview your deal as a buyer would see it. Check the Opportunity Brief, verification flow, and Deal Book. When it looks right, set the deal to active.
Your deal is live. Now start moving buyers through the process.
Add buyer contacts and DealRoom emails each one a personal invite link. Every view and signature traces back to a specific buyer — no forwarded PDFs.
As buyers open the Opportunity Brief and sign the NDA online, you'll see their progress in real time. You'll get notified the moment a buyer first opens the Deal Book.
Check your dashboard for activity timelines and progression data. See who read the Deal Book, who's still on the brief, and who went quiet.
You can see which buyers are engaged and which have stalled. Spend your follow-up time on the ones actually reading the Deal Book.
Whether you're coming from email + Dropbox or a CRM — here's how to bring everything into DealRoom.
If you have an existing buyer list in a spreadsheet or CRM, you can add them as contacts in DealRoom. Each contact gets a personal invite link and starts at the Opportunity Brief.
If you have an existing teaser or CIM, use that content to populate the Opportunity Brief and Deal Book on DealRoom.
For deals that are already underway, you can set up the deal on DealRoom and fast-track existing buyers to their current stage.
Under an hour for a complete deal with the Opportunity Brief, Buyer Verification, and Deal Book. You can publish a simple deal in 15 minutes and add detail over time.
You can add contacts individually from the Buyers tab. For large lists, reach out and we can help with bulk import. Each added contact gets invited into the structured deal progression.
Use the manual verification override in the Buyers tab. Click 'Verify' on any buyer to skip the digital verification step and advance them to Deal Book access immediately.
The Free plan includes 1 active deal. Starter supports up to 3 concurrent deals, and Business supports up to 40. You can upgrade at any time.
No. Buyers open the Deal Book from their personal invite link — no account needed. Every page is watermarked with the viewer's identity, and you see exactly which sections they read.
Share the deal link directly (each deal gets a unique URL like dealroom.so/d/your-business-name), or add buyer email addresses and DealRoom sends them an invitation. Buyers can also discover your deal through the Browse Opportunities page if you enable public discovery.
For Buyers
DealRoom is free for buyers. Browse vetted opportunities from advisory firms, complete Buyer Verification, access Deal Books, and manage your acquisition pipeline -- all in one place.
Trusted by M&A advisors
DealRoom replaces scattered email chains, shared folders, and manual follow-ups with one structured system advisors actually use.
3
Structured deal stages
100%
Buyer engagement visibility
<1 hr
First deal setup time
The Free plan includes one full deal with all three stages. No credit card required.