DealRoom Software
DealRoom Software gives sellers, advisors, and deal teams a structured process for every acquisition — from a public Opportunity Brief through buyer verification, Deal Book sharing, and engagement tracking. Every capability is designed to support SBA-ready deal flow, not generic document storage.
Every feature follows the deal — from first buyer contact through document access and progression tracking.
A branded, link-tracked introduction to the business. Advisors see exactly who opened it and when — no more emailing PDFs into a void.
Verify buyer intent and identity online. The NDA is signed in the flow — no printing, scanning, or chasing. Tire-kickers drop off here, which is the point.
The full deal narrative — financials, operations, and growth story — in a structured digital format. Watermarked for every viewer, readable from one link, no buyer account required.
Share sensitive deal documents behind gated access. Buyers see only what you have authorized at each stage. Every view is logged.
See who opened the Opportunity Brief, who completed verification, who read the Deal Book, and who went quiet — across every stage in real time.
Move buyers through a structured process: Brief → Verification → Deal Book. Every buyer has a visible stage, so you know where each one stands without asking.
Build and publish listings with SBA financeability context. Set deal terms, upload financials, and control what goes public versus what stays behind the NDA gate.
Buyers who find your listing on DealRoom.so enter your deal room directly. Every inquiry is captured, tracked, and moves through the same verified workflow.
Run multiple deals from one dashboard. See every active deal, every buyer stage, and every engagement signal across your whole pipeline at a glance.
SBA-ready listings live on DealRoom.so where buyers browse and pre-qualify. When a buyer is ready to move forward, DealRoom Software handles the private workflow: the Opportunity Brief, buyer verification and NDA, Deal Book access, and document sharing — all tracked so advisors know exactly where each buyer stands.
The Free plan includes one full deal — Opportunity Brief, Buyer Verification, and Deal Book — with no credit card required. Paid plans add concurrent deals, branded briefs, enriched buyer intelligence, and team collaboration.