DealRoom Software
Start free with one full deal. Scale up when your pipeline does. All plans include the complete three-stage workflow — Opportunity Brief, Buyer Verification, and Deal Book — with engagement tracking on every stage.
Buyer tools are always free. Browsing SBA-ready listings, pre-qualifying, comparing lenders, and accessing Deal Books never costs buyers anything. Browse listings
One deal. The essentials.
For Advisors & Brokers
Professional deal rooms for small firms getting started.
For Advisors & Brokers
Run your pipeline like a real firm. Every deal, every buyer, full visibility.
For Advisors & Brokers
White-label. Your brand, your domain.
For Advisors & Brokers
All plans include SSL encryption, 99.9% uptime SLA, and GDPR compliance. Paid plan changes take effect on your next billing cycle.
Yes. Buyers never pay. They view the Opportunity Brief, complete verification, and read the Deal Book at no cost — no account required.
The Free plan lets you run one deal with the full three-stage workflow. No credit card required.
Your existing deals keep running. You won't be able to create new ones until you upgrade or close a current deal.
Yes — upgrade or downgrade anytime. Changes take effect on your next billing cycle.
No. Buyers access the Opportunity Brief, complete verification, and read the Deal Book from a single link — no account or installation needed.
Open the app and run a deal from Opportunity Brief to Deal Book — free, no card required. Upgrade when you're ready for more concurrent deals and team features.