DealRoom

M&A software for modern deal project management

DealRoom logo
21-100 employees
  • Fintech
  • B2B
  • Enterprise
  • Investing
  • Analytics
  • SaaS
Chicago Loop, Chicago, IL

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Company mission

To disrupt the M&A process, for good.

Our take

M&A transactions are the most pivotal corporate activities and yet are also perhaps the most complex, information-dense and unpredictable processes within the corporate sector. DealRoom is changing the way professionals conduct M&A with an agile-based approach to M&A lifecycle management.

DealRoom is a financial software company that serves corporate development, investment banking, and private equity professionals. Its primary focus is creating secure and efficient workflows for complex transactions. Crucially, by moving away from Excel and email, teams gain deal-wide visibility reducing the risk of value being unrealized.

By focusing purely on improving the process of M&A with software, the team is well-positioned to profit in times when the market is on a tear (like the 2010s) and times when deals dry up, but returns are more precious. It's because of this single-minded approach to process optimisation that the startup’s technology is now being used by some of the world’s leading boutique firms.

Kirsty headshot

Kirsty

Company Specialist at Welcome to the Jungle

Company values

  • Deliver the Wow: We always WOW our customers, partners, and teammates. How? By being faster - faster to respond, faster to plan, and faster to execute. By pushing for continuous improvement, innovation, and growth in everything we do. And by disrupting the status quo (in a good way) to deliver solutions and experiences that WOW.
  • Be Kind and Direct: We are a team. We trust, support, and care deeply about each other. We assume positive intent. We collaborate, debate, and disagree and commit. We treat each other the way we ourselves would want to be treated (golden rule). And being kind also means we are open, honest and direct with one another at all times by communicating with radical candor.
  • Own It: We take pride in what we do and our desire to win. We love being accountable for delivering results - and when we encounter obstacles, we always find a way. W have fun and get shit done/. We're smart about how we spend our time and money (frugal, ot cheap). And we operate with the greater good of our customers and the company in mind

Leadership

Kison Patel

(Founder & CEO)

Worked their way up to Partner level at Transatlantic Investments & Advisory, a boutique M&A Advisory firm.

Diversity, Equity & Inclusion at DealRoom

Morgan Jade Baker (Human Resources Manager)

  • Respectful communication and cooperation between all employees
  • Teamwork and employee participation, permitting the representation of all groups and employee perspectives
  • Work/life balance through flexible work schedules to accommodate employees’ varying needs