List of DealRoom Customers
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Since 2010, our global team of researchers has been studying DealRoom customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased DealRoom for Analytics and BI from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using DealRoom for Analytics and BI include: Cadence Education, a United States based Education organisation with 6152 employees and revenues of $919.0 million, Jamf, a United States based Professional Services organisation with 2700 employees and revenues of $670.0 million, Wipfli, a United States based Professional Services organisation with 2200 employees and revenues of $370.0 million and many others.
Contact us if you need a completed and verified list of companies using DealRoom, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The DealRoom customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Cadence Education | Education | 6152 | $919M | United States | Dealroom | DealRoom | Analytics and BI | 2024 | n/a |
In 2024, Cadence Education implemented DealRoom within the Analytics and BI category to manage roll-up acquisitions and consolidate deal documents, permissions, and workflows. The deployment targeted M&A due diligence for Cadence Education's US roll-up program, positioning DealRoom as the primary data room and deal tracking platform to support internal teams and external advisors.
Configuration emphasized a centralized document repository, role based permissioning, workflow automation for document reviews, and structured due diligence trackers, with DealRoom reporting and dashboard capabilities used to surface progress and outstanding actions. The implementation included template based intake, access logging, and layered permission models to segment external and internal stakeholder access during diligence.
Operational coverage centered on corporate development, legal, finance, and deal teams across the US roll-up program, with DealRoom used to onboard counterparties and third party advisors and to centralize comment and Q and A workflows. Use of DealRoom reduced cross channel coordination by consolidating document exchange and task assignment into a single platform during roll ups.
Governance changes introduced centralized permission governance, staged document release for diligence, and formalized onboarding workflows to control external access and audit trails. The rollout produced reported time savings of 40+ hours and faster onboarding of counterparties, while improving security and coordination across internal and external stakeholders.
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Jamf | Professional Services | 2700 | $670M | United States | Dealroom | DealRoom | Analytics and BI | 2024 | n/a |
In 2024, Jamf implemented DealRoom to build and scale their M&A function. The DealRoom deployment, classified under Analytics and BI, was used for pipeline tracking, due diligence and analytics reporting for both global and US deals.
Jamf configured DealRoom to centralize pipeline tracking and to host diligence workspaces alongside analytics reporting. The implementation emphasized standardized diligence templates and consolidated analytics reports within DealRoom to provide consistent deal status, document control and visibility for deal teams.
Operational coverage targeted the corporate M&A function and supported cross functional participation from corporate development, legal and finance for global and US transactions. DealRoom analytics reporting was used to surface deal progress and identify bottlenecks, enabling a single source of truth during diligence and prioritization of resources.
Governance changes included standardized M&A execution workflows and centralized reporting, and the case explicitly links the DealRoom deployment to faster, more standardized deal execution and cutting deal time roughly in half. The implementation illustrates an Analytics and BI oriented approach to scaling M&A through centralized pipeline tracking, diligence orchestration and embedded analytics reporting.
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Wipfli | Professional Services | 2200 | $370M | United States | Dealroom | DealRoom | Analytics and BI | 2024 | n/a |
In 2024, Wipfli implemented DealRoom to centralize M&A diligence, task management and document permissions across its cross-functional deal teams. The deployment targeted the firm’s US deal operations and focused on standardizing diligence workspaces, reducing duplicate information requests and improving visibility across advisors and internal stakeholders.
DealRoom was configured to support diligence management, task tracking and document permissioning, with the engagement explicitly leveraging DealRoom reporting to provide BI outputs. DealRoom’s Analytics and BI capabilities were used to surface progress dashboards and aggregate task completion data, enabling consistent status reporting across deals.
Operational coverage extended across deal teams and adjacent advisory functions, consolidating document control and structured review workflows under a single platform. Governance changes included centralized role based access controls, standardized task templates and a single source of truth for deal artifacts to reduce ad hoc sharing and duplicated requests.
The implementation delivered explicit efficiency outcomes, with the engagement reporting approximately 20 plus hours saved per deal for the US based firm. DealRoom’s reporting and permission controls were central to those gains, improving visibility and reducing duplicate diligence requests for Wipfli’s M&A teams.
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