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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

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List of DealRoom Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
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.
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.
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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FAQ - APPS RUN THE WORLD DealRoom Coverage

DealRoom is a Analytics and BI solution from Dealroom .

Companies worldwide use DealRoom, from small firms to large enterprises across 21+ industries.

Organizations such as Cadence Education, Jamf and Wipfli are recorded users of DealRoom for Analytics and BI.

Companies using DealRoom are most concentrated in Education and Professional Services, with adoption spanning over 21 industries.

Companies using DealRoom are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of DealRoom across Americas, EMEA, and APAC.

Companies using DealRoom range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 100%, and global enterprises with 10,000+ employees - 0%.

Customers of DealRoom include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified DealRoom customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Analytics and BI.