← DealRoom
DealRoom role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Software that manages the whole M&A process in one place, from deal sourcing to due diligence and integration.
Who you'd be calling
Heads of corporate development, M&A directors and deal team leads at larger companies, plus private equity deal teams.
Your opener
“Hi Chris, this is Sam from DealRoom. We help corporate development teams run deals, diligence and stakeholders in one place instead of spreadsheets and email threads. Do you manage a lot of that by hand today?”
Problems you solve for them
- Deal data lives in spreadsheets, email and scattered tools
- Diligence requests and stakeholder updates are hard to track across teams and advisors
- Slow, messy processes put deal value and timelines at risk
Discovery questions to ask
- What tools does your team use today to track a deal from start to close?
- How do you keep advisors, legal and business leaders in sync during diligence?
- Where does the process most often slow down or get messy?
Objections they'll throw at you
“I'm busy, I'm in the middle of a deal.”
→ Understood, deals are intense. I'll be quick: is deal tracking a pain point when you're in the middle of one? If so, could we talk for 10 minutes once it closes?
“We're not interested.”
→ No worries, I know I'm interrupting you. Most deal teams I speak with are comfortable with their process but wish it was less manual. Is that true for you?
“We already use spreadsheets and a virtual data room.”
→ That's very common. A data room stores documents but doesn't manage the work around them. How do you track tasks and progress across the deal today?
“Just email me something.”
→ Sure. To make it relevant, do you do more diligence, integration, or deal sourcing? And can we book 15 minutes to walk through it once you've looked?
Competitors worth knowing
Midaxo, Datasite, Ansarada
Interview tips for this company
- Learn the M&A stages (sourcing, diligence, close, integration) so you can ask about each one in plain terms.
- Corp dev people are senior and short on time, so practice a calm, concise opener and don't over-explain.
- Know the difference between a virtual data room (document storage) and DealRoom (managing the whole process). It's your best answer to 'we already have something'.
Written from public information about DealRoom to help you practice. Ask an insider what their role play looked like; it's the best prep there is.