Case Study: Momentum saves time and stress in due diligence with DealRoom

How Momentum used DealRoom to approach due diligence as an M&A newcomer

Momentum, a nonprofit provider of direct-care services in Southern California, turned to DealRoom when its Chief Strategy Officer was unexpectedly thrown into an M&A deal with no prior deal team or experience. Facing a limited budget, concerns about data security, and a strong desire to avoid spreadsheets, the team needed a guided way to manage due diligence for a complex nonprofit merger.

DealRoom’s Due Diligence Template gave Momentum a structured roadmap for the process, with editable items to fit the nonprofit’s needs, progress reporting for board updates, and permissions controls to protect sensitive documents. With DealRoom, Momentum reported saving 75% of the time spent on diligence, reducing stress, improving communication, and creating a repeatable framework they could use again.

Momentum

Becky Hansen

Chief Strategy Officer