Case Study: Paylocity achieves faster, more seamless M&A diligence with DealRoom

How Paylocity Modernized Their Diligence Management with DealRoom

Paylocity, the HR and payroll software company, needed a better way to manage M&A diligence as it pursued growth through acquisitions. The team was relying on spreadsheets, multiple communication channels, and scattered documents, which made it difficult to track requests, coordinate access, and keep information organized across the deal process.

Paylocity chose DealRoom to centralize its diligence management with a data room, request list, and commenting features that synced together in one platform. DealRoom helped Paylocity automate manual processes, reduce emails and meetings, and improve asynchronous collaboration; the company also said integrations were completed 4 months faster, and it has since completed three successful deals and renewed its contract.

Paylocity

Zack Mueller

Corporate Development