Case Study: PiniOn Improves Due Diligence and M&A Communication with DealRoom

How Pinion enhanced due diligence and encouraged effective communication with DealRoom

PiniOn, a consulting and professional services firm, needed a better way to manage M&A diligence as requests were scattered across spreadsheets, communication was siloed, and confidential information was being shared over email. With growing deal volume and tight deadlines, the team turned to DealRoom to improve coordination and security during the process.

DealRoom provided a combined data room and project management platform with advanced permissions, customizable security controls, and in-app communication tools. As a result, PiniOn reported faster and smoother onboarding, a 5x improvement in onboarding speed, higher data security, and greater overall efficiency, including closing a deal within 60 days and repeating the process.

PiniOn

Anna Smith

Director of Financial Planning and Analysis