Virtual Data Room Checklist: Four Tips for Choosing the Best M&A VDR Provider

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A common misconception among M&A deal parties is that the leading VDRs are essentially the same—and that all are “good enough.”  Not true. 

While most M&A advisors are aware of the basic features to expect in a virtual data room, this checklist highlights what to look for to ensure your deal benefits from what a modern VDR delivers, and avoid adding features that deliver little benefit. Gain insights on:

  • The efficiency of full deal lifecycle support
  • The importance of transparent, flat-rate pricing
  • How to ensure long-term access to documents, no thumb drives needed

Download the Virtual Data Room Checklist above. 

Jessica Barnett Glaser

Executive Director, Head of Product tel:312-404-5473

Jessica is an executive director and head of product for SRS Acquiom. She leads a team responsible for managing the strategic and tactical direction of our portfolio of products through the entire product lifecycle. She ensures the products align to the corporate vision, provide the best possible client experience, and drive corporate growth.

Before joining SRS Acquiom, Jessica was a member of the Product team at Envestnet and managed the Investor experience. She led integrating technology from the company’s largest acquisition, Yodlee, into Envestnet’s Advisor and Investor Portals.

Jessica has been a board member of JA Engage, the junior board for Junior Achievement Rocky Mountain, since 2017. She received her B.S. in Finance from DePaul University, Driehaus College of Business.

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