BizDealRoom
✦ For Accountants

Help clients prepare,
value and present
their business.

Give business clients a practical deal room platform to organise financial information, prepare due diligence, manage secure data rooms and access optional buyer, investor or funding campaign support when they are ready to raise, sell, acquire or restructure.

βœ“Client data rooms
βœ“Valuation calculators
βœ“Refer or manage
β˜… The platform every client deal runs on

Founders Unlimited

Help clients organise business information, financial documents, valuation outputs and deal materials in one secure workspace.
$99/mo
Your platform base
Business Hub β€” $150/mo value, included free
  • Unlimited client deal and data rooms
  • Secure document storage and controlled access
  • Business and share valuation calculators
  • DocBuilder β€” IMs, pitch decks, plans and client materials
  • Capital raise, finance, sale and acquisition workspaces
  • Optional exposure to 40,000+ investors, buyers & funders
See everything included β–Ύ
  • Due diligence document collection and disclosure workflow
  • Cap table and shareholder management
  • Share price and dilution calculators
  • Full Business Hub β€” 24+ marketing and CRM tools
  • Two-way SMS, email automation and unified inbox
  • Website, landing page builder and social scheduler
  • AI content, chat and appointment tools
  • Unlimited users and contacts
  • No fees, ever
Full access Β· no lock-in Β· founders rate locked for life
Accountant Deal Room + Client Growth Tools
Optional client reach

Founders + Boosted

Add campaign reach when a client is ready to test buyer, investor or funder interest without moving away from your advisory relationship.
$1,595one-time
One-time Β· save $190 vs paying monthly
On top of your $99/mo
  • Platform listing with accountant or client-approved materials
  • Investor, buyer and funder campaign exposure
  • 30+ guaranteed enquiries
  • Useful for capital raises, finance requests, acquisitions and exits
See more β–Ύ
  • 90 days boosted marketing activity
  • Campaign exposure through BizDealRoom channels
  • Enquiries delivered into the client workspace
  • Supports acquisition funding shortfalls and growth capital needs
  • Works with accountant-prepared or client-approved materials
  • No campaign marketing fee and no replacement of your client relationship
 
Flexible payment options at checkout β€” monthly or upfront, card, Direct Debit, Zip & Klarna.
πŸ›‘

The simple rule: Founders Unlimited is the base platform accountants use to help clients prepare, value, organise and disclose business information. Boosted adds buyer, investor or funder enquiry generation when needed. Platinum is available when the client wants BizDealRoom to package and market the campaign for them β€” while the accountant keeps the trusted advisory relationship.

BizDealRoom is a listings and advertising platform. We support deal-room workflows, document preparation, enquiry generation and marketing activity only β€” we do not provide legal, tax, financial or investment advice and we do not replace the accountant’s client relationship.

BizDealRoom relies on technologies such as cookies to enable essential site functionality, as well as for analytics, personalisation, and targeted advertising. Other than cookies or similar technologies that are necessary for site functionality, you may customise your settings at any time within Cookies settings or accept the default settings by clicking "Accept".

Cookies settings