Видео 195
Просмотров 130 706

Importing a Request List With Folder Structure in DealRoom

1:31

How to Create And Use Custom Fields in DealRoom

3:13

How to Custom Groups for Stakeholder Organization in DealRoom

0:58

How to Close, Delete, or Reopen a Room in DealRoom

1:05

AI-Powered Document Analysis DealRoom Demo

4:06

Centralize Diligence Requests & Documents with DealRoom

0:55

Setting Dependencies Between Diligence Requests in Dealroom

Learn how to establish and manage dependencies between diligence requests to ensure seamless workflows.
With DealRoom’s request dependencies, you can link related tasks and stay in sync. Know exactly what’s pending and what’s ready to move forward, keeping workflows smooth and preventing bottlenecks. Updates go straight to the team, so everyone stays on the same page. Streamline your diligence now with DealRoom. If you want to learn more, schedule a demo at DealRoom.net .

Видео

Importing a Request List With Folder Structure in DealRoom

1:31

Importing a Request List With Folder Structure in DealRoom

Просмотров 1514 дней назад

Watch how to import request lists with folder structures to maintain organized diligence processes. Keeping diligence organized can be challenging, but with DealRoom’s import tool, you can bring in entire request lists with folder structures, all set up and ready to go. This makes it simple for your team to find what they need without sifting through files-freeing you up to focus on what really...

How to Create And Use Custom Fields in DealRoom

3:13

How to Create And Use Custom Fields in DealRoom

Просмотров 1221 день назад

See how to create and use custom fields to tailor requests to your specific M&A needs. Every deal is unique, and with DealRoom’s custom fields, you can make sure your workspace reflects that. Tailor requests to capture the exact information you need, simplify team collaboration, and keep everything organized-right from diligence to integration. It’s about making your process as efficient as pos...

How to Custom Groups for Stakeholder Organization in DealRoom

0:58

How to Custom Groups for Stakeholder Organization in DealRoom

Просмотров 25Месяц назад

Discover how to organize deal stakeholders into custom groups for streamlined communication. In DealRoom, organizing stakeholders into custom groups makes it easy to keep everyone in sync. With groups tailored to different teams or priorities, you’ll save time and ensure everyone gets the right information at the right time. Want to see how it works? Head to DealRoom.net and schedule a demo.

How to Close, Delete, or Reopen a Room in DealRoom

1:05

How to Close, Delete, or Reopen a Room in DealRoom

Просмотров 20Месяц назад

Learn the steps to close, delete, or reopen rooms in DealRoom to maintain organized workflows. In M&A, organization is everything. With DealRoom, you can close rooms when deals wrap up-keeping data intact but secure. If you eed to revisit a past deal, you can also easily reopen it, or clear up space by permanently deleting old data. DealRoom helps you keep your workspace streamlined so you can ...

AI-Powered Document Analysis DealRoom Demo

4:06

AI-Powered Document Analysis DealRoom Demo

Просмотров 59Месяц назад

Watch how AI enhances document analysis, improving accuracy and efficiency in your M&A processes. Imagine getting quick answers on critical clauses without combing through pages. DealRoom’s AI-powered document analysis lets you ask key questions, get clear summaries, and save time on due diligence-so you can focus on what matters. Check out this new feature by scheduling a demo at DealRoom.net.

Centralize Diligence Requests & Documents with DealRoom

0:55

Centralize Diligence Requests & Documents with DealRoom

Просмотров 22Месяц назад

See how to manage and centralize all diligence requests and documents in one platform. No more jumping between emails, folders, and spreadsheets. With DealRoom, you can keep all diligence requests and documents in one place, communicate directly with stakeholders, and tag team members for specific updates. Save time and boost transparency across your M&A activities. Schedule a demo at DealRoom....

Enhance Accountability with Task Allocation with DealRoom

0:55

Enhance Accountability with Task Allocation with DealRoom

Просмотров 19Месяц назад

Learn how to allocate tasks, add reviewers, and designate followers for better diligence management. With DealRoom, you can assign tasks to the right people, add reviewers for extra accuracy, and keep stakeholders in the loop effortlessly. This way, all details are verified, everyone stays updated, and your M&A process flows smoothly, reducing back-and-forths. Try it out-schedule a demo at deal...

Automated Report Delivery for Stakeholders with DealRoom

1:22

Automated Report Delivery for Stakeholders with DealRoom

Просмотров 15Месяц назад

Learn how automated report delivery keeps stakeholders updated on deal progress and key metrics. Stop wasting time manually sending reports. With DealRoom, you can automate report delivery on deal progress and key metrics, ensuring stakeholders stay informed-daily, weekly, or at custom intervals. Free up your team for more important tasks. Experience this firsthand by scheduling a demo at dealr...

Track Deal Progression and Timing With Dealroom

0:49

Track Deal Progression and Timing With Dealroom

Просмотров 12Месяц назад

Understand how DealRoom enables tracking of deal progression and timing effectively. It's time to ditch the manual tracking. DealRoom automatically logs each stage change, giving you real-time insights into deal progression and timing. Spot bottlenecks, allocate resources wisely, and streamline your pipeline management. See it in action by scheduling a demo at dealroom.net/product/pipeline

Don’t Let Target Follow Up Slip Through the Cracks With Dealroom Pipeline

1:20

Don’t Let Target Follow Up Slip Through the Cracks With Dealroom Pipeline

Просмотров 19Месяц назад

See how DealRoom ensures follow-ups are tracked and managed efficiently to avoid missing opportunities. Stop relying on endless email reminders. With DealRoom, assign, track, and manage deal tasks directly in the platform. Team members get instant notifications, keeping everyone aligned and on schedule. Say goodbye to missed follow-ups! Want to see it in action? Schedule a demo at dealroom.net/...

How to Streamline Your M&A Deal Pipeline with Custom Views in DealRoom

1:17

How to Streamline Your M&A Deal Pipeline with Custom Views in DealRoom

Просмотров 28Месяц назад

Discover how to create and utilize custom views to streamline your deal pipeline management. Quickly create and save custom views for high- and low-priority deals, so your team sees exactly what matters to them. No more wading through countless deals-just focus on what’s most important. Discover the ease of organized pipeline management; request a demo at DealRoom.net. Visit dealroom.net/produc...

Centrally Manage All M&A Deal Target Information with DealRoom

1:03

Centrally Manage All M&A Deal Target Information with DealRoom

Просмотров 192 месяца назад

See how DealRoom Pipeline helps centralize and manage deal target information efficiently. DealRoom Pipeline helps you easily track, update, and manage all your deal info in one place. Add notes, share documents, and assign tasks to keep everything streamlined and accessible. See how it works-schedule a demo at DealRoom.net. dealroom.net/product/pipeline