Канал: DealRoom

Importing a Request List With Folder Structure in DealRoom

Importing a Request List With Folder Structure in DealRoom

How to Create And Use Custom Fields in DealRoom

How to Create And Use Custom Fields in DealRoom

How to Custom Groups for Stakeholder Organization in DealRoom

How to Custom Groups for Stakeholder Organization in DealRoom

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

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

AI-Powered Document Analysis DealRoom Demo

AI-Powered Document Analysis DealRoom Demo

Centralize Diligence Requests & Documents with DealRoom

Centralize Diligence Requests & Documents with DealRoom

Enhance Accountability with Task Allocation with DealRoom

Enhance Accountability with Task Allocation with DealRoom

Automated Report Delivery for Stakeholders with DealRoom

Automated Report Delivery for Stakeholders with DealRoom

Track Deal Progression and Timing With Dealroom

Track Deal Progression and Timing With Dealroom

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

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

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

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

Centrally Manage All M&A Deal Target Information with DealRoom

Centrally Manage All M&A Deal Target Information with DealRoom

Task Details

Task Details

How To Manage Tasks Within a Room Inside Dealroom

How To Manage Tasks Within a Room Inside Dealroom

Room Overview

Room Overview

How to Navigate the Request Tab within DealRoom's Pipeline View

How to Navigate the Request Tab within DealRoom's Pipeline View

How to Use the Document Viewer with DealRoom's Data Room

How to Use the Document Viewer with DealRoom's Data Room

Navigating DealRoom's Data Room

Navigating DealRoom's Data Room

How to Create a New Room within DealRoom

How to Create a New Room within DealRoom

Making Bulk Changes & Timeline Dependencies in DealRoom

Making Bulk Changes & Timeline Dependencies in DealRoom

Your Work Tab in DealRoom

Your Work Tab in DealRoom

DealRoom's Pipeline Room Settings

DealRoom's Pipeline Room Settings

How to Create Project Reports in DealRoom

How to Create Project Reports in DealRoom

Navigating Your Pipeline View in DealRoom

Navigating Your Pipeline View in DealRoom

DealRoom Pipeline Settings

DealRoom Pipeline Settings

DealRoom Pipeline Overview: Deal Card Functionality

DealRoom Pipeline Overview: Deal Card Functionality

Pipeline Permission Settings in DealRoom

Pipeline Permission Settings in DealRoom

Navigating the People Tab in DealRoom

Navigating the People Tab in DealRoom

BI Reporting with DealRoom

BI Reporting with DealRoom

DealRoom Platform Feedback

DealRoom Platform Feedback

How to Manage Users Who Prefer Excel in Managing M&A Deals

How to Manage Users Who Prefer Excel in Managing M&A Deals

How to Communicate Internally without external users having access or individual teams

How to Communicate Internally without external users having access or individual teams

How to SetUp Permissions in DealRoom

How to SetUp Permissions in DealRoom

How to Use DealRoom When Banks are Involved

How to Use DealRoom When Banks are Involved

How DealRoom Users Achieve External Platform Adoption

How DealRoom Users Achieve External Platform Adoption

How DealRoom Customers Achieve Internal Platform Adoption

How DealRoom Customers Achieve Internal Platform Adoption

Filling Out the Deal Card

Filling Out the Deal Card

Setting Up a New Deal in DealRoom

Setting Up a New Deal in DealRoom

Why DealRoom is More Efficient than Excel Trackers

Why DealRoom is More Efficient than Excel Trackers

Room Overview: Prioritizing and Assigning Tasks in DealRoom

Room Overview: Prioritizing and Assigning Tasks in DealRoom

Room Overview: Getting Started With DealRoom

Room Overview: Getting Started With DealRoom

Pipeline Overview: Maximizing Deal Cards in DealRoom

Pipeline Overview: Maximizing Deal Cards in DealRoom

DealRoom Pipeline Overview: How To Move Deals Along and Share Information

DealRoom Pipeline Overview: How To Move Deals Along and Share Information

Pipeline Overview: Involving Deal Leads and Other Parties in DealRoom

Pipeline Overview: Involving Deal Leads and Other Parties in DealRoom

Why did you pick DealRoom?

Why did you pick DealRoom?

How did you come across DealRoom?

How did you come across DealRoom?

What is the ROI of DealRoom?

What is the ROI of DealRoom?

The Old Way of Doing M&A vs the DealRoom Way

The Old Way of Doing M&A vs the DealRoom Way

Did DealRoom speed up your diligence process?

Did DealRoom speed up your diligence process?

Positive Business Outcome of Using DealRoom

Positive Business Outcome of Using DealRoom

What are your favorite DealRoom features?

What are your favorite DealRoom features?

How do you use DealRoom with targets?

How do you use DealRoom with targets?

Do you use DealRoom for integration management?

Do you use DealRoom for integration management?

Demo with Chris Russell, Head of Corporate Development at The AZEK Company

Demo with Chris Russell, Head of Corporate Development at The AZEK Company

Why Customers Love DealRoom

Why Customers Love DealRoom

Managing Big vs Small Deals in DealRoom

Managing Big vs Small Deals in DealRoom

How Requests Work in DealRoom

How Requests Work in DealRoom

Overview of the Requests Tab in DealRoom

Overview of the Requests Tab in DealRoom

How to Edit the Index in DealRoom

How to Edit the Index in DealRoom

Learn How to Add People in Bulk in DealRoom

Learn How to Add People in Bulk in DealRoom

Permissions Settings

Permissions Settings

Learn How to Send Reminders

Learn How to Send Reminders

Cross Collaboration in DealRoom

Cross Collaboration in DealRoom

Learn How to Complete Diligence Faster with DealRoom

Learn How to Complete Diligence Faster with DealRoom

DealRoom's Export Index, Search, Drag and Drop

DealRoom's Export Index, Search, Drag and Drop

“Before State” of Diligence with Excel Trackers

“Before State” of Diligence with Excel Trackers

Virtual Book Launch

Virtual Book Launch

How to Track Progress Across Requests

How to Track Progress Across Requests

How to Add Documents to a Request

How to Add Documents to a Request

Explanation of the Request List in DealRoom

Explanation of the Request List in DealRoom

How to Download Files in DealRoom

How to Download Files in DealRoom

How to Search and Filter Documents in DealRoom

How to Search and Filter Documents in DealRoom

How to Upload Documents

How to Upload Documents

How to Add Folders

How to Add Folders

Overview of the Data Room in DealRoom

Overview of the Data Room in DealRoom

How FBN Manages Diligence and Integration Timelines

How FBN Manages Diligence and Integration Timelines

How IT Teams Can Prepare for Integration Using the Pipeline

How IT Teams Can Prepare for Integration Using the Pipeline

User Friendliness and Benefits of Bringing External Users to One Place Like DealRoom

User Friendliness and Benefits of Bringing External Users to One Place Like DealRoom

General Adoption with External Users

General Adoption with External Users

Room and Requests Overview In DealRoom

Room and Requests Overview In DealRoom

How to Encourage Bankers to Use DealRoom

How to Encourage Bankers to Use DealRoom

Transfer Deals to the Pipeline and Archiving Old Data in DealRoom

Transfer Deals to the Pipeline and Archiving Old Data in DealRoom

Use DealRoom for Post-merger Integration

Use DealRoom for Post-merger Integration

Pipeline Overview in DealRoom

Pipeline Overview in DealRoom

Advantages for Legal Teams in Pipeline View

Advantages for Legal Teams in Pipeline View

Favorite Feature - Pipeline

Favorite Feature - Pipeline

How to Add Fields in DealRoom to Ensure M&A Reports are Tailored

How to Add Fields in DealRoom to Ensure M&A Reports are Tailored

Managing Requests and Member Permissions in DealRoom

Managing Requests and Member Permissions in DealRoom

How to Use DealRoom for Post-Merger Integration

How to Use DealRoom for Post-Merger Integration

How IT Teams Can Prepare for Integration Using the Pipeline

How IT Teams Can Prepare for Integration Using the Pipeline

How to Encourage Targets to Use DealRoom

How to Encourage Targets to Use DealRoom

Demo with Zach Abdorrahimzadeh & Allison D’Agostino - Cadence Education

Demo with Zach Abdorrahimzadeh & Allison D’Agostino - Cadence Education

How To Encourage Deal Targets to Use DealRoom

How To Encourage Deal Targets to Use DealRoom

Managing Requests in DealRoom

Managing Requests in DealRoom

M&A Science Live - Best Practices When Selling a Business

M&A Science Live - Best Practices When Selling a Business

How to Format and Upload a Template to DealRoom

How to Format and Upload a Template to DealRoom

DealRoom is hiring Account Executives

DealRoom is hiring Account Executives

DealRoom, M&A Lifecycle Management Platform

DealRoom, M&A Lifecycle Management Platform

Pipeline deal trash settings

Pipeline deal trash settings

Settings General

Settings General

Deal pipeline access settings

Deal pipeline access settings

Pipeline custom fields settings

Pipeline custom fields settings

Pipeline authentication settings

Pipeline authentication settings

Pipeline reports tab

Pipeline reports tab

Pipeline notifications and help

Pipeline notifications and help

Pipeline members tab

Pipeline members tab

List, table and timeline views + how to create a new view

List, table and timeline views + how to create a new view

Creating a new deal and navigating a deal card

Creating a new deal and navigating a deal card

Pipeline overview

Pipeline overview

M&A Science Academy Intro Video

M&A Science Academy Intro Video

Managing Diligence and Integration in Dealroom

Managing Diligence and Integration in Dealroom

Virtual Summit Recap: Dimensions to Cultural Integration

Virtual Summit Recap: Dimensions to Cultural Integration

Setting Up Permissions in DealRoom

Setting Up Permissions in DealRoom

Virtual Summit Recap: Standing up with Corporate Development Function

Virtual Summit Recap: Standing up with Corporate Development Function

FirmRoom General User Introduction Video

FirmRoom General User Introduction Video

Virtual Summit Recap: Positive Employee Experience is Key to Successful M&A

Virtual Summit Recap: Positive Employee Experience is Key to Successful M&A

DealRoom's Dashboard View

DealRoom's Dashboard View

Virtual Summit Recap: Leading M&A with Integration

Virtual Summit Recap: Leading M&A with Integration

Due Diligence in DealRoom

Due Diligence in DealRoom

Virtual Summit Recap: The Future of M&A

Virtual Summit Recap: The Future of M&A

Virtual Summit Recap: Virtualizing the People Experience During Integration

Virtual Summit Recap: Virtualizing the People Experience During Integration

Diligence in M&A

Diligence in M&A

What is Rebadging and How it Works

What is Rebadging and How it Works

Sneak-Peek: Making Integration Successful from Both Sides of the Deal

Sneak-Peek: Making Integration Successful from Both Sides of the Deal

The Virtualization of M&A

The Virtualization of M&A

DealRoom General User Demo

DealRoom General User Demo

Bringing M&A and Business Agility Together

Bringing M&A and Business Agility Together

How to Upload a Document to a Request | DealRoom Software

How to Upload a Document to a Request | DealRoom Software

How to Update Request Properties | DealRoom Software

How to Update Request Properties | DealRoom Software

How to Set Email Notifications in DealRoom

How to Set Email Notifications in DealRoom

How to Search for a Document and Sort Files

How to Search for a Document and Sort Files

How to Create a New Request | DealRoom Software

How to Create a New Request | DealRoom Software

How to Download Files and Folders from the Room

How to Download Files and Folders from the Room

DealRoom Live Stream

DealRoom Live Stream

Building a Communications Plan from Scratch

Building a Communications Plan from Scratch

The Impact of People Experience on Deal Outcomes

The Impact of People Experience on Deal Outcomes

Dr. Keith Dunbar's Groundbreaking M&A Deal Research

Dr. Keith Dunbar's Groundbreaking M&A Deal Research

The Most Important Features You Need in a Data Room

The Most Important Features You Need in a Data Room

Why You Should Use DealRoom | Customer Testimony

Why You Should Use DealRoom | Customer Testimony

DealRoom Customer Testimony | Duff & Phelps

DealRoom Customer Testimony | Duff & Phelps

How to Plan a Divestiture from HR’s Perspective

How to Plan a Divestiture from HR’s Perspective

Toby Tester, M&A Consultant and Project Manager, Interview 2 (S4E3)

Toby Tester, M&A Consultant and Project Manager, Interview 2 (S4E3)

Toby Tester, M&A Consultant and Project Manager (S4E2)

Toby Tester, M&A Consultant and Project Manager (S4E2)

How to Import a Template | DealRoom Software

How to Import a Template | DealRoom Software

How to Use DealRoom's Software for M&A Due Diligence | Training Video

How to Use DealRoom's Software for M&A Due Diligence | Training Video

How to Set Group and File Permissions | FirmRoom Help Guide Videos

How to Set Group and File Permissions | FirmRoom Help Guide Videos

How to Review Reports and Analytics | FirmRoom Help Guide Video

How to Review Reports and Analytics | FirmRoom Help Guide Video

How to Set Email Notifications | FirmRoom Help Guide Video

How to Set Email Notifications | FirmRoom Help Guide Video

How to Use Drag and Drop | FirmRoom Help Guide Video

How to Use Drag and Drop | FirmRoom Help Guide Video

How to use the Export Index | FirmRoom Help Guide Video

How to use the Export Index | FirmRoom Help Guide Video

DealRoom Demo for Corporate Development

DealRoom Demo for Corporate Development

Mini Lesson: Anatomy of a Term Sheet

Mini Lesson: Anatomy of a Term Sheet

Drag and Drop into a Request

Drag and Drop into a Request

Intro To Agile | DealRoom Training

Intro To Agile | DealRoom Training

Cross-Functional Collaboration | DealRoom Software

Cross-Functional Collaboration | DealRoom Software

Slack Integration | DealRoom Software

Slack Integration | DealRoom Software

Agile M&A For a Sell-Side Process | DealRoom Training

Agile M&A For a Sell-Side Process | DealRoom Training

FirmRoom Cost Savings | Virtual Data Room Software

FirmRoom Cost Savings | Virtual Data Room Software

Request Commenting | Dealroom Software

Request Commenting | Dealroom Software

Insightful User Analytics | DealRoom Software

Insightful User Analytics | DealRoom Software

Prioritize Lists to Stay Organized | DealRoom Software

Prioritize Lists to Stay Organized | DealRoom Software

Convenient Document and File Collection | DealRoom Software

Convenient Document and File Collection | DealRoom Software

Innovative Suggested Files and Recall Option | DealRoom Software

Innovative Suggested Files and Recall Option | DealRoom Software

How to Import Requests with DealRoom's Template | Diligence Management Platform

How to Import Requests with DealRoom's Template | Diligence Management Platform

How to Solve the Diligence Problem with DealRoom | Customer Testimony

How to Solve the Diligence Problem with DealRoom | Customer Testimony

Drag and Drop Capabilities | Project Management Tool | Customer Review of DealRoom | Auctus Group

Drag and Drop Capabilities | Project Management Tool | Customer Review of DealRoom | Auctus Group

Project Management for M&A | DealRoom

Project Management for M&A | DealRoom

Due Diligence Management Platform | Efficient M&A Process | Auctus Group Testimony of DealRoom

Due Diligence Management Platform | Efficient M&A Process | Auctus Group Testimony of DealRoom

M&A Project Management Tool | Agile Software | DealRoom

M&A Project Management Tool | Agile Software | DealRoom

Smart Analytics | M&A Diligence Management Software | Customer Review of DealRoom Software

Smart Analytics | M&A Diligence Management Software | Customer Review of DealRoom Software

Agile M&A Project Management | Due Diligence Software

Agile M&A Project Management | Due Diligence Software

VDR Solution | Online M&A Platform | Customer Testimony

VDR Solution | Online M&A Platform | Customer Testimony

M&A Due Diligence Management Software | DealRoom

M&A Due Diligence Management Software | DealRoom

Eliminate and Answer Duplicate Requests in One Click | Auctus Group Review of DealRoom Software

Eliminate and Answer Duplicate Requests in One Click | Auctus Group Review of DealRoom Software

Data Driven Diligence Management | Customer Review | Auctus Group

Data Driven Diligence Management | Customer Review | Auctus Group

Adopting a New M&A Technology | Baird Customer Review of DealRoom Software

Adopting a New M&A Technology | Baird Customer Review of DealRoom Software

Integrated Communication | Customer Review of DealRoom Software | Auctus Group

Integrated Communication | Customer Review of DealRoom Software | Auctus Group

Accurate and Fluid Communication | Candlewood Partner Customer Review | Diligence Management

Accurate and Fluid Communication | Candlewood Partner Customer Review | Diligence Management

FirmRoom Explainer on Virtual Data Rooms

FirmRoom Explainer on Virtual Data Rooms

Streamline Diligence | Not Just a VDR | Baird Customer Review of DealRoom Software

Streamline Diligence | Not Just a VDR | Baird Customer Review of DealRoom Software

M&A Project Management Solution | Auctus Group Customer Review of DealRoom Software

M&A Project Management Solution | Auctus Group Customer Review of DealRoom Software

DealRoom - Close Deals Faster || DealRoom Review by Auctus Group || Auctus Group Testimony

DealRoom - Close Deals Faster || DealRoom Review by Auctus Group || Auctus Group Testimony

FirmRoom Demo

FirmRoom Demo

Are you tired of duplicate work? | DealRoom, a Diligence Management Platform

Are you tired of duplicate work? | DealRoom, a Diligence Management Platform

How DealRoom Prevents Unorganized Communication | Diligence Mangement

How DealRoom Prevents Unorganized Communication | Diligence Mangement

DealRoom solves M&A challenges | Close Deals Faster with DealRoom

DealRoom solves M&A challenges | Close Deals Faster with DealRoom

Per-Page Pricing is a Rip Off | Pricing Model that Makes Sense

Per-Page Pricing is a Rip Off | Pricing Model that Makes Sense

Inefficient Initial Document Collection | Challenges in M&A Management

Inefficient Initial Document Collection | Challenges in M&A Management

Disconnected Process Challenge | One Integrated Smart Platform

Disconnected Process Challenge | One Integrated Smart Platform

DealRoom Investment Bank Demo

DealRoom Investment Bank Demo

Technology Adoption Problem | DealRoom Customer Review

Technology Adoption Problem | DealRoom Customer Review

The Email Waste Problem in M&A

The Email Waste Problem in M&A

Streamlining the M&A process with DealRoom

Streamlining the M&A process with DealRoom

Why Per-Page Pricing Is a Rip Off

Why Per-Page Pricing Is a Rip Off

The Broken M&A Process

The Broken M&A Process

DealRoom - The Integrated Due Diligence Managment Platform

DealRoom - The Integrated Due Diligence Managment Platform