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DealRoom Software Help Guides

DealRoom Platform Help Guides

These help guides go over the DealRoom platform including the requests, documents, groups, and analytics tabs.

Requests Tab

After a request list is imported into DealRoom, quickly fulfill requests by using drag and drop. The platform will automatically organize and store files within the correlating folder in the documents tab. Increase accountability on tasks and projects by assigning clear roles such as assignee, reviewer, and follower. Users with task roles receive a notification when any update has been made to the request. Quickly find your assigned tasks by selecting the "Assigned to me" option.

Requests Overview

virtual data room requests tab

Individual Requests

virtual data room due diligence request


Documents Tab

The document tab's content empowers teams to transform, retrieve, and classify documents and folders all within one platform. Benefit from features such as bulk upload, built-in document view, smart search, drag-and-drop, and more. The convenient built-in Excel and document viewer gives users file visibility, without ever having to leave the platform.

Documents Overview

virtual data room documents tab

Document Viewer

virtual data room document viewer


Groups

The groups tab is where admins can set file, requests, and other permissions. Admins can also view the specific members in each group. Users that are not admins only see the members of the groups that they have access to.

Groups Overview

virtual data room groups tab


Analytics

When all diligence goes through the platform, teams capture insightful data such as buyer engagement. Teams know exactly which users opened specific files, and can filter analytics by date, status, priority, and more. The audit log tracks any and all activity within the room.

Requests Progress Analytics

virtual data room requests progress analytics


Top Active Users

top active users analytics

Document Activity Analytics

document activity analytics

Additional Document Activity Analytics

virtual data room document tab analytics


Permissions

Located within the Groups tab, this is where all permissions for the room are set. Common permissions include file, requests, admin, membership, group, and more. Note that all file permissions are set on a group level.

File Permissions

vdr due diligence file permissions

Requests Permissions

vdr due diligence request permissions

Uploaded Files Permission Confirmation

Other Permissions

vdr permissions
vdr additional permissions


General

On the top right corner is the help icon. Here is where users can access FAQs, watch tutorials, provide feedback, and receive support help.

Help

VDR help section


Check out the complete Platform Overview guide here.

You can also watch our training videos here.


Useful Links:

Dealroom Product Overview

Due Diligence

What is a Corporate Development Tool?

Corporate development software is one of the best ways to help companies manage deal pipelines efficiently and effectively. In M&A deals, there is frequently lots of research and due diligence involved, and large amounts of information to accumulate very quickly.

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