Customer-Led Product Demos

Learn how our customers utilize the DealRoom platform to improve their M&A workflows.
Full-length demos
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Buy Side
Sell Side
Chris Russell
Head of Corporate Development at The AZEK Company
Will Olson
Head of Corporate Development
Allison D’Agostino
Director of Integration at Cadence Education
John Orbe
Associate General Council
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Buy Side
Sell Side
Overview of DealRoom
With John Orbe, Associate General Counsel - M&A
How to Add Folders
with John Orbe, Associate General Counsel - M&A
How to Upload Documents
with John Orbe, Associate General Counsel - M&A
How to Search and Filter Documents
with John Orbe, Associate General Counsel - M&A
How to Download Files
with John Orbe, Associate General Counsel - M&A
Explanation of the Request List
with John Orbe, Associate General Counsel - M&A
How to Track Progress Across Requests
with John Orbe, Associate General Counsel - M&A
"Before State" of Diligence with Excel Trackers
with John Orbe, Associate General Counsel - M&A
"Before" State Explanation
with John Orbe, Associate General Counsel - M&A
How DealRoom Compares
with John Orbe, Associate General Counsel - M&A
DealRoom's Export Index, Search, Drag, and Drop
with John Orbe, Associate General Counsel - M&A
Learn How to Complete Diligence Faster
with John Orbe, Associate General Counsel - M&A
Cross Collaboration in DealRoom
with John Orbe, Associate General Counsel - M&A
Learn How to Send Reminders
with John Orbe, Associate General Counsel - M&A
Permissions Settings
with John Orbe, Associate General Counsel - M&A
Learn How to Add People in Bulk
with John Orbe, Associate General Counsel - M&A
How to Edit the Index
with John Orbe, Associate General Counsel - M&A
Managing Big vs Small Deals on DealRoom
with John Orbe, Associate General Counsel - M&A
Pipeline Overview
Will Olson, Director of Corporate Development
Advantages for Legal Teams
Will Olson, Director of Corporate Development
Managing Requests in DealRoom
Will Olson, Director of Corporate Development
How to Add Fields to Ensure Reports are Tailored
Will Olson, Director of Corporate Development
Using DealRoom for Post-Merger Integration
Will Olson, Director of Corporate Development
Transfer Deals to the Pipeline and Archiving Old Data
Will Olson, Director of Corporate Development
User Friendliness and Benefits of Bringing External Users to One Place
Will Olson, Director of Corporate Development
General Adoption with External Users
Will Olson, Director of Corporate Development
General Adoption with External Users
Will Olson, Director of Corporate Development
Favorite Feature: Pipeline
Will Olson, Director of Corporate Development
Room and Requests Overview
Will Olson, Director of Corporate Development
Managing Requests and Member Permissions
Will Olson, Director of Corporate Development
Gaining Target Platform Adoption
Will Olson, Director of Corporate Development
Gaining Target Platform Adoption
Will Olson, Director of Corporate Development
How to Encourage Targets to Use DealRoom
Will Olson, Director of Corporate Development
How to Manage Integration and Diligence in DealRoom
Will Olson, Director of Corporate Development
How IT Teams Prepare for Integration with DealRoom
Will Olson, Director of Corporate Development
Pipeline Overview: Deal Cards
with Chris Russell, Vice President, Head of Corporate Development
Pipeline Overview
with Chris Russell, Vice President, Head of Corporate Development
Pipeline: How to Move Deals Along
with Chris Russell, Vice President, Head of Corporate Development
Getting Started in your Room
with Chris Russell, Vice President, Head of Corporate Development
Prioritizing and Assigning Tasks
with Chris Russell, Vice President, Head of Corporate Development
Why DealRoom is More Efficient than Excel Trackers
with Chris Russell, Vice President, Head of Corporate Development
Setting Up a New Deal
with Chris Russell, Vice President, Head of Corporate Development
Filling Out the Deal Card
with Chris Russell, Vice President, Head of Corporate Development
How to Achieve External Platform Adoption
with Chris Russell, Vice President, Head of Corporate Development
How to Use DealRoom When Banks are Involved
with Chris Russell, Vice President, Head of Corporate Development
Permissions Overview
with Chris Russell, Vice President, Head of Corporate Development
Managing Users Who Prefer Excel
with Chris Russell, Vice President, Head of Corporate Development
How to Communicate Internally with DealRoom
with Chris Russell, Vice President, Head of Corporate Development
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