DealRoom Demo Library

Access a collection of demo videos, customer-led walkthroughs, and best practices to see how DealRoom optimizes every stage of the M&A lifecycle.

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Carson Group
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47
Qualfon
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56
US Heart & Vascular
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59
Infoblox
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06:10
How IVC Evidensia Scaled with DealRoom
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Why You Shouldn't Be Using Excel for Diligence
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How to Align Internal Teams for Due Diligence
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How to Simplify Seller & Buyer Collaboration
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DealRoom's BI Reporting
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DealRoom's AI Analysis
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Easy Drag and Drop of Diligence Documents & Communication
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Generate Summaries with DealRoom AI
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Extract Key Information From Contracts
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Quick DealRoom M&A Platform Tour
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07:44
DealRoom Pipeline Walkthrough
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AI Analysis
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Identify & Log Deal Risks Using Findings
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Raincatcher
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Automated Report Delivery for Stakeholders
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Timeline View
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Synergy Tracker
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Centralize Diligence Requests & Documents
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Track Deal Progression & Timing
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SPS Commerce
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Virtual Data Room
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BI Reporting
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Request Custom Fields
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Miro
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Custom Views for Streamlined Deal Pipeline
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Enhance Accountability with Task Allocation
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Prevent Follow-Up Slips with DealRoom Pipeline
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JAMF
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Centrally Manage All Deal Target Info
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Custom Groups for Stakeholder Organization
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Dynamic Dates
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Manage Deal Rooms Efficiently
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Setting Pipeline Permissions
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Azek
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Import Request List with Folder Structure
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Wipfli
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Set Dependencies for Diligence Requests
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Cadence Education
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Findings 101
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Permissions
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01:53
Top 5 Rules for Integration Success from an M&A Pro
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01:53
Building the Right Integration Team Structure
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01:50
How an M&A Owner's Guide Builds Trust Pre-Close
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02:52
When Integration Comes Too Late: A $150K Lesson
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01:35
From Spreadsheet Chaos to Seamless M&A with DealRoom
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01:32
Why Integration Makes or Breaks Your M&A Deal
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01:03
Cultural Fit as a Due Diligence Criteria: When to Walk Away
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01:39
Strategic M&A Framework: Build, Buy, or Partner?
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02:40
Managing Time Pressure and Risk in Due Diligence
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02:17
Keeping M&A Teams Aligned with Centralized Platforms and Regular Check-ins
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02:46
How AI is Transforming M&A Diligence and Integration
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01:22
How AI Enhances Diligence and Integration
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04:55
Reporting and Feedback That Drive Results
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05:31
Benchmarking for Global Roll-Ups
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05:50
Seamless Integration Tracking Across Markets
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01:35
DealRoom in Action: Diligence Management
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02:25
Sourcing the Right Deals with a Buyer-Led Approach
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02:25
Streamlining Diligence and Integration
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01:48
Tracking and Realizing Synergies
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04:45
Why Buyer-Led M&A Gives You the Edge
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01:37
Day-One Integration for Success
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04:52
Live Q&A: Integration and Execution
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02:54
Keeping Integration on Track
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04:03
Creating a Repeatable M&A Playbook
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03:52
The 5 Pillars of Buyer-Led M&A
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3:00
One Digital X DealRoom

All demos

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Setting Pipeline Permissions

Discover how to set and manage permissions to control access and ensure data security in your pipeline.
Manage Pipeline
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Setting Pipeline Permissions
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https://dealroom.net/demo-library-thank-you?category=Manage Pipeline&video=988172067
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Azek

How The AZEK Company Used DealRoom to Manage Deals Pre-LOI Through Close
Customer-Led Product Demos
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Azek
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https://dealroom.net/demo-library-thank-you?category=Customer-Led Product Demos&video=988058450
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Import Request List with Folder Structure

Watch how to import request lists with folder structures to maintain organized diligence processes.
Complete Diligence
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Import Request List with Folder Structure
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https://dealroom.net/demo-library-thank-you?category=Complete Diligence&video=988189315
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Wipfli

How Wipfli Saves 20 Hours Per Deal with DealRoom
Customer-Led Product Demos
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Wipfli
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https://dealroom.net/demo-library-thank-you?category=Customer-Led Product Demos&video=988056710
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Set Dependencies for Diligence Requests

Learn how to establish and manage dependencies between diligence requests to ensure seamless workflows.
Complete Diligence
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Set Dependencies for Diligence Requests
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https://dealroom.net/demo-library-thank-you?category=Complete Diligence&video=988193578
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Cadence Education

How Cadence Education Utilized DealRoom for Rollups
Customer-Led Product Demos
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Cadence Education
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https://dealroom.net/demo-library-thank-you?category=Customer-Led Product Demos&video=988142326
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Findings 101

Learn how you can centralize and manage risks and incorporate these findings into your integration planning.
Complete Diligence
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Findings 101
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https://dealroom.net/demo-library-thank-you?category=Complete Diligence&video=997100353
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Permissions

This video walks through DealRoom’s updated Permissions layout, making navigation clearer and managing access easier—while keeping all functionality the same. Watch to see what’s new!
Complete Diligence
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Permissions
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https://dealroom.net/demo-library-thank-you?category=Complete Diligence&video=1052616688
01:53
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Top 5 Rules for Integration Success from an M&A Pro

Learn the framework from iSolved's Director of Portfolio Management covering five essential integration principles.
Buyer-Led M&A Summit
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Top 5 Rules for Integration Success from an M&A Pro
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https://dealroom.net/demo-library-thank-you?category=Buyer-Led M&A Summit&video=
01:53
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Building the Right Integration Team Structure

Get guidance on structuring an integration team for success, including the roles of project managers as accountability partners, business analysts as the "brain of the operation," and acquisition support managers for employee experience.
Buyer-Led M&A Summit
All
Building the Right Integration Team Structure
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https://dealroom.net/demo-library-thank-you?category=Buyer-Led M&A Summit&video=
01:50
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How an M&A Owner's Guide Builds Trust Pre-Close

Discover iSolved's "M&A Owner's Guide" framework for building seller confidence before close, including glossaries, process timelines, and clear expectations that accelerate execution and maintain momentum.
Buyer-Led M&A Summit
All
How an M&A Owner's Guide Builds Trust Pre-Close
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https://dealroom.net/demo-library-thank-you?category=Buyer-Led M&A Summit&video=
02:52
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When Integration Comes Too Late: A $150K Lesson

Learn why early integration involvement during diligence could have prevented this crisis and saved 150 client relationships.
Buyer-Led M&A Summit
All
When Integration Comes Too Late: A $150K Lesson
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https://dealroom.net/demo-library-thank-you?category=Buyer-Led M&A Summit&video=

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