DealRoom Demo Library

Watch how to import request lists with folder structures to maintain organized diligence processes.

How Wipfli Saves 20 Hours Per Deal with DealRoom

Learn how to establish and manage dependencies between diligence requests to ensure seamless workflows.

How Cadence Education Utilized DealRoom for Rollups

Learn how you can centralize and manage risks and incorporate these findings into your integration planning.

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!

Kison Patel, CEO of DealRoom, demos how AI is changing the way deals are executed—from extracting contract terms to automating findings and tailoring diligence lists. This session highlights what’s live today and where AI is headed next.

In this session, Becky Manders reveals how her team at IVC Evidensia collects vendor feedback, tracks integration KPIs, and reports real-time metrics to investors using DealRoom. Learn how the team is moving toward scorecards, surveys, and a best-in-class M&A experience.

Becky Manders shares how IVC Evidensia uses DealRoom to track deal lead times across countries—from Ireland to Canada—and identify bottlenecks. The platform helps pinpoint whether delays stem from legal advisors, internal teams, or seller-side issues.

Becky Manders of IVC Evidensia explains how her team uses DealRoom to manage cross-functional integration and respond to risks in real time. With 70+ active deals, centralized tracking ensures nothing slips through the cracks—especially for newly acquired veterinary clinics.

Becky Manders shares how IVC Evidensia uses DealRoom to track deal lead times across countries—from Ireland to Canada—and identify bottlenecks. The platform helps pinpoint whether delays stem from legal advisors, internal teams, or seller-side issues.

Ian Siekman and Thomas Dooling dive into the tools they use to keep their teams, tasks and deal on track during dilligence. They walk through the best way to utilize DealRoom and other softwares to keep their deals moving forward.