Demo Library

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!

Permissions

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01:53

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.

Top 5 Rules for Integration Success from an M&A Pro

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01:53

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.

Building the Right Integration Team Structure

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01:50

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.

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

Learn why early integration involvement during diligence could have prevented this crisis and saved 150 client relationships.

When Integration Comes Too Late: A $150K Lesson

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01:35

From Spreadsheet Chaos to Seamless M&A with DealRoom

iSolved's transformation story: how they went from managing integrations across Smartsheets, email, SharePoint, and "PTSD-inducing spreadsheets" to running 15+ seamless integrations with DealRoom, saving significant time and gaining executive visibility.

From Spreadsheet Chaos to Seamless M&A with DealRoom

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01:32

Why Integration Makes or Breaks Your M&A Deal

The reality behind the 80% statistic: why most deals fail to hit their goals and how bringing integration in early is essential for achieving synergies and protecting deal value.

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

Real-world example of walking away from a transaction due to cultural misalignment. Learn why cultural fit is a critical diligence criterion and how to protect your investment thesis by evaluating people alongside financials.

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?

Understand how to evaluate strategic options early in the deal process using the "Build, Buy, or Partner" framework, plus learn scoring methodologies for identifying and prioritizing M&A targets.

Strategic M&A Framework: Build, Buy, or Partner?

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02:40

Managing Time Pressure and Risk in Due Diligence

Explore frameworks for balancing speed with thoroughness in M&A, including the red/yellow/green risk assessment methodology and strategies for managing financial risk when facing compressed timelines.

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

Discover best practices for maintaining cross-functional alignment during diligence, including how to scale check-in cadence, leverage dashboards for visibility, and use centralized platforms to onboard new team members.

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

Learn how leading companies like SPS Commerce and Quadient are using DealRoom AI to cut diligence time and costs, process invoices in hours instead of days, and analyze documents in multiple languages.

How AI is Transforming M&A Diligence and Integration

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