DealRoom Demo Library

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.

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.

Ian and Thomas share how Brenton Point sources deals directly, focusing on cultural alignment and long-term fit. Their founder-to-founder model helps build trust early and streamline post-close execution.

At Brenton Point, diligence and integration are tightly connected. Thomas and Ian explain how they divide responsibilities by function and use DealRoom to drive visibility, accountability, and faster execution.

Ian Siekman and Thomas Dooling walk through how their team at Brenton Point tracks synergy opportunities—from procurement to personnel—using DealRoom as their central hub.

Thomas Dooling, M&A Analyst, and Ian Siekman, Principal at Brenton Point Capital Partners, explain how a buyer-led approach enables better pacing, more flexibility, and smoother integration planning.

Michelle Alen explains how Block prioritizes collaboration on day one—ensuring tools, emails, and systems are live for acquired teams. She offers practical tips for balancing accuracy and speed in your Day 1 plan.

In this candid Q&A, Michelle Alen answers questions about risk management, integration handoffs, and relationship-building with acquired teams. She shares lessons from leading M&A integration at Block.

Michelle Alen discusses how Block manages multiple integrations without dedicated full-time resources. She shares tactical advice on documentation, communication, and knowledge sharing to avoid repeat questions and ensure accountability.