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.
Buyer-Led M&A™ 101 with Kison Patel
.jpg)
21:32
AI in Buyer-Led M&A™: The New Competitive Advantage - Keynote
.png)
23:32
Modern M&A in Practice: How Teams Are Adapting to AI-Driven Workflows
.png)
12:28
AI in action: From Pipeline to Diligence - Demo
19:00
How Teams Are Rethinking Pipeline and Diligence with AI
.png)
13:08
Executing Buy-Led M&A™ Without the Chaos - Demo
5:19
From Two Platforms to One: How Qualfon Unified Their M&A Process with DealRoom
2:30
Why Leading M&A Teams Are Switching to DealRoom
45
Carson Group
47
Qualfon
6:18
How VMG Health Scaled M&A Without Adding Headcount
56
US Heart & Vascular
.avif)
59
Infoblox
06:10
How IVC Evidensia Scaled with DealRoom
.avif)
Why You Shouldn't Be Using Excel for Diligence
How to Align Internal Teams for Due Diligence
3:09
How Wealth Enhancement Group Does More Deals, Faster
How to Simplify Seller & Buyer Collaboration
DealRoom's BI Reporting
DealRoom's AI Analysis
Easy Drag and Drop of Diligence Documents & Communication
.avif)
Generate Summaries with DealRoom AI
.avif)
Extract Key Information From Contracts
7:04
How Bayada Streamlined M&A with DealRoom for Healthcare
.avif)
Quick DealRoom M&A Platform Tour
.avif)
07:44
DealRoom Pipeline Walkthrough
.avif)
AI Analysis
Identify & Log Deal Risks Using Findings
Raincatcher
.avif)
Automated Report Delivery for Stakeholders
Timeline View
.avif){kind=tracking}
Synergy Tracker
.avif)
Centralize Diligence Requests & Documents
.avif)
Track Deal Progression & Timing
.avif)
SPS Commerce
.avif)
Virtual Data Room
.avif)
BI Reporting
.avif)
Request Custom Fields
.avif)
Miro
.avif)
Custom Views for Streamlined Deal Pipeline
.avif)
Enhance Accountability with Task Allocation
.avif)
Prevent Follow-Up Slips with DealRoom Pipeline
.avif)
JAMF
.avif)
Centrally Manage All Deal Target Info
.avif)
Custom Groups for Stakeholder Organization
.avif)
Dynamic Dates
.avif)
Manage Deal Rooms Efficiently
.avif)
Setting Pipeline Permissions
.avif)
Azek
.avif)
Import Request List with Folder Structure
.avif)
Wipfli
.avif)
Set Dependencies for Diligence Requests
%20(1).avif)
Cadence Education
Findings 101
.avif)
Permissions
01:53
Top 5 Rules for Integration Success from an M&A Pro
01:53
Building the Right Integration Team Structure
01:50
How an M&A Owner's Guide Builds Trust Pre-Close
02:52
When Integration Comes Too Late: A $150K Lesson
01:35
From Spreadsheet Chaos to Seamless M&A with DealRoom
01:32
Why Integration Makes or Breaks Your M&A Deal
01:03
Cultural Fit as a Due Diligence Criteria: When to Walk Away
01:39
Strategic M&A Framework: Build, Buy, or Partner?
02:40
Managing Time Pressure and Risk in Due Diligence
02:17
Keeping M&A Teams Aligned with Centralized Platforms and Regular Check-ins
02:46
How AI is Transforming M&A Diligence and Integration
01:22
How AI Enhances Diligence and Integration
04:55
Reporting and Feedback That Drive Results
05:31
Benchmarking for Global Roll-Ups
05:50
Seamless Integration Tracking Across Markets
01:35
DealRoom in Action: Diligence Management
02:25
Sourcing the Right Deals with a Buyer-Led Approach
02:25
Streamlining Diligence and Integration
01:48
Tracking and Realizing Synergies
04:45
Why Buyer-Led M&A Gives You the Edge
01:37
Day-One Integration for Success
04:52
Live Q&A: Integration and Execution
02:54
Keeping Integration on Track
04:03
Creating a Repeatable M&A Playbook
03:52
The 5 Pillars of Buyer-Led M&A
.avif)
3:00
One Digital X DealRoom
All demos
Buyer-Led M&A™ 101 with Kison Patel
New to Buyer-Led M&A™? In this session, Kison Patel will introduce the core principles behind a more proactive, structured approach to dealmaking, including the five pillars of Buyer-Led M&A™.
Buyer-Led M&A Summit
All
Buyer-Led M&A™ 101 with Kison Patel
21:32
AI in Buyer-Led M&A™: The New Competitive Advantage - Keynote
VP of Product Jesse will deliver a keynote on the growing role of AI in Buyer-Led M&A™ and why it’s quickly becoming a critical advantage for modern corporate development teams.
Buyer-Led M&A Summit
All
AI in Buyer-Led M&A™: The New Competitive Advantage - Keynote
23:32
Modern M&A in Practice: How Teams Are Adapting to AI-Driven Workflows
In this interactive panel, experienced M&A practitioners share how they are evolving their approach to dealmaking in today’s environment. From shifting workflows to the adoption of new tools, including AI, panelists will discuss how teams are improving decision-making and driving greater efficiency across the deal lifecycle.
Buyer-Led M&A Summit
All
Modern M&A in Practice: How Teams Are Adapting to AI-Driven Workflows
12:28
AI in action: From Pipeline to Diligence - Demo
In this 15-minute live walkthrough, see how AI assists deal teams by capturing deal intelligence from email, surfacing insights from deal documents, and helping teams move faster from pipeline to diligence with less manual work.
Buyer-Led M&A Summit
All
AI in action: From Pipeline to Diligence - Demo
19:00
How Teams Are Rethinking Pipeline and Diligence with AI
In this one-on-one conversation, Dave Fields, Product Manager at DealRoom, sits down with Dan Furman of The Vertex Companies to explore how AI is transforming pipeline development and due diligence.
Buyer-Led M&A Summit
All
How Teams Are Rethinking Pipeline and Diligence with AI
13:08
Executing Buy-Led M&A™ Without the Chaos - Demo
In this 15-minute session, see how corporate development teams move beyond spreadsheets, shared drives, and generic project tools to execute Buyer-Led M&A™ in a centralized platform, managing pipeline, diligence, and integration in one place.
Buyer-Led M&A Summit
All
Executing Buy-Led M&A™ Without the Chaos - Demo
5:19
From Two Platforms to One: How Qualfon Unified Their M&A Process with DealRoom
Christina Ungaro, Chief M&A Officer at Qualfon, shares how switching to DealRoom solved their fragmented deal management challenges and created institutional knowledge.
Customer Led Product Demos
All
From Two Platforms to One: How Qualfon Unified Their M&A Process with DealRoom
2:30
Why Leading M&A Teams Are Switching to DealRoom
Hear from real M&A leaders at VMG Health, Wealth Enhancement Group, and Qualfon on why they switched to DealRoom and the results they've achieved.
Customer Led Product Demos
All
Why Leading M&A Teams Are Switching to DealRoom
45
Carson Group
How Carson Group turned spreadsheet chaos into buyer-led clarity.
Customer Led Product Demos
All
Carson Group
47
Qualfon
How Qualfon’s Journey from Legacy Platform to a Buyer-Led Approach
Customer Led Product Demos
All
Qualfon
6:18
How VMG Health Scaled M&A Without Adding Headcount
Justin Cueto, Director of M&A at VMG Health, shares how his lean team went from scattered spreadsheets to executing M&A at scale with DealRoom.
Customer Led Product Demos
All
How VMG Health Scaled M&A Without Adding Headcount
56
US Heart & Vascular
How US Heart & Vascular Scales M&A with a Buyer-Led Approach
Customer Led Product Demos
All
US Heart & Vascular
Explore more about DealRoom M&A Optimization Platform
Products
Discover the full range of tools and features DealRoom offers to optimize your M&A process.
Learn more
Case Studies
Read how DealRoom has successfully helped other companies streamline their M&A transactions.
Learn more
Blog
Stay updated with the latest insights, tips, and best practices in the M&A industry.
Learn more
Discover the power of DealRoom today
Discover first-hand how DealRoom can transform your M&A process. Book a demo to see how easy it is to manage deals, streamline due diligence, optimize integration, and more all in one platform.
