DealRoom Demo Video

During the DealRoom Demo Video you will learn how to navigate throughout the platform. Users can utilize the requests tab to create new diligence tasks, assign roles, set due dates, and more. The documents tab is where all files and documents within the room are organized and managed.

Use DealRoom to:

  • Create diligence requests
  • Store, share, and manage documents and files
  • Set permissions for teams and clients
  • Gather insightful data captured during diligence