The in-line editing option in the table view allows users to make edits to deal details without opening a deal card.
Users can now quickly switch between different product areas including organizations, rooms, user settings, and notifications.
Create, convert, and share analytics into easy-to-digest visuals. Manage and share interactive deal reports with internal and external teams.
To create a new report, add a "tile". Users can pick which filters, visualization (different report display options), and data they wish to include in the report.
Users can set enable email notifications aggregation across all rooms, instead of receiving emails per room.
Users can record synergies including a description, financial value, assignee, and archive date.
Pipeline users can add associated contacts to deals. Select a deal card and click "add contact". From there you either add from existing contacts or add a new contact.
Pipeline users can view the pipeline in a "board" format. The board is a kanban board-like view and displays each of your deals in the appropriate phase column.
Users can redact text on documents from the built-in document viewer. They can use the search function to highlight all of the places that specific text is used, and see a preview of all how the redacted text will look.
Admins can create custom columns and all users can select which columns show up in the data room.
Choose one of our playbooks to create a new room with an initial list and folder structure already built out.
Users can send a private comment to multiple groups. You can only select groups to send comments to if they have access to see your group.
From the pipeline, you can create and save custom views using filters. You can also change your viewing options, such as columns in the table layout.
With the deal pipeline access management panel, you have complete control over your team's pipeline.
By importing your deals from Excel, you can keep all deal workflows on one platform. DealRoom auto-populates the metadata fields upon import for a quick set up and allows you to have complete control over what deal metadata is displayed.
With the phases history feature, you can track deal progress, add planned vs. actual dates, take notes, and more.