Release highlights
New release
Optimize your M&A Due Diligence Process with AI-Powered Document Analysis
New beta document scanning co-pilot, accompanied by a library of prompt templates that can be created, saved, and shared across an organization, is built seamlessly into the DealRoom M&A Optimization platform, enabling users to embrace AI to analyze and extract key information from documents.
General
New release
Optimize your M&A Due Diligence Process with AI-Powered Document Analysis
New beta document scanning co-pilot, accompanied by a library of prompt templates that can be created, saved, and shared across an organization, is built seamlessly into the DealRoom M&A Optimization platform, enabling users to embrace AI to analyze and extract key information from documents.
General
New release
Unlocking Granular Customization in Your Integration Process with Request Custom Fields
Request Custom Fields enhances the integration process by empowering integration teams to seamlessly translate their integration plans from custom playbooks that were built specifically to meet their unique business needs.
Integration
New release
Unlocking Granular Customization in Your Integration Process with Request Custom Fields
Request Custom Fields enhances the integration process by empowering integration teams to seamlessly translate their integration plans from custom playbooks that were built specifically to meet their unique business needs.
Integration
Feature Upgrade
Improved Pipeline Permissions: The Ultimate Control Center for Your Deal Pipeline
The upgraded pipeline permissions allow you to set criteria-based access to your deals for different departments, managers, leadership teams or other stakeholders, automating the permission allocation process and ensuring that only the right eyes see sensitive information.
Pipeline
Feature Upgrade
Improved Pipeline Permissions: The Ultimate Control Center for Your Deal Pipeline
The upgraded pipeline permissions allow you to set criteria-based access to your deals for different departments, managers, leadership teams or other stakeholders, automating the permission allocation process and ensuring that only the right eyes see sensitive information.
Pipeline
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All Updates & Releases
Dynamic Dates: Make Your Schedules as Dynamic as Your Deals
Dynamic dates allow for increased accuracy, reliability, and efficiency when it comes to task planning and scheduling deal timelines. Learn how this feature auto-adjusts your diligence and integration tasks in real-time, eliminating the need to manually update each task's start and due dates when a milestone shifts.
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All Plans
All Plans
New release
General
All Plans
New release
Enhanced Requests View: Your Diligence and Integration Management Just Got a Whole Lot Easier!
Our revamped "Requests" tab is designed to streamline your workflow like never before. Edit fields in real-time with inline data editing, find exactly what you need with quick filters, and personalize your workspace to suit your unique needs. It's everything you've asked for, all in one place.
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All Plans
All Plans
Feature Upgrade
General
All Plans
Feature Upgrade
Gantt Chart View
Our new Gantt chart serves as an interactive map and provides a clear, visual timeline for your tasks, their dependencies, and progress, aiding in the coordination, planning, and execution of complex dealmaking strategies.
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All Plans
Single Project
New release
Integration
Single Project
New release
Improved Comment Highlighting
From the Requests tab overview, requests with comments that need to be approved will now have a yellow comment icon.
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All Plans
General
New Deal Pop-Up Dialog
New Deal Pop-Up Dialog is added. You now have the option to fill in important deal details right away. Room setup is optional in a separate tab.
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All Plans
General