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
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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
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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
Playbook Gallery Layout
Choose one of our playbooks to create a new room with an initial list and folder structure already built out.
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All Plans
General
Private Comments
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.
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All Plans
General
Custom Deal Views
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.
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All Plans
Pipeline
Deal pipeline access management
With the deal pipeline access management panel, you have complete control over your team's pipeline.
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All Plans
Pipeline
Import deals into your deals 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.
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All Plans
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Pipeline
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