What’s New

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.

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.

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.