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
Record Synergies
Users can record synergies including a description, financial value, assignee, and archive date.
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All Plans
General
Copy Room - Additional Options
Users can now include documents, dependencies, and other items when copying a room.
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All Plans
General
Add Contacts to Deals
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.
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All Plans
General
Pipeline Board View
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.
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All Plans
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Pipeline
Single Document Redaction
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.
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All Plans
Data Room
