DealRoom Training Guides

Learn how to navigate the settings tab with this tutorial. The settings tab is where you can make changes to various settings.

This video offers an introduction to the Reports Tab. On the Reports Tab, default reports are organized on the left.

Learn how to control permissions for users with this video tutorial. Easily create groups by clicking the plus icon next to groups.

All of the documents within a project room will be stored in the data room tab. Learn how to navigate the main folder structures, add new folders, or drag and drop in a structure.

Learn how to make bulk changes with timeline dependencies as a part of the requests tab. From the overview, you can make bulk changes to all of your requests by selecting multiple and choosing from various options.

Understand how each task detail works with this tutorial. Click into a task to find a title field and description field. Attach documents from the data room tab to each task if needed.

Get started with users in the request tab by importing a list or copying over an existing room. Learn about the diligence integration and internal assessment that can be imported to the room with their own work streams.

Deep dive into a project room with an example project room tutorial. Learn about the room environment, with document storage, user permissions, request tab, and reporting.

Understand how to make new deal cards and project rooms using one of our templates or as a blank room. Discover best practices for creating templates with diligence folder structures and integration schedules already built in.

Try out different ways to configure your pipeline with this tutorial. Learn how to customize your pipeline view with the default and custom views of the pipeline that can be found at the top of the navigation bar.

Through this video, go through the different features of the work tab. Each user has a work tab that pulls up tasks within each project room that are relevant to that user.

Learn more about the people tab with this high-level overview. The people tab will show everyone that has logged in to any project rooms and what rooms they are in.

Understand how to use the reports tab. If you have Editor BI access, you can create reports using the BI reporting platform. If you only have view BI access, you will be able to access the reports that have been created already.

Walk through how to set up a deal room to fit your process and track information that is important to your team. Learn how to customize a deal room with custom fields throughout the platform through the settings tab.

Learn how to navigate DealRoom’s Pipeline with this high-level overview. Get to know the different tabs with the main navigation tool including pipeline, email, work, people, reports, help, and settings tabs.

DealRoom helps teams manage every part of due diligence from start to finish. Your data storage, diligence tracking, and communication tools are all on one integrated platform.

Use these help guide sheets to learn how to navigate and utilize DealRooms administrative pipeline features.

These help guides go over the DealRoom platform including the navigation, requests, data room, permissions, synergies, OKR, reports, and settings tabs.

DealRoom is a complete M&A lifecycle management software that is designed to execute M&A better. In this video, we go over the four main tabs within the platform, as well as highlight additional features.

Learn basic room functionalities from a general user's point of view.

This blog is a walk through of the DealRoom platform from a general user point-of-view.

Learn about DealRoom's pipeline features from an admin's perspective in these short help videos.