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Products

DealRoom M&A Platform

A single source of truth for all deal-related data, files, communications, and reporting.

Efficiently manage deal flow with a unified view of all targets, data, and communications.

Centrally manage diligence and prepare for Day 1 integration.

Simplify post-merger integration to maximize synergies and value creation.

Explore what's new in product

DealRoom AI

AI that helps M&A teams work more efficiently with pipeline and diligence workflows.

AI

AI that helps M&A teams work more efficiently with pipeline and diligence workflows.

AI for Pipeline

AI that captures deal updates from email and keeps your pipeline tracker automatically up to date.

AI for Diligence

AI that analyzes documents, surfaces key insights, and accelerates due diligence.

DealRoom MCP

Connect your DealRoom data to any MCP-compatible AI, such as Claude, ChatGPT, Microsoft Copilot, and more

Resources

All M&A resources in one place for deal teams.

Buyer-Led M&A™

Explore frameworks redefining modern, buyer-led deal execution.

Exclusive for Customers

Exclusive for Customers.

Explore the Library

Discover guides, playbooks, webinars, and practical insights for every deal stage.

Join live discussions and masterclasses with leading M&A practitioners.

Download in-depth M&A research, playbooks, and strategy guides.

Explore DealRoom's features and customer-led product demo.

Stay current with M&A news, trends, and expert perspectives.

Download ready-to-use M&A checklists, playbooks, and reporting templates.

M&A Science Podcast

Listen to #1 M&A Podcast.

What's Your M&A Personality

Check what's your M&A personality and get curated resources in your inbox for free.

M&A Benchmark Tool

Compare your deal team, process, and tools against 150+ M&A teams.

Featured

Build Your Custom M&A Checklist

Answer 5 quick questions to generate your tailored due diligence request list

Learn the 5 pillars and best practices for smarter, buyer-led execution.

Buyer-Led Newsletter

Stay ahead with M&A trends, strategies, and community-driven deal insights.

Ask questions, get guidance — straight from Kison Patel’s digital mind.

Download in-depth buyer-led m&A eBooks, playbooks, and strategy guides.

Featured

Buyer-Led M&A™ Newsletter

Tactical insights for serious dealmakers.

Explore product tutorials, troubleshooting tips, and best practices to master DealRoom.

Learn about Customer Success Managers and learn how they can support you.

Referral Program

Share DealRoom with your network and earn exclusive rewards.

Product Changelog

Explore the latest product releases, feature enhancements, and improvements across DealRoom.

Download ready-to-use M&A checklists, playbooks, and reporting templates.

M&A Science Podcast

Listen to #1 M&A Podcast

Featured

What's New in The DealRoom M&A Platform

Check the latest updates and discover new features available in DealRoom.

Company

The DealRoom Story

Discover DealRoom's latest News & Awards

Leadership Team

Learn more about our executive team

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M&A Library
Webinars
How to Set Up an Agile Process with DealRoom

How to Set Up an Agile Process with DealRoom

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