Best Practices
Expert tips for maximizing DealRoom's effectiveness in deal management.
9 articles
Core Functionality
Best practices for core components of DealRoom.
Optimizing your Pipeline Phases for DealRoomIdeas for different Phases and their order when setting up your Pipeline
How to Efficiently Use a Staging Folder in DealRoom
Best Practices for Findings (RAID Log)Article provides guidance on how users can leverage the findings feature within DealRoom.
Best Practices for Requests Custom FieldsGuidance on how to use Request Custom Fields to customize the experience in your requests section.
10 Tips and Tricks for Using DealRoom
Deal-Specific Strategies
Tips and tricks based on how you are approaching the platform.
Leveraging DealRoom for Sell-Side Success
Maximizing DealRoom for Buy-Side Excellence
What to Do if the Seller or Target Wants to Use Their Own VDRArticle provides guidance to buyers who have a seller who wants to own the VDR.
Leveraging DealRoom for IntegrationArticle gives tips and tricks for how to leverage DealRoom for the integration process.