Enablement Session: Deal Card & Pipeline Imports Updates
A successful M&A strategy requires staying organized to prevent anything from slipping through the cracks. At DealRoom, your pipeline ensures visibility from sourcing to integration. In early April 2025, we made two updates to the DealRoom Pipeline: a UI update to the Deal Information section in deal cards and a refresh to the Excel import process. Both changes are designed to improve your experience and streamline your workflow. Watch our on-demand session for an overview of the recent chFew readersEnablement Session: Multi-Room Updates
In M&A, efficient scaling can be the difference between momentum and missed opportunities. DealRoom’s new Multi-Room Updates feature helps your team move faster by applying playbook changes—tasks, diligence requests, worklists, or user groups—across multiple deals with just a few clicks. Say goodbye to manual updates and inconsistencies, and hello to seamless execution. Watch our on-demand session for a quick overview and live demo of Multi-Room Updates in action. vimeo (1069655502Few readersEnablement Session: Overview of BI Reports
In M&A, visibility into your deals is just as critical as execution. DealRoom’s new BI Reporting gives your team the power to track progress, identify bottlenecks, and measure performance across deals in real time. With customizable dashboards and reports, you can surface the insights that matter most—without waiting on manual exports or outside tools. Watch our on-demand enablement session for a quick walkthrough and live demo of BI Reports in action. HaFew readers